Avory & Co.

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Avory & Co. Discovering value in a world of innovative growth. We invest in valuable companies led by exceptiona Finance

A little Avory on the road in Mexico 🇲🇽🏁Proud to be sponsoring a vehicle participating in the 2026 La Carrera Panamerica...
10/16/2026

A little Avory on the road in Mexico 🇲🇽🏁

Proud to be sponsoring a vehicle participating in the 2026 La Carrera Panamericana, one of the most legendary road races in the world.

Pretty cool seeing Avory & Co. along for the ride!

Success is never accidental. - Jack Dorsey
10/12/2026

Success is never accidental. - Jack Dorsey

The ADP weekly hiring pulse from our research team this morning: private employers added an average of 23,750 jobs per w...
10/06/2026

The ADP weekly hiring pulse from our research team this morning: private employers added an average of 23,750 jobs per week over the four weeks ending September 19, the fifth straight weekly increase and up from 20,000 the week before.

That works out to a monthly pace near 100,000, well above the +46,000 private gain in September's BLS report. The labor market's underlying momentum is holding into October.

The mission of Palantir is to give an unfair advantage to our friends. - Alex Karp
10/05/2026

The mission of Palantir is to give an unfair advantage to our friends. - Alex Karp

Consumer discretionary is 7% below its 200-day.$XLY has only traded at or below this gap a handful of times since late 2...
10/02/2026

Consumer discretionary is 7% below its 200-day.

$XLY has only traded at or below this gap a handful of times since late 2024, and those moments lined up with meaningful regime changes. April 2025, early 2026 and this summer all marked turns.

As we have been suggesting, stretched sectors are a good place to start when looking for what could bounce.

Two of four NYSE breadth gauges are now below 30.The 10-day (31%) and 200-day (38%) are close behind. When all four line...
10/02/2026

Two of four NYSE breadth gauges are now below 30.

The 10-day (31%) and 200-day (38%) are close behind. When all four line up, it has historically marked the spots where $SPY bottoms and starts to recover. Think 2022 and April 2025.

As we have been suggesting, washed-out breadth tends to be where opportunity shows up.

Where jobs were added this past month. +29k total on net basis.
10/02/2026

Where jobs were added this past month. +29k total on net basis.

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4770 Biscayne Boulevard Suite 1480
Miami, FL
33137

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