Tag: COVID
- 6.11.2020
- Categories: Analytics, AVC Pro Subscription, Investment ideas
- Tags: COVID, Stocks
If COVID cases continue to rise this winter, this stock stands to gain. Currently, revenue growth rates exceed 100% year over year.
- 31.10.2020
Reliance on coal for energy in the US continues to fall, even under the Trump administration. Solar power is on the rise. As the US market pulls back, US tech stocks underwhelming guidance is likely misleading.
- 9.10.2020
- Categories: Analytics, AVC Pro Subscription, Investment ideas
- Tags: COVID, Stocks
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.
- 4.10.2020
- Categories: Analytics, Investment ideas, News, Personal finance
- Tags: COVID, Elections, ETFs, GLD, market trends, Stocks
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 …
Friday Investment Talk: US Elections, Market Bullishness, and Fintech Read More »
- 1.10.2020
- Categories: Analytics, AVC Pro Subscription, Investment ideas
- Tags: COVID, Medtech
We highlighted in various webinars and last weeks FIT that MedTech is a strong sector currently. We review a trade idea in that sector.
- 28.09.2020
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.
- 3.08.2020
- Categories: Investment ideas, Personal finance
- Tags: $VNM, china, COVID, Gold, oil, Rubles, SLV, usd
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.
- 29.07.2020
- Categories: Investment ideas, Personal finance
- Tags: COVID, inflation, interview
AVC Advisory’s Alan McGregor and Michael Barry interview Andrey Movchan, an asset manager and non-resident scholar of the Carnegie Moscow Center.
- 27.07.2020
- Categories: Analytics, AVC Pro Subscription, Investment ideas, Personal finance
- Tags: COVID, DJIA, dow jones, Elections, NASDAQ, Russell 1000, Russell 2000, S&P 500, Seasonality
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.
- 21.07.2020
- Categories: Analytics, AVC Pro Subscription, Investment ideas
- Tags: COVID, SBUX
We see an increase in short term call buying in Starbucks. Loyalty programs seem to be driving high customer demand.