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Our observations, insights and news from the investment world

Friday Investment Talk: Retirement Investing, China, Inflation

inflation employment financial stability
Retirees search for dividends, enduring low returns while risking running our of money. Managing withdrawals can extend and grow retirement savings. China and inflation news headlines sent markets lower in September. Seasonality changes for the better in October.

October Seasonal Set Up

MACD October
October is the last month of seasonal weakness for the US equity markets. The recent pullback sets October up for a turn around to start a more bullish period.
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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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Gas Price Crisis in Europe

Gas Futures hit record prices - €79 Mw/h on 15th Sep on October price – that’s up 250% since January – and expectations are that it “may hit three figures”. Its all a bit of a mystery and not a small dose of geopolitics but more importantly how can investors play this scenario?

October: A Bear Killer

October often evokes fear on Wall Street. Equity market distress can become a self-fulfilling prophecy. October is also a turnaround month often called a “bear killer”.
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Friday Investment Talk: ETFs, Natural Gas, US Markets

Friday Investment Talk

After visiting the Money Show annual conference in Las Vegas, we review Bloomberg’s ‘Hot ETFs’ list – ETFs likely to grab investors attention through the rest of 2021. Then we turn to Europe to look how natural gas prices have soared this year, putting pressure on European households headed into the winter months. Back in …

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Friday Investment Talk: Lithium, Iron Ore, Palladium, Inflation

Friday Investment Talk

Lithium prices are set to rise over the next decade. We have previously discussed Albemarle (ALB) and Sociedad Química y Minera (SQM) as main beneficiaries of this trend. We review these again during this week’s Live Facebook chat. Other metals, like iron ore and palladium look to have peaked recently after strong runs. Chinese PMI …

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Medtech: Reimbursement Price Noise

Medtech header
After July rumblings of increased fees and lack of reimbursements for this medtech company's products, a recent survey shows uptake is growing above expectations.
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Friday Investment Talk: PPLI, US Recovery & Jobs Data

Economist Normalcy Index

As the US and many other countries discuss raising individual income taxes, private placement life insurance comes again into focus. Its always been a mechanism to legally hide investments from taxes, but now it is receiving a renewed interest from even less wealthy individuals. A bullish fund manager feels a return to normalcy will send …

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Friday Investment Talk: Powell, Value, Biotech, China EV

Powell frown
Powell stays dovish, GS likes biotech, and Evergrande blows up.

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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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