Category: News
- 26.07.2021
- Categories: Investment ideas, News, Personal finance
- Tags: COVID, ECB, ESG, europe, inflation, water
ECB waits for 3%+ inflation levels. Water is a hot topic in ESG investing. Markets rebound after COVID related sell off, but small caps going nowhere.
- 18.07.2021
Lumber falls. Communications stocks have juicy dividends. Fintech VC deals lead to exorbitant stock market listings. Sell signals arise in a seasonally weak period.
- 10.07.2021
- Categories: Investing basics, Investment ideas, News
- Tags: alternative investments, Investing, investment scam
In a recent article, Blair Bowman, a personal friend of AVC Advisory, warned of what he saw as a ‘train crash’ approaching with regards to a growing trend for investors to buy Scotch Whisky Casks.
- 10.07.2021
- Categories: Analytics, Investment ideas, News
- Tags: COVID, SPX
The Federal Rerserve is acting. S&P 500 shakes off a COVID scare, while Oil and China make waves for investors.
- 5.07.2021
- Categories: Analytics, Investing basics, Investment ideas, News, Personal finance
- Tags: AMD, AMZN, COVID, F, GOOG, MSFT, QQQ, Scam
The world is still far from "normal", according to the Economist. The UK/EU is waking up after COVID. US investors are bullish. Whiskey cask investment looks like a scam.
- 28.06.2021
UK equities are trading at a discount to global peers of more than 40%. This has no equivalence within recent living memory. The UK is bouncing back from the twin hits of the Pandemic and Brexit, and with vaccination figures leading the way globally, it seems ripe for the UK economy to re-open and break out.
Not to be outdone, the usually anemic Eurozone has seen a raft of positive figures after positive figures.
- 28.06.2021
- Categories: Analytics, Investment ideas, News, Personal finance
- Tags: NKE, PAWZ, TRUP, UK
We discuss the pet industry, specifically Trupanion stock and the ETF for the sector, PAWZ. We revisit UK's depressed valuations and Europe's increased PMIs. After reviewing the Blue Chip Portfolio, highlighting Nike's fabulous earnings report, we offer two 'rebound plays'.
- 20.06.2021
- Categories: Analytics, Investment ideas, News, Personal finance
- Tags: $CI, SPX, XLV
Pension returns are elevated. Healthcare stocks could be a safe haven. The Federal Reserve spooks the market,.
- 13.06.2021
- Categories: Investment ideas, News, Personal finance
- Tags: BIIB, Biotech, Energy, IWM, QQQ, RUT, SPX
Hydrogen fuel technology companies are reviewed. Biogen stock looks vulnerable as FDA approval of its new Alzheimer drug attracts criticism. Stocks hit highs, but not very convincingly.
- 30.05.2021
- Categories: Investment ideas, News, Personal finance
- Tags: dividend, Fintech, MELI, PAGS, Semiconductors, SMH, SOX, T
MercadoLibre and PagSeguro are growing their fintech efforts.
AT&T cuts its dividend. Semiconductors remain newsworthy.