This week we review Bitcoin’s recent advance, USD weakness, Emerging Markets, November stock market strength, and a psilocybin company.
December seasonality after the November jobs report can turn weak until the later part of the month. Buying positions in bullish sectors is useful during this period. Oil and energy stocks perform well, while gold and silver enter a weak period.
Domestic Chinese travel has recovered to levels seen before COVID. A recovery of Asian travel is likely to follow. Two stocks stand to revalue on an increase in mobility trends.
A very early stage biotech opportunity with links to big pharma. We are seeing small scattered call buying today.
Black Friday Sales are expected to be dominated by online shopping with overall sales increasing by 5% from 2019. Is this a low estimate?
Biotech and Solar ETFs breakout, while gold broke down this week.
Back in September, we mentioned this stock on news about its partnership with Microsoft. Since then it has pulled back mainly due to rotation from Growth to Value. We believe it has now bottomed and presenting a buying opportunity.
December is now the number three S&P 500 and Dow Jones Industrials month since 1950, averaging gains of 1.5% on each index.
We are following up on a recent IPO idea published on our telegram channel. This Medtech company looks towards a post COVID expansion in Europe and Asia.
This early stage media company sells at 20% percent discounted valuation to Netflix. It has double the revenue growth, higher margins and its service is only priced at $15/year!
The move from Growth stocks to Value names has been quick and decisive. We look at a big name tech stock to take advantage of a rotation back into growth.
