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Category: Investment ideas

BoA Research: Global Wave and Bubbles

Global Wave
Last week, BoA published two articles that seemingly opposing forecasts for global equity markets. After closer look, BoA puts forth a strong case for sector rotation, as the global economy performs a soft-landing.

Bounce After (Tax) Harvest

Rabbit jumping
A list of stocks likely to bounce after tax loss harvesting.
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Healthcare: Highlights For Two Growth Stocks

Two companies seem poised for continued strong upside appreciation. Overall descretionary healthcare spend still increasing.
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Hyperscaler Build Out

AVC Advisory Cloud Computing
As Hyperscalers like Microsoft and Amazon develop their cloud computing, one chip stock stands to benefit as the companies build specific chips for their servers.
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Not All AI is Equal

We examine differences in AI-related funds and highlight some names you might not consider to be AI-related. Even though artificial intelligence (AI) continues to make headlines, not all AI-related investments have seen the same price action over the last few months. The fresh headlines from the weekend discussed Sam Altman being ousted as the CEO …

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December: A Slow Starter

With greater than 5% gain in the main US indexes in both October and November this year, December is expected to start slow and then gain steam as the Santa Clause Rally comes to town.
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Not Bad November

With the Dow up over 14% so far in October 2022, US markets are on pace to record their best October performance ever going back to 1901. While many retail investors remain bearish (see the AAII Sentiment Poll results below), we feel a new bull market is emerging – at least for the near term. …

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Friday Investment Talk: China, Gold, Inflation

Chinese stocks breakout
US markets besieged by unexpected inflation data. Chinese stocks get a boost from stimulus. Gold looks bullish.
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Friday Investment Talk – Bullish Indicators, Deglobalization

Put Call Ratios
Bullish Indicators for US markets. News highlights deglobalization, but trends do not show the threat.

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. …

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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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