Bassanese Bites: Extended Pause – July 31 2023
The ‘melt-up’ in US stocks continued last week, with the S&P 500 adding another 1.0%. There were various reasons for investors to remain upbeat: the Fed hiked rates but displayed a more neutral outlook, the Q2 US earnings reporting season remained encouraging (thanks to …
FNArena’s Weekly Insights – July 24 2023
In this week's Weekly Insights: -Opportunities With A Five Year Horizon -Company Reports: Early Trends -Company Reports: Inflation -Company Reports: Conviction -Company Reports: Technology Sector -REITs In Focus By Rudi Filapek-Vandyck, Editor FNArena Opportunities With A Five Year Horizon Most investors like to profess they are in it for the long term, but let's …
Bassanese Bites: CPI week – July 24 2023
Global markets The effective ‘melt-up’ in US stocks continued last week, with the S&P 500 adding another 0.7%. Although earnings misses by Netflix and Tesla briefly weighed on markets, the overriding narrative remains that of growing hopes of a soft landing given resilient economic growth, easing inflation, and …
FNArena’s Weekly Insights – July 17 2023
In this week's Weekly Insights: -Master & Servants; Bonds vs Equities -Earnings Forecasts: Low Expectations Not Low Enough? -Conviction Calls & Best Ideas By Rudi Filapek-Vandyck, Editor Master & Servants; Bonds vs Equities "I used to think that if there was reincarnation, I wanted to come back as the president or …
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