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Tag: Elections

Mid-Term Matters

The US presidential election cycle last four years and shows definitive patterns historical that point to weakness in the first half of the second year. This leads to a run up in Q4 following thru to Q1 of year 3. This is known as the 'sweet spot' for investors.

Fund Review: Harmony

Global Equities ripped higher in November. The Harmony USD Global Equity faired especially well holding UK and vale assets.

Seasonal Strategy Update: Election Years

Seasonality is problematic this year, likely due to the elections and politics around another COVID stimulus package. Still, time and history work for the strategy.
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Friday Investment Talk: US Elections, Market Bullishness, and Fintech

Friday Investment Talk

As US elections approach we take a look at how election results move markets. We go through 10 lessons for all investors who are nervous going into the elections. History shows that there is nothing to be afraid of except uncertainty. Markets look bullish for October based on the AAII Investors Sentiment Survey and several …

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Friday Investment Talk: Oil and Energy, US Elections, Healthcare and Biotech, and a Tech Rebound

Friday Investment Talk
Oil and the energy sector have been beat up in September. Is there value there? Meanwhile, healthcare is being reviatalized. The tech sell off may be over for awhile, as markets show signs of being oversold.

Friday Investment Talk: US Elections, Seasonality, Europe, Japan and Emerging Markets

FIT Sept 18 2020

We take a first glance at Bank of America research on which sectors will benefit under the four possible election results in the US. Meanwhile, US sector rotation is visible. Investors are moving from technology to industrials. Emerging markets are holding up, also. Gold and Silver are flat. Barron’s highlights the possibility of Japan and …

Friday Investment Talk: US Elections, Seasonality, Europe, Japan and Emerging Markets Read More »

October: Worst Month in Election Years

Elections
October can invoke fear into investors as it is usually a weak month. However, October often marks the lows for the year. Stay diligent!
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August Seasonality: Best Month for Tech and Small Caps?

The month of August is usually one of the worst months of the year for US stocks. In years of a US presidential election (like 2020), August holds a special spot in the calendar for certain stocks.
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July Outlook Update: More COVID Threatens Rally

The increase is COVID cases in the US along with the upcoming presidential election make for an interesting summer of investors. July through October performance is a high predictor of the election. Is a July rally likely?
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This information is not an individual investment recommendation, and the financial instruments or transactions mentioned in it may not correspond to your investment profile and investment goals (expectations). It is your task to determine whether a financial instrument or transaction matches your interests, investment objectives, investment horizon and acceptable risk level. AVC Adisvory, Inc. and its affiliates are not liable for possible losses in case of making transactions or investing in the financial instruments mentioned in this information, and do not recommend using this information as the only source of information when making an investment decision.

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