Bassanese Bites: What’s the hurry? – July 07 2025
Global week in review Global stocks rose further last week, reflecting hopes around US fiscal stimulus and trade talks. Trade and fiscal hopes Global stocks are now looking for almost any excuse to rally. Last week, the US Senate’s passing of the ‘Big Beautiful Bill’ was a reason …
FNArena’s Weekly Insights – June 30 2025
In today's Weekly Insights: -Dicker Data; Megatrends Without Covid-Lockdowns -Ask FNArena By Rudi Filapek-Vandyck, Editor This week marks the end of fiscal 2025 (Monday June 30th) and yet another year of double digit return for the local market (as measured by the ASX200). Below the surface, another regularly recurring phenomenon …
Bassanese Bites: Wet lettuce – June 30 2025
Global week in review Global stocks bounced back last week due to a Middle East ceasefire and lingering hopes of US rate cuts later this year. Most notably, the S&P 500 touched a new record high, fully unwinding the tariff-related slump earlier this year. Iran’s limited response The …
FNArena’s Weekly Insights – June 23 2025
In today's Weekly Insights: Ten Years Of All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor A few weeks ago I was asked to provide some performance statistics for stocks held in the FNArena-Vested Equities All-Weather Model Portfolio. Revisiting the early days of the Portfolio back in 2015 proved quite …
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