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Don’t Lose Sight of the Bigger Picture
Thursday’s headlines were focused squarely on the collapse of Silicon Valley Bank and Silvergate Capital. Last week’s news will inevitably get replaced by the next big thing. That big thing? Doesn’t really matter… You’ll hear about it. You’ll hear what the numbers mean. And you’ll certainly get a healthy dose of predictions. Every day it’s…
Read MoreIs This the Death of Dividend Investing?
Dividends have historically been an important component of the overall stock market return. In fact, many investors view dividends as a crucial part of their investment strategy, particularly those who seek regular income from their investments. Over the long term, dividends have contributed a significant portion of the total return for many stocks. According to…
Read MoreThe Next Debt Crisis
Today we’re going to take a macro look at both savings and debt and what they may be signaling for investors… Because too many American workers have seen their standard of living decline due to inflation. Over the last three years, many Americans witnessed a collapse in their standard of living as inflation outpaced income…
Read MoreRelative Strength Update: Risks May Be Growing
There’s an old saying that the only certainty is uncertainty when it comes to the financial markets, and it couldn’t be more true. For Avalon, the North Star that guides us through the markets has been and always will be Relative Strength. For over 20 years, we’ve researched and tested the Relative Strength strategy we…
Read MoreThe 3 Charts You Need to See Today
Every day more and more of the news implies that equity markets around the world have gotten ahead of themselves – that the fundamentals don’t support the surge in price. Here in the U.S., the message has been pretty consistent. As long as employment remains at current levels and inflation remains stubborn, we can assume…
Read MoreWhat Can An Investor Do Right Now?
Despite the recent rally from the 4th quarter lows, the markets are still significantly down from their peaks. And while the tech rally has been impressive, the run might be starting to fizzle out. It’s possible that there still may be more declines ahead. Interest rates, after a brief pause, are back on the rise,…
Read MoreIt’s February – What Are You Expecting?
Market participants just can’t get enough of the reasons why markets are doing whatever it is they’re doing right now. The current narrative is all about CPI data… It’s guessing if the Fed will raise rates by 25 basis points or 50 bps… Or it’s all the talk about a hard landing, soft landing, or…
Read MoreInternational Stocks Continue to Outperform U.S.
At Avalon, Relative Strength remains our preferred way to analyze the markets and is the main driver of our portfolio strategy, so today we’ll remind you of what we see as the bigger picture. On the basis of absolute momentum, International Equity and Emerging Markets remain the two top-ranked asset categories. Despite the rallies in…
Read MoreWhat Can Dow Theory Tell Us About Today’s Market?
Today, I’m going to give you one of the oldest measures of the market and economic health I know… it’s one of the originals, as a matter of fact. Dow Theory is one of the oldest techniques in market analysis and was created by Charles Dow in the 1880s, yet it’s just as relevant today…
Read MoreIs Bad News Good News?
If there’s anything I’ve learned in my 30-plus years of following the markets, it’s that the market is going to do what the market is going to do. Those who try to make sense of it will surely give up in despair at some point because there will be a time it defies conventional logic.…
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