Category: News
- 11.12.2021
- Categories: Investing basics, Investment ideas, News
- Tags: CPI, interest rates, IWM, RSX, XLRE, XOP, XRT
High debt levels and inflation create difficulties for investors in 2022. ‘Financial Repression’ could become a household phrase. Inflationary pressures will put certain sectors in the spotlight. We watch oil and gas exploration and production, consumer staples and real estate as places for outperformance. A quick look the Russian ETF (RSX) reveals its need to …
Friday Investment Talk: Macroeconomics, Financial Repression in 2022 Read More »
- 29.11.2021
- Categories: News, Personal finance
- Tags: Gold, Seasonality, Turkey, usd
Markets sold off on the day after Thanksgiving in the US. What is typically a bullish period for the markets proved an undoing. The markets had their worst day of the year in 2021 and the worst Black Friday since 1931. Turkey is suffering an economic meltdown that is spreading to civic unrest. The lira …
- 20.11.2021
- Categories: Investment ideas, News, Personal finance
- Tags: Investing, Tech, Tesla
- 10.11.2021
- Categories: AVC Pro Subscription, Investment ideas, News
- Tags: bitcoin, COIN, Cryptos, Earnings
- 7.11.2021
COP26 hits Glasgow ushering in a chance for governments to change corporate rules on environmental policies. Accounting standards are one area of focus. Main issues include reducing emissions (adoption of EVs and reduction of coal industries), deforestation, diet change, and new tech for emerging markets. Clean Energy Tech ETF (ICLN) looks interesting as US small …
Friday Investment Talk: Glasgow Goes Green, China’s Value and Small Caps Breakout Read More »
- 6.10.2021
- Categories: Analytics, Investing basics, Investment ideas, News
- Tags: Copper, Energy, ESG, EV, US
- 3.10.2021
- Categories: Investment ideas, News, Personal finance
- Tags: china, inflation, interest rates, Retirement
- 26.09.2021
- Categories: Investing basics, Investment ideas, News, Personal finance
- Tags: Bitcoin, IWM, Stocks
The US outlined extensive ‘Clean Energy’ priorities that will create a magnitude of change in demand for metals and rare earth minerals, such as cobalt, lithium, copper, zinc, molybdenum, etc. China is a main supplier of many of these elements key in electricity production from wind and solar power. Politics and transport issues can create …
Friday Investment Talk: Clean Energy Minerals, Cryptos, Market Pullback Read More »