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Tag: IWM

December Stay Bullish

December is better than November in Pre-election years for the most part. Weakness in the beginning will lead to a good run in the end of the month.

Pre-Election Year November

November marks the beginning of the bullish season for stocks, especially small caps. As the market moves to bullishness we have witnessed a huge rally.
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Weak August but Strong September?

Step Carefully
September gets no respite from positive pre-election year forces. Positive year returns going into what becomes a bad August leads to a better chance of September being a decent month, however.
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Friday Investment Talk – Bullish Indicators, Deglobalization

Put Call Ratios
Bullish Indicators for US markets. News highlights deglobalization, but trends do not show the threat.

More Volatility in February

While the fundamental economic outlook remains positive for US markets, inflation and high stock multiples are wearing on investor sentiment. February could offer a reprieve for the market in the volatile mid-term election year.
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Now A Nibble

With 'stay at home' COVID pet purchases fueling a frenzy in animal health products, this pet care delivery service boomed. On the 'return to normal' trade, the company has fallen out of favor, undeservedly so as growth is still robust and margins expand.
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Friday Investment Talk: Macroeconomics, Financial Repression in 2022

High debt levels and inflation create difficulties for investors in 2022. ‘Financial Repression’ could become a household phrase. Inflationary pressures will put certain sectors in the spotlight. We watch oil and gas exploration and production, consumer staples and real estate as places for outperformance. A quick look the Russian ETF (RSX) reveals its need to …

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Friday Investment Talk: Glasgow Goes Green, China’s Value and Small Caps Breakout

COP26 Greenpeace boat

COP26 hits Glasgow ushering in a chance for governments to change corporate rules on environmental policies. Accounting standards are one area of focus. Main issues include reducing emissions (adoption of EVs and reduction of coal industries), deforestation, diet change, and new tech for emerging markets. Clean Energy Tech ETF (ICLN) looks interesting as US small …

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Friday Investment Talk: Clean Energy Minerals, Cryptos, Market Pullback

Clean Energy Minerals

The US outlined extensive ‘Clean Energy’ priorities that will create a magnitude of change in demand for metals and rare earth minerals, such as cobalt, lithium, copper, zinc, molybdenum, etc. China is a main supplier of many of these elements key in electricity production from wind and solar power. Politics and transport issues can create …

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Friday Investment Talk: Dividends, Lumber, Fintech, Sell Signals

Service PMIs
Lumber falls. Communications stocks have juicy dividends. Fintech VC deals lead to exorbitant stock market listings. Sell signals arise in a seasonally weak period.

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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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