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Ideas

Our observations, insights and news from the investment world

S&P 500 Defies Seasonality

US markets have so far defied the typical seasonal summer weakness they normally exhibit. Weakness could show up in late September though.
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ETF Comparison for Dividend Income

For those clients seeking income, we have a choice between US Government Bonds, Dividend paying stocks and Real Estate.

Momentum Lags in 2021

Factor Strength 2021
Although broad domestic equity benchmarks are at or near all-time highs, 2021 has been a difficult year for momentum investors.
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September: Worst of the Worst Months

backtoschool
End of summer, back to school, and end of Q3 have created problems for markets in the past. Will history repeat this year?
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Friday Investment Talk: China, EM Inflation, Dividends

Yields of VNQ, DVY, TLT

Chinese stocks have been pounded lately as Xi puts pressure on companies to provide funding for socially beneficial projects. Arm twisting seems at play, as wealthy businessmen kowtow to politicians. Emerging markets face inflation as natural disasters, COVID and supply chain issues fuel shortages. Dividend ETFs always generate attention. We compare $DVY to owning the …

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A short essay on inflation and why what you might think could be wrong!

It is almost inescapable to read any financial journal these days and not be confronted by the word “inflation”. If we separate the underlying catalysts for current rise in CPI, we can determine that this is possibly a result of the economy reopening and nothing more sustained nor substantial.

Friday Investment Talk: Market Slowdown, Infrastructure, Climate Change

money supply

Equity markets look likely to slow their temp of growth, and maybe pullback. The US infrastructure bill passed. We discuss firms that will initially see inflows from increased spending, such as engineering, construction, and materials companies. Climate change offers emerging markets both headwinds and opportunities for growth. Looking at various statistics, the road ahead is …

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EV Charging

As part of the US infrastructure bill, EV charging stations will get some government support. Its not enough, and private investment will lead the development of a huge network of EV charging ports.
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Medtech Low Risk Trade

medtech
Legislation changes and a tie up with another major medtech innovator help propel this company's product into every operating room.
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Friday Investment Talk: UK, PMIs, Cryptos, Netflix and ConMed

FITs are now live on Facebook. This week we discuss UK dividend opportunities, the inflation threat of PMI delivery times, crypto risks and two stock trades.

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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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