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Tag: ETFs

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.

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: ETFs, Natural Gas, US Markets

Friday Investment Talk

After visiting the Money Show annual conference in Las Vegas, we review Bloomberg’s ‘Hot ETFs’ list – ETFs likely to grab investors attention through the rest of 2021. Then we turn to Europe to look how natural gas prices have soared this year, putting pressure on European households headed into the winter months. Back in …

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Friday Investment Talk: Emerging Markets

Friday Investment Talk
Valuations are compelling in Emerging Markets, but momentum is weak. Seasonally, June is weak. Gold and silver show strength against dollar weakness.

Worst Six Months

Bulll weathervane
'Sell in May' critics are running wild this year. Meanwhile, bearish trends are usually strong in the next six months. Historically, these months warrant caution.
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Friday Investment Talk: Chinese Consumers, E-Commerce, Space Exploration, Seasonality, Small Caps and Bitcoin Bubbles, and OZON

FIT Jan 15
Fidelity is bullish on China. Goldman Sachs likes OZON. ARK's Cathie Wood likes space exploration. But, seasonality does not bode well for markets in late January/February.

Friday Investment Talk: US Elections, Market Bullishness, and Fintech

Friday Investment Talk

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 …

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Friday Investment Talk: Gaming Companies and TAM, Momentum Stock Sell Off, Hedging with ETFs, Natural Gas and Gazprom

Gaming market
We cover everything from gaming market size to natural gas prices. We even give a glimpse of some of the research tools we use to find secor based ETFs. Momentum stocks and hedging ideas are also tossed around in this week's short session.

Friday Investment Talk: ESG, Corporate Debt, and Fundamental Weakness

This Friday we follow up on our ESG webinar from Wednesday. ESG ETFs have witnessed explosive growth in terms of AUM and number of listings. ESG outperfomance vis-a-vis SPX and even the NDX is evident lately. Certain institutional investors have pushed this stretched trend recently. Many market indicators (both fundamental and technical) are very overbought. …

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Dividend Investment Research Update: MLPs moving

Here we update our Dividend Investment Research (DIR) that we initiated last month. In our momentum appraoch, we run monthly screens that show the top performing stocks from each of 6 Dividend ETF categories.
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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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