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Ideas

Our observations, insights and news from the investment world

Friday Investment Talk: US Elections, Market Bullishness, and Fintech

Friday Investment Talk

As US elections approach we take a look at how election results move markets. We go through 10 lessons for all investors who are nervous going into the elections. History shows that there is nothing to be afraid of except uncertainty. Markets look bullish for October based on the AAII Investors Sentiment Survey and several …

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Seasonal Update: October Uncertainties

After five straight monthly gains, the US stock market finally came under pressure in September. The NASDAQ hit the 'correction level' of a 10% slide. Markets have rebounded, but October is usually weak. Patience is needed for entry into the seasonally positive part of the year.
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Another MedTech Trade Idea

We highlighted in various webinars and last weeks FIT that MedTech is a strong sector currently. We review a trade idea in that sector.
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Friday Investment Talk: Oil and Energy, US Elections, Healthcare and Biotech, and a Tech Rebound

Friday Investment Talk
Oil and the energy sector have been beat up in September. Is there value there? Meanwhile, healthcare is being reviatalized. The tech sell off may be over for awhile, as markets show signs of being oversold.

VIX, US Elections and Market Distortions

With such a highly divisive election coming in November, a ‘VIX bubble’ has appeared. This is distorting how traders are reacting to the current market sell off.
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Medtech: Diabetes Stock Idea

Two companies compete in a large and growing diabetes market in the US. New technology brings a complementary, yet competitive product to the market that is gaining market share. Is a take over opportunity coming?
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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 …

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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.

Trade Ideas

Several trade ideas are presented in this paper. These are shorter term trading ideas for swing traders.
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Is There a Performance Advantage for Stocks Being Added to the S&P 500?

SPX new stock inclusion performance
We examine whether there is a performance advantage for stocks being added to the S&P 500.
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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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