Sports Betting Play: Update
A leading sports betting stock has come on hard times, as NFL teams are contracting COVID. But earnings are coming soon. Its to early to count this one stock out.
Friday Investment Talk: US Elections, Market Bullishness, and Fintech
As US elections approach we take a look at how election results move markets. We go through 10 lessons for all investors who are nervous going into the elections. History shows that there is nothing to be afraid of except uncertainty. Markets look bullish for October based on the AAII Investors Sentiment Survey and several Read more ➝
Another MedTech Trade Idea
We highlighted in various webinars and last weeks FIT that MedTech is a strong sector currently. We review a trade idea in that sector.
Friday Investment Talk: Oil and Energy, US Elections, Healthcare and Biotech, and a Tech Rebound
Oil and the energy sector have been beat up in September. Is there value there? Meanwhile, healthcare is being reviatalized. The tech sell off may be over for awhile, as markets show signs of being oversold.
Friday Investment Talk: USD Interest Rates, Currencies, China and Vietnam
This week we review how US real negative interest rates have pressured the USD while giving strength to the Euro and some emerging market currencies and sovereign debt. We look at commodities, FAANG stocks, china and even Vietnam.
Andrey Movchan Interview
AVC Advisory’s Alan McGregor and Michael Barry interview Andrey Movchan, an asset manager and non-resident scholar of the Carnegie Moscow Center.
August Seasonality: Best Month for Tech and Small Caps?
The month of August is usually one of the worst months of the year for US stocks. In years of a US presidential election (like 2020), August holds a special spot in the calendar for certain stocks.
Starbucks
We see an increase in short term call buying in Starbucks. Loyalty programs seem to be driving high customer demand.
Friday Investment Talk: Brexit and EU during COVID, US Fed Actions, Inflation and the Summer Market
As Europe reopens, UK’s BOE announces the economic recovery will be ‘V-shaped’. Tourist travel seems to be picking up and markets (especially tech stocks) reacted well – as is usual in this seasonal bullish period. Q2 earnings reports are on the horizon, with stocks priced for perfection.
Fiscal stimilus is ending in the US as government transfer reciepts and other forms of unemployment support expire. As elections come to the forefront and COVID cases increase further aid is likely. The effects on inflation will be muted until employment levels come back and wages increase.
Friday Investment Talk: Russian Taxes, Market Valuation, MLPs and Credit Quality
AVC partners review Veronika’s participation in the Russian Portfolio Investment Conference where she discussed our Dividend Investment Research (DIR), and the new 13 to 15% income tax for Russian non-residents, down from 30%. We reviewed the influence of recent central bank actions stocks and bond pricing. Credit quality is likely to become more of Read more ➝