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Tag: Seasonality

January Seasonality: Importance for 2021

The month of January has quite a bullish reputation among investors, but post election years tend to be weaker then others.

Santa Claus Rally: Three Stocks for a Rebound

A rally in underperforming small cap stocks is likely during January. We highlight a few names of interest here.
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Seasonality: Copper Continues

Markets have hit the typical weak part of December right on schedule. Things should brighten for the bulls by Christmas. Copper has been strong and is entering a seasonally bullish time of the year .
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Seasonality: Employment Report and December Trades

December seasonality after the November jobs report can turn weak until the later part of the month. Buying positions in bullish sectors is useful during this period. Oil and energy stocks perform well, while gold and silver enter a weak period.
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November Seasonality: Best Month in Election Years?

November is a very strong month for US equities, but in an election year it really shines for the SPX and DJIA. Its much weaker for tech and small cap stocks.
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Friday Investment Talk: US Elections, Seasonality, Europe, Japan and Emerging Markets

FIT Sept 18 2020

We take a first glance at Bank of America research on which sectors will benefit under the four possible election results in the US. Meanwhile, US sector rotation is visible. Investors are moving from technology to industrials. Emerging markets are holding up, also. Gold and Silver are flat. Barron’s highlights the possibility of Japan and …

Friday Investment Talk: US Elections, Seasonality, Europe, Japan and Emerging Markets Read More »

Trade for the Jewish Holidays

Next week starts the Jewish holidays and the relevant market adage, "Sell on Rosh Hashanah and buy on Yom Kippur” comes into play. Historically, the SPX was down roughly 58% of the time during this period.

October: Worst Month in Election Years

Elections
October can invoke fear into investors as it is usually a weak month. However, October often marks the lows for the year. Stay diligent!
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August Seasonality: Best Month for Tech and Small Caps?

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.
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Friday Investment Talk: Valuations, Growth to Value Transition, Gold and Healthcare Stocks

Investment Talks

Are markets overbought? The narrow bull market in FAANG and some other technology stocks has led to concern among analysts that stocks are out of sync with the economy. We explore how interest rate assumptions affect analyst pricing in discounted cash flow models and lead to inflated asset prices.  A discussion of the opposite case …

Friday Investment Talk: Valuations, Growth to Value Transition, Gold and Healthcare Stocks Read More »

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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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