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Category: Investing basics

US Stock Market Update: Internals

Vol index VIX
Volatility in the US has exploded, throwing the markets into disarray. The intermediate-term trend is bearish, with extreme oversold conditions likely to produce sharp, but short-lived, rallies. We will look at some important indicators to see how oversold the markets are and what usually happens at times when markets sell off quickly.

March Seasonality: Stronger in Election in Years

Lion to Lamb
Unlike weather and the biblical tales, stock markets in March usually start with stability and turn wild with volatility towards the end.
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Stock Market Update: Big Names Surge, Small Ones Fizzle

4 stocks make up most gains in Feb 20
Large Cap stocks make up most of the gains this year, far outpacing smaller stocks. A reversal of this trend could come soon, in March even.
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Sector Momentum & Relative Strength Outperformance

sector dispersion
Relative strength-based investing performs best when there is a high level of dispersion between market leaders and laggards. Since the beginning of this year, this has been the case. Semicondutors, software, waste management and computer technology sectors are leading, while oil related stocks are lagging. Using relative strength-based investing strategies can lead to significant long term market outperfomance compared to 'buy and hold' strategies.

Basic Guidelines to Decrease Portfolio Risk

top ranking sectors
With the US economic indicators faltering, everyone wants ideas on how to reduce their invetsment portfolio risk. Here are so ideas, and also a simple analysis of which US sectors are performing well.

Life Insurance as an Investment Vehicle

I write here to set out my thoughts on the use of life insurance as an investment vehicle, in the Russian context. Clients of all the jurisdictions invariably seek to optimise their tax position in which they operate. This includes holding assets that are so-called passive investments. There is a long history of legal systems …

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Correlations: How To Really Diversify

correlations with SPY (short)

Below we show a correlation matrix of some of the more popular US ETFs. As a reminder, the closer the correlation is to +1 the stronger the positive relationship. And the closer the number to —1 the stronger the negative relationship. How can we use this knowledge? Two ways: Diversification. One of the tenants of …

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Current State of Market Internals

CNN Fear and Greed Indicator
We review common measures of volatility, breadth, volume and investor setiment to determine how much more of a pullback the US markets might witness.
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US Rate Cuts: Expectations and Market Reactions

Investors are expecting a decerease in US interest rates this month. Usually, that is bullish for markets when the indexes are near all time highs.

Stock Investing: Most Stocks are Duds

Recently Bloomberg commented on a newly released study by Hendrik Bessembinder regarding how many global stocks that actually perform well.  Variations of this study have been done by a number of different academics and practitioners – all with fairly similar conclusions – many stocks are duds.  Two years ago, an Arizona State University professor made waves …

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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.

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