FNArena’s Weekly Insights – April 08 2024
In this week’s Weekly Insights:
-Lessons & Observations From ASX All-Weathers
-Conviction Calls & Best Buys
-June Index Rebalancing
By Rudi Filapek-Vandyck, Editor
Lessons & Observations From ASX All-Weathers
The Global Financial Crisis of late 2007-March 2009 changed my life as an investor.
Those who have remained with us since no doubt still remember how FNArena rose above the parapet, declaring what was to unfold next was not your garden variety share market correction.
Sell the banks was not a popular opinion back then, but it proved extremely prescient, as was sell China (oil and gas and the miners) later in the same year of 2008.
