+ 7 (495) 684-04-00

Category: Investing basics

May Should Be Worse

Following 5 months of gains, April will likely end with a first negative monthly return in 2024. This provides worry for a weak May also.

What Kind of Rally will Santa Claus Bring This Year?

The Santa Claus Rally is a phenomenon in the stock markets that consists of a rise in stock prices from the last week of December to the first two days of January. The S&P 500 has averaged gains of 1.10% in retrospect during this rally. Will there be a Santa Claus Rally this year?

Friday Investment Talk: Bonds Weakness and Equity Strength

Bonds are now worst performers than stocks since the beginning of the year. Such pessimism in bond prices has not been seen for decades. Meanwhile, interest rate hikes are usually bullish for equities during the first few months of increases. Value stocks broke out to new highs this week as market internals turn more bullish. …

Friday Investment Talk: Bonds Weakness and Equity Strength Read More »

More Volatility in February

While the fundamental economic outlook remains positive for US markets, inflation and high stock multiples are wearing on investor sentiment. February could offer a reprieve for the market in the volatile mid-term election year.
To access this post, you must purchase Subscription Plan – AVC Pro.

Friday Investment Talk: Macroeconomics, Financial Repression in 2022

High debt levels and inflation create difficulties for investors in 2022. ‘Financial Repression’ could become a household phrase. Inflationary pressures will put certain sectors in the spotlight. We watch oil and gas exploration and production, consumer staples and real estate as places for outperformance. A quick look the Russian ETF (RSX) reveals its need to …

Friday Investment Talk: Macroeconomics, Financial Repression in 2022 Read More »

The Cost of Green Energy?

We have talked many times before on here about Green Energy, the trend to investing in renewables and how that ties in with important changes in how investments are made and structured, such as the impact of ESG. What we have always found is that there is a great deal of ‘spin’.

Friday Investment Talk: Clean Energy Minerals, Cryptos, Market Pullback

Clean Energy Minerals

The US outlined extensive ‘Clean Energy’ priorities that will create a magnitude of change in demand for metals and rare earth minerals, such as cobalt, lithium, copper, zinc, molybdenum, etc. China is a main supplier of many of these elements key in electricity production from wind and solar power. Politics and transport issues can create …

Friday Investment Talk: Clean Energy Minerals, Cryptos, Market Pullback Read More »

ETF Comparison for Dividend Income

For those clients seeking income, we have a choice between US Government Bonds, Dividend paying stocks and Real Estate.

A short essay on inflation and why what you might think could be wrong!

It is almost inescapable to read any financial journal these days and not be confronted by the word “inflation”. If we separate the underlying catalysts for current rise in CPI, we can determine that this is possibly a result of the economy reopening and nothing more sustained nor substantial.

China – The Bad Boys of the CCP

China has had a pretty tough time of it recently, in terms of market performance. We think that this might provide for some opportunities to buy at prices that are more fair value than recent.

For Whom

Our Expertise

Our Solutions

This information is not an individual investment recommendation, and the financial instruments or transactions mentioned in it may not correspond to your investment profile and investment goals (expectations). It is your task to determine whether a financial instrument or transaction matches your interests, investment objectives, investment horizon and acceptable risk level. AVC Adisvory, Inc. and its affiliates are not liable for possible losses in case of making transactions or investing in the financial instruments mentioned in this information, and do not recommend using this information as the only source of information when making an investment decision.

Twitter Facebook Linkedin-in Youtube Telegram-plane
Scroll to Top