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Category: News

Friday Investment Talk: Inflation and Stocks

The debate on the sustainability of inflation is alive! Markets react and traders battle out their Feds next move. Retail and consumer discretionary stocks look weak, while semiconductors and car resellers could bounce. Biotech sits on support.

Friday Investment Talk: Millennials, Buffet, Bitcoin, Russian Taxes

Buffet and Munger
Buffet and Munger hate on cryptos, while Millennials are bored with the stock market. Russian tax reporting has changed, now requiring insurance products be reported. Fines are a joke.

Latest developments on the Park First investment scandal

As regular readers will be aware, I have been keeping any interested investors who were subject to the Park First investment scam abreast of developments in the situation based on news from the UK. Last week, news came to light that the Financial Conduct Authority, the UKs’ financial regulator, were close to agreeing a settlement on the Park First scandal with the owners of the outfit.

Worst Six Months

Bulll weathervane
'Sell in May' critics are running wild this year. Meanwhile, bearish trends are usually strong in the next six months. Historically, these months warrant caution.
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Friday Investment Talk: Emerging Markets, Barron’s Big Money Poll, Seasonality

FIT June 30
Closer look at Emerging Markets after last years stellar returns. Barrons Big Money looks bullish from the outside only. SaaS is overvalued still.. Seasonality shifts towards small caps. Financial Vulnerability is a hot topic after COVID.

Friday Investment Talk: Billionaires, US Fed, and Seasonal Weakness

Lumber
We count new Billionaires, while Biden sees room to tax. Jim Grant says the Fed is likely to get blind-sided. Seasonality hits a wall.

Friday Investment Talk: Housing, Gold, Consumer Loans

FRIDAY INVESTMENT A TALKApril 9 2021

Housing prices rose strongly in 2020, most of the growth in non-Urban areas. Furnishings and additions were also unusually strong as more people used their house for an office and school during COVID lockdowns. Uncertainty around gold’s direction continues, but Bitcoin looks to break out above $60K soon. The US auto manufacturers are suffering from …

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Friday Investment Talk: Oil, China, Economic Cycle

Market Cycles
Macroeconomic charts say industrials will do well. China and US push limits and fears of trade wars and currency problems. Oil remains strong, as seasonality supports more large cap strength.

Friday Investment Talk: Value Vs Growth, Pharma, Stock Picks

Pharma Co Stats

Value stocks have been on a tear, while growth stocks and tech leaders have taken a back seat since late January. This has pressured the overall market indexes, e.g. the S&P 500 and the Nasdaq.  March volatility arrived as promised and next week could exacerbate into more weakness as put-call ratios continue to rise and …

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Friday Investment Talk: UK Budget, Bonds, and SPACs

UK budget changes were announced with repercussions for tax payers and pensioners. Buffet on bonds, and SPACs boom.

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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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