Category: Personal finance
- 29.05.2020
- Categories: Analytics, AVC Pro Subscription, Investment ideas, Personal finance
- Tags: SPX
Since broad domestic equity indices posted a bottom on March 23rd, they have not looked back. In fact, the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average have each rebounded with price returns in excess of 30%.
As a result of this upward movement a number of indicators have turned positive. What does this mean longer term for equity markets?
- 29.05.2020
US and China tensions are beginning to boil over after China passed a plan to increase its security presence in Hong Kong.
The US State Department no longer considers Hong Kong to have significant autonomy and now threatens to revoke the special current special status it enjoys.
Which US listed companies derive large amounts of revenue from Hong Kong and China? We look at how changes affect these companies and the indexes they comprise.
- 26.05.2020
- Categories: Analytics, AVC Pro Subscription, Investment ideas, Personal finance
We see overvalued prices in certain Tech companies, particluarly specific software companies. At the same time, PMIs may have hit near term lows. Can the classic cyclical sectors take the lead from here?
- 24.05.2020
- Categories: Analytics, Investment ideas, Personal finance
- Tags: EWJ, EWY, FXI, GLD, SPX, TLT
We have a just launched the first session of our new weekly "Friday Investment Talk" series. This week Alan, Mike, and I discuss the continuation of the bull market's posture. Mike speaks of how client's 'fear of missing out' leads to overly concentrated portfolios. Alan highlights how the recent Chinese sell off could be a buying opportunity, as other Asian markets look strong.
- 22.05.2020
- Categories: Analytics, AVC Pro Subscription, Investment ideas, Personal finance, Подписка AVC Про
- Tags: DJIA, IWM, NASDAQ, SPX
The month of June ranks near the bottom of all months for most of the US indexes. Expect volatility during the third week. After that it tends to only get worse.
- 20.05.2020
- Categories: Analytics, AVC Pro Subscription, Investment ideas, Personal finance
- Tags: dividend
This is the first of a new series of monthly research articles designed to help investors build high quality dividend growth stock portfolios for the long term.
AVC Advisory’s Dividend Investing
Research (DIR) uses momentum trading strategies to identify which dividend securities are trading in a positive manner relative to both the market and other income investements.
- 18.05.2020
- Categories: Investment ideas, Personal finance, Личные финансы
- Tags: Gold, interest rates, Rubles, russia, Tech
Having one’s cake and not eating it. When I came to Russia, my first summer was hot and sunny and I took to cycling, exploring the city’s cycle paths, one of my favourites being the one that runs along Bolshaya Nikitskaya up to the Garden Ring. For those unfamiliar, the Garden Ring is a ring …
COVID Emergency Funds, the Price of Gold, and the Stock Market Read More »
- 15.05.2020
- Categories: AVC Pro Subscription, Investment ideas, Personal finance
- Tags: AGG, BND, DJIA, IBB, IWM, QQQ, SPX, SPY, XLP, XLU
The best six months of the year for certain US stock indexes has ended. A defensive stance is warranted as the summer months arrive.
- 15.05.2020
- Categories: Analytics, AVC Pro Subscription, Personal finance
- Tags: SPX, Unemployment
Initial Weekly Jobless Claims in the past eight weeks totalled 36.5 million. The good news is the trend is lower. The peak in Initial Claims was two weeks ago, and an immediate precipitous retreat has taken place. Is this an effective indication of the end of the bear market in stocks?
- 20.04.2020
- Categories: Analytics, AVC Pro Subscription, Personal finance, Подписка AVC Про
- Tags: DJIA, Seasonal Strategy, SPX, TLT
So far, April has regained some of this years losses - in fact the NASDAQ is again positive for 2020.
What should investors do now that markets are entering the weakest period of the year? How bad could this year be, actually?