Investing in COVID-19 Times

Markets are near all-time highs across the board. The NASDAQ 100 (QQQ) has outperformed all major indexes as investors flock to quality technology names such as AMZN, AAPL, MSFT, FB and GOOG. These stocks account for a full 50% of the NASDAQ’s gains since the COVID low on March 23, 2020. More COVID Cases Despite Read more ➝

Friday Investment Talk: ESG, Corporate Debt, and Fundamental Weakness

This Friday we follow up on our ESG webinar from Wednesday. ESG ETFs have witnessed explosive growth in terms of AUM and number of listings. ESG outperfomance vis-a-vis SPX and even the NDX is evident lately. Certain institutional investors have pushed this stretched trend recently. Many market indicators (both fundamental and technical) are very overbought. Read more ➝

Friday Investment Talks

Friday Investment Talk: Overbought Markets Headed Into Summer

Stocks are still bullish from a technical point of view – the Put/Call ratio is overbought, but not yet negative.

All time highs for percentage of stocks above their 50-day moving averages (95%).

Seasonality is generally weak in summer months, but summers are better in election years than other months in election years, and better than in summer months in non-election years. Research from Bank of America,

Cylicals could take the lead in the summer, as social media and tech companies under polical pressure.

Rare Technical Signal

Since broad domestic equity indices posted a bottom on March 23rd, they have not looked back. In fact, the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average have each rebounded with price returns in excess of 30%.

As a result of this upward movement a number of indicators have turned positive. What does this mean longer term for equity markets?

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China and the QQQs

US and China tensions are beginning to boil over after China passed a plan to increase its security presence in Hong Kong.

The US State Department no longer considers Hong Kong to have significant autonomy and now threatens to revoke the special current special status it enjoys.

Which US listed companies derive large amounts of revenue from Hong Kong and China? We look at how changes affect these companies and the indexes they comprise.

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AVC Webinar

Friday Investment Talk: US Market Update, Diversification, and Asian Market Opportunities

We have a just launched the first session of our new weekly “Friday Investment Talk” series. This week Alan, Mike, and I discuss the continuation of the bull market’s posture. Mike speaks of how client’s ‘fear of missing out’ leads to overly concentrated portfolios. Alan highlights how the recent Chinese sell off could be a buying opportunity, as other Asian markets look strong.

dividend stocks perform better

New Research: Dividend Investing

This is the first of a new series of monthly research articles designed to help investors build high quality dividend growth stock portfolios for the long term.

AVC Advisory’s Dividend Investing
Research (DIR) uses momentum trading strategies to identify which dividend securities are trading in a positive manner relative to both the market and other income investements.

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COVID and gold

COVID Emergency Funds, the Price of Gold, and the Stock Market

Having one’s cake and not eating it. When I came to Russia, my first summer was hot and sunny and I took to cycling, exploring the city’s cycle paths, one of my favourites being the one that runs along Bolshaya Nikitskaya up to the Garden Ring. For those unfamiliar, the Garden Ring is a ring Read more ➝