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Hot CPI

Today's hot CPI numbers burned the market. The Fed's Bullard gets hawkish and may spell problems for the market going forward in February.

February Seasonality

February has been getting lousier for investors. The first half is usually better than the second. Utilities and High Tech start bullish seasonal trends soon.
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Friday Investment Talk: Europe, Interest Rates, Market Volatility

European interest rates rising, while the US is geared up for 5 hikes of 25 basis points in 2022. The market has shown extreme volatility lately as the interest rate hikes don’t jive with corporate earnings and future guidance.

Friday Investment Talk: Fear and Market Suffering

Markets were on a wild ride in January, especially this last week. We expected this would be the 4th negative week for the markets, but strength in the last few hours turned this week positive. On many levels and by many measures the market is extremely oversold, but so far few buy signals have developed. …

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Friday Investment Talk: Inflation, Bonds, Quality Stocks

Inflation has pushed interest rates higher and wrecked havoc in bond markets. Investors turn away from SAAS towards ‘reopening stocks’ in the Industrial sector. This rotation has crimped the markets so far this year and could spell trouble for most of 2022.

Reduction in Life Expectations means State Pension “Bonus” – UK Pensions Update 2022

A little known fact is one of the multitude of variables used by the UK pensions authority to calculate state pension liabilities involve both expected mortality AND the ratio that has on time spent working verses retirement.

Biotech – Analysis and Outlook

AVC have focused on the two leading Biotech ETFs over the last few years, but it has been a tough year. We follow XBI and IBB. XBI is SPDR S&P Biotech, and IBB is iShares Biotechnology.

January Market Expectations

Mid-Term Januarys usually provide less than optimal market conditions for investors. They also are less prescriptive of the rest of the year's returns.
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Friday Investment Talk: Christmas Gifts, ETF Inflows, Housing, and US Population

Ray Dalio suggests gifting gold coins for Christmas, while investors set records for ETF inflows in 2021. ESG ETFs grew while IPO ETFs underperform. Markets sold off in December providing a bullish setup in two pet supply companies as put/call ratios roll over to buy signals for the S&P 500 index. Beware of mid-term US …

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Friday Investment Talk: Oil and Energy, Real Estate, Sector Rotation

Energy markets look to be in a long term bull market with continued strength in oil prices fueling additional exploration. Real Estate prices for residential housing are rising faster than rents. Likely rents will play catch up in 2022. Sector rotation towards quality and low volatility is taking place since the Federal Reserve has began …

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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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