FNArena’s Weekly Insights – February 08 2023
In this week's Weekly Insights: As I traditionally like to remind investors: every corporate results season has its own character and dynamics. The overall macro background, including index level and share price moves, plays an important role in understanding the overall context. This time around, share markets …
VGI Partners VG1.ASX – Investor Letter – Year to December 2022
In this week's Weekly Insights: -2023 Will Be Different -FNArena Market Indicators -FNArena Talks -Change In 2023 By Rudi Filapek-Vandyck, Editor FNArena 2023 Will Be Different Never underestimate financial market's ability (propensity?) to surprise when a majority view forms among investors and the experts that guide them. Last year was all about the return …
Bassanese Bites: No landing? – February 06 2023
Global markets There was another assertive move higher in global equities last week, reflecting ongoing ‘soft landing’ hopes and a dovish tilt by the US Federal Reserve. The US S&P 500 lifted 1.6% to take out the recent end-week high of 28 November and confirm a break …
FNArena’s Weekly Insights – January 30 2023
In this week's Weekly Insights: -2023 Will Be Different -FNArena Market Indicators -FNArena Talks -Change In 2023 By Rudi Filapek-Vandyck, Editor FNArena 2023 Will Be Different Never underestimate financial market's ability (propensity?) to surprise when a majority view forms among investors and the experts that guide them. Last year was all about the return …
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