Category: Investing basics
- 26.04.2024
- Categories: AVC Pro Subscription, AVC UL Subscription, Investing basics, Personal finance
- Tags: DJIA, NASDAQ, Russell 2000, S&P 500, Seasonality
- 27.12.2023
- Categories: Analytics, Investing basics
- Tags: Santa Claus Rally, Seasonality
- 29.03.2022
- Categories: Analytics, Investing basics, Investment ideas
- Tags: bonds, interest rates, RPV, Stocks
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 »
- 28.01.2022
- Categories: Analytics, AVC Pro Subscription, Investing basics
- Tags: DJIA, IWM, Seasonality, SPX
- 11.12.2021
- Categories: Investing basics, Investment ideas, News
- Tags: CPI, interest rates, IWM, RSX, XLRE, XOP, XRT
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 »
- 6.10.2021
- Categories: Analytics, Investing basics, Investment ideas, News
- Tags: Copper, Energy, ESG, EV, US
- 26.09.2021
- Categories: Investing basics, Investment ideas, News, Personal finance
- Tags: Bitcoin, IWM, Stocks
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 »
- 26.08.2021
- Categories: Analytics, Investing basics, Investment ideas
- Tags: dividend, DVY, REITs, TLT, VNQ
- 22.08.2021
- 5.08.2021
- Categories: Analytics, Investing basics, Investment ideas
- Tags: china, Fintech, Tech