FIT Sept 18 2020

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

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 Read more ➝

Gaming market

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

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.

Seasonal ETF Trade Updates

July and the second half of the year have started off consistent with historical trends and patterns. The first trading day was mostly positive with S&P 500 and NASDAQ recording gains. However, July has historically been a month of transition with gains early and weakness in the second half. Meanwhile, three seasonal tredns start in July.

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Market Trends: Silver and Gold

One of the bright spots in the commodities asset class, as well as the broader market this year, has been precious metals. In Q2 2019 among all alternative assets, precious metals ETFs were well represented in the top ten.

The recent rally in precious metals presents a few questions. Why this type of performance in precious metals? How have technicals improved as a result?

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Seasonal Trade Strategy: July

July starts strong, but often finishes weaker. The week after Options Expiration week – this year starting on the 22nd – can be particularly volatile. July ends the NASDAQ’s best eight months, and starts its worst four months . We will provide notification when the NASDAQ sell signal comes.

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