AVC Strategy Discussion and Stock Idea
SPX gets extremely overbought. Our Core Strategy catches up. A breakout in RUTH is possible.
Friday Investment Talk: Millennials, Buffet, Bitcoin, Russian Taxes
Buffet and Munger hate on cryptos, while Millennials are bored with the stock market.
Russian tax reporting has changed, now requiring insurance products be reported. Fines are a joke.
Friday Investment Talk: Housing, Gold, Consumer Loans
Housing prices rose strongly in 2020, most of the growth in non-Urban areas. Furnishings and additions were also unusually strong as more people used their house for an office and school during COVID lockdowns. Uncertainty around gold’s direction continues, but Bitcoin looks to break out above $60K soon. The US auto manufacturers are suffering from Read more ➝
Friday Investment Talk: Value Vs Growth, Pharma, Stock Picks
Value stocks have been on a tear, while growth stocks and tech leaders have taken a back seat since late January. This has pressured the overall market indexes, e.g. the S&P 500 and the Nasdaq. March volatility arrived as promised and next week could exacerbate into more weakness as put-call ratios continue to rise and Read more ➝
Stock Research: Sport Betting Update
There is a lot of positive reaction from analyst community this morning for a sports betting stock we have covered in October. Analysts are just beginning to factor in the value of this new player to an increasingly large market in North America.
Friday Investment Talk: UK Budget, Bonds, and SPACs
UK budget changes were announced with repercussions for tax payers and pensioners. Buffet on bonds, and SPACs boom.
Video: Interest Rates
Today’s release of unemployment statistics in the US is impressive. Analyst comments put the current interest rate jitters in a historical perspective.
Stock Research: More Gambling
A deep dive into an up and coming esport betting company.
Semiconductors for Autos
With chip shortages hurting automakers production levels, especially in the EV marketplace, these semiconductor companies stand to gain.
Stock Research: Semiconductors
Two semiconductor stocks are technically set up to run after clearing good earnings reports.