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Tag: CVX

Friday Investment Talk: Pockets of Strength

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.

Friday Investment Talk: Driehaus, US Stimulus, Value Stocks

TLT Losses
We honor the passing of a great investor this week. We also review the stimulus package and find some interesting opportunities in value stocks.

China and the QQQs

US and China tensions are beginning to boil over after China passed a plan to increase its security presence in Hong Kong. The US State Department no longer considers Hong Kong to have significant autonomy and now threatens to revoke the special current special status it enjoys. Which US listed companies derive large amounts of revenue from Hong Kong and China? We look at how changes affect these companies and the indexes they comprise.
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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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