Bassanese Bites: Three strikes and you’re out – June 23 2025
Due to travel commitments, this week’s Bites is a shortened version without the usual charts. Global week in review It was a fairly quiet week in global financial markets despite simmering concerns over the Israel-Iran conflict. Markets were on tenterhooks, wondering whether US President Donald Trump …
FNArena’s Weekly Insights – June 16 2025
In today's Weekly Insights: -Macquarie Technology's Integrated Data Centre Services -FNArena Talks By Rudi Filapek-Vandyck, Editor Small cap stocks in the US are on their worst performance relative to large-cap stocks in over twenty years with the Russell2000 index only up 24% since the beginning of 2020. The gap with …
Bassanese Bites: Wall of worry – June 16 2025
Global markets Global stocks were generally edging higher last week before Israel’s attack on Iran caused an understandable sell-off on Friday. Israel-Iran conflict appears contained My early thoughts on the Israel-Iran tit-for-tat remain the same. Markets won’t much care if they keep exchanging missiles, provided it does not …
FNArena’s Weekly Insights – June 10 2025
In today's Weekly Insights: The AI Promise Is Broadening By Rudi Filapek-Vandyck, Editor The race to become the world's largest company by market capitalisation is now decided by day-to-day share price fluctuations between Microsoft and Nvidia, two of the leading global beneficiaries of our modern day revolution that …
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