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 …
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 …
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