Bassanese Bites: Reality check – May 04 2020
Global markets Despite a strong rebound in oil prices, last week was perhaps a reality check for global markets as the depth of the downturn in both economic growth and corporate earnings became ever more evident. U.S. Q1 GDP, consumer confidence and manufacturing conditions were all …
FNArena’s Weekly Insights – April 27 2020
Dear time-poor reader: general critique says equities are out of touch with reality, but a closer look suggests otherwise. In this week's Weekly Insights: -Solving The Share Market Enigma -All-Weather Model Portfolio -Rudi On TV Solving The Share Market Enigma By Rudi Filapek-Vandyck At times, it seems financial markets move in mysterious …
Bassanese Bites: Oil Slick – April 27 2020
Global Markets Not much has been able to roil the US stockmarket of late, but last week’s negative print on the front month WTI oil futures contract finally did the trick. The S&P 500 dropped almost 5% over two days but then staged a feisty comeback …
FNArena’s Weekly Insights – April 20 2020
Dear time-poor reader: what does the future look like and why are so many cheap stocks still looking so... cheap? Now That We Had That Rally... By Rudi Filapek-Vandyck, Editor FNArena The official mantra says financial markets are forward-looking. The heavy sell-off that pulled the ASX200 some -38% from …
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