FNArena’s Weekly Insights – July 18 2022
In this week's Weekly Insights: -Pre-August Observations -Reporting Season: Early Signals -ASX/S&P Index Rebalance Predictions -Conviction Calls -All-Weather Model Portfolio -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Pre-August Observations To borrow a famous quote from Winston Churchill and make it my own: You can depend upon the share market to do the right thing. But …
Bassanese Bites: Earnings test – July 18 2022
Week in review Global equities finished only modestly down over the past week, with investors taking solace in encouraging news wherever it could be found. Stocks weakened early in the week out of fear of a very hot US CPI report – and those fears were …
FNArena’s Weekly Insights – July 11 2022
In this week's Weekly Insights: -Corporate Profits - The Next Challenge -Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena Corporate Profits - The Next Challenge The first six months of 2022 have not been easy to navigate for investors, but the next challenge might turn out just as tricky with analysts …
Bassanese Bites: Good news is good? – July 11 2022
Week in Review If ever one wanted confirmation that Wall Street is not priced for recession, last week was it. In a curious twist, equities saw fit to rally mid-week on better than expected surveys of the US manufacturing and services sector, even though this …
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