Ideas
Our observations, insights and news from the investment world
- 11.03.2022
- Categories: AVC Pro Subscription, News, Personal finance
- Tags: Fed, inflation, s&p500, Seasonality, volatility
What is the probability now of a recession? With employment optimism pitted against inflation pessimism, we look at the odds.
To access this post, you must purchase Subscription Plan – AVC Pro.
- 26.02.2022
- Categories: AVC Pro Subscription, News, Personal finance
- Tags: inflation, interest rates, Seasonality, Ukraine
A surprising Russian invasion in Ukraine has thrown the world back to a Cold War status. Mid-term election years are when these types of political and economic upheavals usually reveal their ugly heads. Going forward the market will work to find a bottom during a likely volatile year for investors.
To access this post, you must purchase Subscription Plan – AVC Pro.
- 23.02.2022
- Categories: AVC Pro Subscription, Personal finance
- Tags: DJIA, QQQ, Russell 2000, Seasonality, SPX
In mid-term election years, US markets perform generally well in March. Leadership in small caps stocks is discernible.
To access this post, you must purchase Subscription Plan – AVC Pro.
- 21.02.2022
- Categories: News, Personal finance
- Tags: citizenship, Investing, UK
Today's hot CPI numbers burned the market. The Fed's Bullard gets hawkish and may spell problems for the market going forward in February.
To access this post, you must purchase Subscription Plan – AVC Pro.
- 8.02.2022
- Categories: AVC Pro Subscription, Investment ideas, Personal finance
- Tags: AEP, D, DUK, FB, GOOG, IYW, NEE, Seasonality, SO, UTY, XLU
February has been getting lousier for investors. The first half is usually better than the second. Utilities and High Tech start bullish seasonal trends soon.
To access this post, you must purchase Subscription Plan – AVC Pro.
- 28.01.2022
- Categories: Analytics, AVC Pro Subscription, Investing basics
- Tags: DJIA, IWM, Seasonality, SPX
While the fundamental economic outlook remains positive for US markets, inflation and high stock multiples are wearing on investor sentiment. February could offer a reprieve for the market in the volatile mid-term election year.
To access this post, you must purchase Subscription Plan – AVC Pro.
- 3.01.2022
- Categories: News, Personal finance
- Tags: pension, UK
- 1.01.2022
- Categories: Analytics, Investment ideas, Personal finance
- Tags: Biotech, ETFs, GERM, IBB, XBI
- 29.12.2021
- Categories: Analytics, AVC Pro Subscription, Personal finance
- Tags: COVID, Seasonality
Mid-Term Januarys usually provide less than optimal market conditions for investors. They also are less prescriptive of the rest of the year's returns.
To access this post, you must purchase Subscription Plan – AVC Pro.