Category: Personal finance
- 30.03.2022
- Categories: Analytics, AVC Pro Subscription, AVC UL Subscription, Personal finance
- Tags: DJIA, MACD, Seasonality, SPX
- 11.03.2022
- Categories: AVC Pro Subscription, News, Personal finance
- Tags: Fed, inflation, s&p500, Seasonality, volatility
- 6.03.2022
A hot war has created hot commodity prices. Wheat was a big gainer this week, but also oil and non-ferrous metals took off. Brazil has shown strength this year as its relative strength outperforms many sectors. Healthcare companies such as our favorite BMY have a made a huge comeback this year. Selling continues everywhere else, …
- 26.02.2022
- Categories: AVC Pro Subscription, News, Personal finance
- Tags: inflation, interest rates, Seasonality, Ukraine
- 26.02.2022
- Categories: Investment ideas, News, Personal finance
- Tags: LNG, Markets, russia, SBERCY, SPX, TNA, Ukraine
Liquid Natural Gas (LNG) cannot replace Europe’s reliance on Russia for heating fuel. Russia is a main supplier of both piped gas and LNG. Markets are relying a quick resolution to the Ukraine war. A ‘sell the rumor, buy the news’ event has taken place so far this year. Is this move sustainable? Market Indicators …
Friday Investment Talk: Gas Supplies, Russia-Ukraine, Bullish Markets Read More »
- 23.02.2022
- Categories: AVC Pro Subscription, Personal finance
- Tags: DJIA, QQQ, Russell 2000, Seasonality, SPX
- 21.02.2022
- Categories: News, Personal finance
- Tags: citizenship, Investing, UK
- 19.02.2022
- Categories: Investment ideas, News, Personal finance
- Tags: GLD, PXD, SPX, XOM, XOP
Markets were again weak with the $SPX falling 1.6% during the usually bullish options expirations week. European markets and gold showed strength, while energy stocks stay on their 2022 roll. Inflation fears has caused JP Morgan to look for 7 interest rate increase in 2022, yet none greater than 25 bps. Bank of America sees …
Friday Investment Talk: Europe, Inflation, Interest Rates Read More »
- 13.02.2022
- Categories: Investment ideas, News, Personal finance
- Tags: BKNG, CAT, CNHI, CVX, ISRG, RTX
The inflationary environment and post-COVID reopening is leading to pockets of bullishness in the US equity markets. ‘Its a stock pickers market’ is heard among investors. Energy, Industrial and Consumer Staple companies are outperforming while the Nasdaq and S&P500 continue to struggle.