+ 7 (495) 684-04-00

Category: Personal finance

Friday Investment Talk: Retirement Investing, China, Inflation

inflation employment financial stability
Retirees search for dividends, enduring low returns while risking running our of money. Managing withdrawals can extend and grow retirement savings. China and inflation news headlines sent markets lower in September. Seasonality changes for the better in October.

October Seasonal Set Up

MACD October
October is the last month of seasonal weakness for the US equity markets. The recent pullback sets October up for a turn around to start a more bullish period.
To access this post, you must purchase Subscription Plan – AVC Pro.

Friday Investment Talk: Clean Energy Minerals, Cryptos, Market Pullback

Clean Energy Minerals

The US outlined extensive ‘Clean Energy’ priorities that will create a magnitude of change in demand for metals and rare earth minerals, such as cobalt, lithium, copper, zinc, molybdenum, etc. China is a main supplier of many of these elements key in electricity production from wind and solar power. Politics and transport issues can create …

Friday Investment Talk: Clean Energy Minerals, Cryptos, Market Pullback Read More »

Friday Investment Talk: PPLI, US Recovery & Jobs Data

Economist Normalcy Index

As the US and many other countries discuss raising individual income taxes, private placement life insurance comes again into focus. Its always been a mechanism to legally hide investments from taxes, but now it is receiving a renewed interest from even less wealthy individuals. A bullish fund manager feels a return to normalcy will send …

Friday Investment Talk: PPLI, US Recovery & Jobs Data Read More »

Friday Investment Talk: Powell, Value, Biotech, China EV

Powell frown
Powell stays dovish, GS likes biotech, and Evergrande blows up.

S&P 500 Defies Seasonality

US markets have so far defied the typical seasonal summer weakness they normally exhibit. Weakness could show up in late September though.
To access this post, you must purchase Subscription Plan – AVC Pro.

Momentum Lags in 2021

Factor Strength 2021
Although broad domestic equity benchmarks are at or near all-time highs, 2021 has been a difficult year for momentum investors.
To access this post, you must purchase Subscription Plan – AVC Pro.

September: Worst of the Worst Months

backtoschool
End of summer, back to school, and end of Q3 have created problems for markets in the past. Will history repeat this year?
To access this post, you must purchase Subscription Plan – AVC Pro.

Friday Investment Talk: China, EM Inflation, Dividends

Yields of VNQ, DVY, TLT

Chinese stocks have been pounded lately as Xi puts pressure on companies to provide funding for socially beneficial projects. Arm twisting seems at play, as wealthy businessmen kowtow to politicians. Emerging markets face inflation as natural disasters, COVID and supply chain issues fuel shortages. Dividend ETFs always generate attention. We compare $DVY to owning the …

Friday Investment Talk: China, EM Inflation, Dividends Read More »

Friday Investment Talk: Market Slowdown, Infrastructure, Climate Change

money supply

Equity markets look likely to slow their temp of growth, and maybe pullback. The US infrastructure bill passed. We discuss firms that will initially see inflows from increased spending, such as engineering, construction, and materials companies. Climate change offers emerging markets both headwinds and opportunities for growth. Looking at various statistics, the road ahead is …

Friday Investment Talk: Market Slowdown, Infrastructure, Climate Change Read More »

For Whom

Our Expertise

Our Solutions

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.

Twitter Facebook Linkedin-in Youtube Telegram-plane
Scroll to Top