Bassanese Bites: Coiled cobra – October 25 2021
Global markets Global equities continued their impressive rebound last week, with strength in the Q3 U.S. corporate earnings season offsetting concerns with regard to supply chain bottlenecks, inflation and interest rates. According to FactSet, an above-average 84% of the 23% of U.S. S&P 500 companies …
FNArena’s Weekly Insights – October 18 2021
In this week's Weekly Insights: -The Basics Of Portfolio Construction -Jumpin' Jack Flash Lives In The Seventies -Conviction Calls -All-Weather Model Portfolio September Review -Research To Download By Rudi Filapek-Vandyck, Editor FNArena The Basics Of Portfolio Construction On my observation, the investment services industry is too much focused on providing the next hot …
Bassanese Bites: Stagflation – Earnings lift October 18 2021
Global markets Global equities enjoyed a second successive week of gains, reflecting a good start to the Q3 U.S. earnings reporting season and a U.S. consumer price index report that was at least not a lot worse than feared. The S&P 500 bounced 1.8%, with the …
FNArena’s Weekly Insights – October 11 2021
In this week's Weekly Insights: -Forecasts Are Falling -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor FNArena Forecasts Are Falling As if investors didn't already have enough to worry about, earnings forecasts around the globe are now in a negative trend, as in: forecasts for corporate profits are falling, but …
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