Category: Analytics
- 9.09.2021
- Categories: Analytics, AVC Pro Subscription, Investment ideas
- Tags: Medtech
- 30.08.2021
- Categories: Analytics, Investment ideas, News, Personal finance
- Tags: china, Fed, xbi, XLV
- 27.08.2021
- Categories: Analytics, AVC Pro Subscription, Personal finance
- Tags: Seasonality
US markets have so far defied the typical seasonal summer weakness they normally exhibit. Weakness could show up in late September though.
To access this post, you must purchase Subscription Plan – AVC Pro.
- 26.08.2021
- Categories: Analytics, Investing basics, Investment ideas
- Tags: dividend, DVY, REITs, TLT, VNQ
- 25.08.2021
- Categories: Analytics, AVC Pro Subscription, Personal finance
- Tags: market trends, Momentum, Relative Strength
Although broad domestic equity benchmarks are at or near all-time highs, 2021 has been a difficult year for momentum investors.
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- 22.08.2021
- 17.08.2021
- Categories: Analytics, Investment ideas, News, Personal finance
- Tags: emerging markets, Infrastructure, water
Equity markets look likely to slow their temp of growth, and maybe pullback. The US infrastructure bill passed. We discuss firms that will initially see inflows from increased spending, such as engineering, construction, and materials companies. Climate change offers emerging markets both headwinds and opportunities for growth. Looking at various statistics, the road ahead is …
Friday Investment Talk: Market Slowdown, Infrastructure, Climate Change Read More »
- 9.08.2021
- Categories: Analytics, AVC Pro Subscription, News
- Tags: china, EV, Infrastructure, US
As part of the US infrastructure bill, EV charging stations will get some government support. Its not enough, and private investment will lead the development of a huge network of EV charging ports.
To access this post, you must purchase Subscription Plan – AVC Pro.
- 9.08.2021
- Categories: Analytics, AVC Pro Subscription, Investment ideas
- Tags: Medtech
Legislation changes and a tie up with another major medtech innovator help propel this company's product into every operating room.
To access this post, you must purchase Subscription Plan – AVC Pro.
- 5.08.2021
- Categories: Analytics, Investing basics, Investment ideas
- Tags: china, Fintech, Tech