FNArena’s Weekly Insights – December 04 2023
In this week's Weekly Insights: -All-Weather Model Portfolio -Bear&Bull Market To Continue (?) In 2024 -Conviction Calls & Best Ideas -Holidays Are Beckoning By Rudi Filapek-Vandyck, Editor All-Weather Model Portfolio Last week's Weekly Insights included some estimates on the performance of the FNArena/Vested Equities All-Weather Model Portfolio. Alas, those estimates were incorrect, for …
Bassanese Bites: Move carefully – December 04 2023
Global markets Global equities were up for the fifth week in a row as the remarkable bond rally continued. US 10-year bond yields dropped a lazy 0.27% to 4.2%, with markets getting very excited about potential Fed rate cuts next year. Importantly, this growing expectation does …
FNArena’s Weekly Insights – November 27 2023
In this week's Weekly Insights: -All-Weather Portfolio In 2023 -Conviction Calls & Best Ideas By Rudi Filapek-Vandyck, Editor All-Weather Portfolio In 2023 This week I am visiting Melbourne on invitation of the Big Australian, BHP Group ((BHP)), hence this week's Weekly Insights is written from an inner-city, Melbournian hotel room. …
Bassanese Bites: December rate risk – November 27 2023
Global markets Global equities continued to grind higher last week as the main event – the Fed minutes – did little to dissuade markets from the view that the Fed has finished raising interest rates. With inflation continuing to ease and some signs of softening in …
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