Market In A Minute Blog

PVG Market In A Minute – November 17, 2020

The market is changing rapidly. The Pfizer vaccine last week has been the catalyst for a massive rotation, along with the relief of no Blue Wave (the republicans holding the Senate), and the potential for a significant stimulus bill. Now we have another vaccine from Moderna that looks to be slightly better. It appears by…

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PVG Market In A Minute – November 10, 2020

Finally, some of the election is behind us. The market likes the divided government, with the Senate being controlled by the Republicans, this blocks the Biden tax increase and other potential policies that would hurt businesses. To continue reading click below: Market in a Minute

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PVG Market In A Minute – November 3, 2020

To say this is an important week for the market is an understatement. The event that is of most importance for the markets is the election and control of congress. The reason this is the case is it appears the Democrats seem to have swung so far left that their policies, if enacted, would have…

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PVG Monthly Update Loss Averse Equity Income – October 2020

The strategy focuses on the value sectors of market looking for attractive higher dividend paying stocks. The goal of the strategy is to deliver a dividend yield of between 4% and 6% on an annual basis. The current dividend yield of 4.3%, the yield is at the lower end of the historical range as some…

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PVG Monthly Update Total Tactical Return – October 2020

The Tactical Total Return strategy has multiple benefits. First, by using our technical model of moving averages the strategy quickly moves to being defensive faster than any of the PVG strategies. As an example, the strategy performed beautifully in February of this year and in many other periods when the market fell. The S&P 500…

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PVG Monthly Update Emerging Healthcare – October 2020

As of October 20th , the PVG Emerging Healthcare Strategy is up 12.62% for 2020 thus far. PVG began offering this composite recently, the management of PVG has been managing this type of strategy since 2012, and are now offering it for all PVG customers. The strategy is very unique, as it is focused generally…

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PVG Monthly Update Emerging Healthcare – October 2020

As of October 20th , the PVG Emerging Healthcare Strategy is up 12.62% for 2020 thus far. PVG began offering this composite recently, the management of PVG has been managing this type of strategy since 2012, and are now offering it for all PVG customers. The strategy is very unique, as it is focused generally…

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PVG Market In A Minute – October 27, 2020

On Monday, the market fell close to -2% (we mentioned last week the markets felt heavy), we believe it was attributable to an uptick in the virus causing concern the economy will begin to stall and we have no stimulus bill. Also, the election looms large. To continue reading click below: Market in a Minute…

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PVG Market In A Minute – October 20, 2020

The market feels heavy as the election is looming and the market is waking up to the reality, the other big issue is there is still no stimulus bill. The talk of the size of the bill is enormous, $1.8 trillion roughly or more, which is about 9% of GDP. Hard to see a bill getting…

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PVG Market In A Minute – October 14, 2020

Last week, we mentioned the energy sector was particularly attractive given the underperformance of the sector for the year and the very negative sentiment. The sector went up a strong 6.9% last week. To continue reading: Market in a Minute 2020-10-14

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