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Posts Tagged ‘international markets’

Why Weakness in Commercial Real Estate May Signal Trouble

By Tim Fortier | March 29, 2023 | 0

REIT investors are having a terrible year.   The guiding principle of relative strength investing is to invest in what’s strong and avoid what is weak.  The underlying principle of this approach is that assets that have been performing well in the recent past are likely to continue to do so in the future, while those…

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The Fed Announcement’s Implications for Banks

By Tim Fortier | March 23, 2023 | 0

It’s about to get interesting… I think we’re about to see some bodies.  Yesterday, the Federal Reserve announced another 25bps increase in interest rates.  The Fed and Jay Powell made it clear that there is no trade-off between taming inflation and financial stability.  Echoing the thoughts of his European counterparts, Jerome Powell said it’s the…

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Relative Strength Update: Failing Bank Implications 

By Chris Rowe | March 21, 2023 | 0

After a tumultuous 2022, 2023 was off to a great start. Then banks threw a monkey wrench into the machine.  Now the S&P has almost erased its impressive YTD gains, several banks are failing, and the prospect of a worldwide banking crisis looms…  In times like these, it’s easy to become emotional and get caught…

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Everything You Need to Know About the FDIC

By Michael Reilly | March 18, 2023 | 0

Unfortunately, the sudden collapse of several large Regional banks over the last week has that boring old Federal Deposit Insurance Corporation (FDIC) insurance back as a topic of conversation.  So, we thought it might be helpful to highlight what the FDIC covers and how much… and maybe most importantly, what it does not cover. The…

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A Helpful Q&A on the Bank Crisis

By Michael Reilly | March 16, 2023 | 0

And here’s the price paid… Last weekend’s fallout from the Silicon Valley Bank’s (SVB) failure has dominated market news. So I want to address some of the questions and concerns surrounding what’s happening in the banking sector. Let’s dig in… Last Friday, Silicon Valley Bank (the 16th largest bank in the U.S.) failed and was…

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SVB Collapse Sparks Concerns About Systemic Risks in Financial System

By Tim Fortier | March 15, 2023 | 0

Two bank failures and a falling stock market. What is going on?    The events of the past week have caught many investors off guard, but for our regular readers and clients, you know that we have been warning about the growing risks in the markets for some time.  On March 1, I discussed how there…

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Don’t Lose Sight of the Bigger Picture

By Michael Reilly | March 12, 2023 | 0

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…

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International Stocks Continue to Outperform U.S.

By Chris Rowe | February 14, 2023 | 0

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…

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What Can Dow Theory Tell Us About Today’s Market?

By Michael Reilly | February 9, 2023 | 0

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…

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Is Bad News Good News?

By Tim Fortier | February 7, 2023 | 0

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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Why Weakness in Commercial Real Estate May Signal Trouble

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