Ideas
Our observations, insights and news from the investment world
The copper-gold ratio recently climbed out of a visible trough whiile interest rates have generally trended upwards too – this adds credibility to the higher for longer narrative.
Investors likley want to see a soft landing more than they want to see rate cuts.
- 26.04.2024
- Categories: AVC Pro Subscription, AVC UL Subscription, Investing basics, Personal finance
- Tags: DJIA, NASDAQ, Russell 2000, S&P 500, Seasonality
Following 5 months of gains, April will likely end with a first negative monthly return in 2024. This provides worry for a weak May also.
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- 17.02.2024
- Categories: Analytics, AVC Pro Subscription, AVC UL Subscription, Investment ideas
Last week, BoA published two articles that seemingly opposing forecasts for global equity markets. After closer look, BoA puts forth a strong case for sector rotation, as the global economy performs a soft-landing.
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- 27.12.2023
- Categories: Analytics, Investing basics
- Tags: Santa Claus Rally, Seasonality
The Santa Claus Rally is a phenomenon in the stock markets that consists of a rise in stock prices from the last week of December to the first two days of January. The S&P 500 has averaged gains of 1.10% in retrospect during this rally. Will there be a Santa Claus Rally this year?
- 21.12.2023
- Categories: Analytics, AVC Pro Subscription, AVC UL Subscription
- Tags: Seasonality
When looking at the seasonal patterns for election years, like 2024, mostly bullish patterns appear for the US markets. The most bullish scenario is when there is a sitting president running for reelection. In those years, NASDAQ has averaged a full-year gain of 19.14%. This is much stronger than the 12.73% average gain in all …
Election Years: Importance of Incumbant Read More »
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- 15.12.2023
- Categories: Analytics, AVC Pro Subscription, Investment ideas
- Tags: Seasonality, TAX
A list of stocks likely to bounce after tax loss harvesting.
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- 11.12.2023
- Categories: AVC Pro Subscription, AVC UL Subscription, Investment ideas
- Tags: Healthcare, Stocks
Two companies seem poised for continued strong upside appreciation. Overall descretionary healthcare spend still increasing.
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- 29.11.2023
- Categories: AVC Pro Subscription, AVC UL Subscription, Investment ideas
As Hyperscalers like Microsoft and Amazon develop their cloud computing, one chip stock stands to benefit as the companies build specific chips for their servers.
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We examine differences in AI-related funds and highlight some names you might not consider to be AI-related. Even though artificial intelligence (AI) continues to make headlines, not all AI-related investments have seen the same price action over the last few months. The fresh headlines from the weekend discussed Sam Altman being ousted as the CEO …
- 21.11.2023
- Categories: Analytics, AVC Pro Subscription, AVC UL Subscription
- Tags: IWM, Russell 2000, S&P 500, Seasonality, SPX
December is better than November in Pre-election years for the most part. Weakness in the beginning will lead to a good run in the end of the month.
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