+ 7 (495) 684-04-00

Tag: EWZ

Friday Investment Talk: Commodities

A hot war has created hot commodity prices. Wheat was a big gainer this week, but also oil and non-ferrous metals took off. Brazil has shown strength this year as its relative strength outperforms many sectors. Healthcare companies such as our favorite BMY have a made a huge comeback this year. Selling continues everywhere else, …

Friday Investment Talk: Commodities Read More »

Friday Investment Talk: China, Brazil, Crypto ETFs, November Update

HK roars back
China turns around, Brazil swoons, Crypto ETFs launch - all as November rolls in and starts off the bullish season

Friday Investment Talk: Interactive Brokers Blacklisted, Emerging Markets, Rotation, Ford

CBR blacklists IB
CBR blacklists Interactive Brokers and Exante and 1800+ other companies. Emerging Markets perform well. Our stock picks and Investment Strategies show strength. New trade ideas are presented also.

Friday Investment Talk: Bitcoin, Marijuana, and UK Value

Friday Investment Talk Feb 12
A wild week for marijuana, bitcoin and 'meme' trading. The UK market is viewed as undervalued after Brexit.

Friday Investment Talk: Bitcoin, USD Weakness, Market Bullishness

This week we review Bitcoin's recent advance, USD weakness, Emerging Markets, November stock market strength, and a psilocybin company.

Correlations: How To Really Diversify

correlations with SPY (short)

Below we show a correlation matrix of some of the more popular US ETFs. As a reminder, the closer the correlation is to +1 the stronger the positive relationship. And the closer the number to —1 the stronger the negative relationship. How can we use this knowledge? Two ways: Diversification. One of the tenants of …

Correlations: How To Really Diversify Read More »

Looking Back at Brazil

Our article back on on January 16th highlighted Brazil stocks (EWZ) as a place to search for growth companies. We felt that Brazil’s economy should perform well in 2019 after better economic results and decreased regulation. We liked MercadoLibre (MELI) when the stock was trading in a range between $250 and $350 dollars. We then repeated our comments about MELI again in …

Looking Back at Brazil Read More »

Regional ETF Correlations with Oil

Developed markets are more correlated with oil than Emerging Markets. Russia and Gulf states are not as correlated to oil as many investors think.

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