Bassanese Bites: Stagflation – Pullback September 20 2021
Global markets Global equities traded heavily last week, with Wall Street decidedly unwilling to rally even on good news. Indeed, the U.S. August consumer price index report came in a bit lower than expected, while retail sales were higher than expected – neither of which elicited …
FNArena’s Weekly Insights – September 13 2021
In this week's Weekly Insights: -Appreciating The Mighty All-Weathers -Conviction Calls -Research To Download -FNArena Talks Appreciating The Mighty All-Weathers By Rudi Filapek-Vandyck, Editor FNArena One of the most persistent errors made by investors, on my observation, is a too stringent application of the 'Buy Low, Sell High' principle, usually translated as: …
FNArena’s Weekly Insights – September 06 2021
In this week's Weekly Insights: -September Blues -Post-August: Five Themes For The Year Ahead -August: The Final Numbers -All-Weathers In August -Conviction Calls -Research To Download -More on the August results season By Rudi Filapek-Vandyck, Editor FNArena September Blues Last year, September was simply a pause in between the recovery from the pandemic sell-off and …
Bassanese Bites: Stagflation – September 13 2021
Global markets U.S. stocks sagged last week – absent any clear trigger – reflecting general concerns with a combination of weakening growth due to delta, but also persistent pricing pressures due to lingering supply bottlenecks, or what some are already over-excitedly suggesting is a return to …
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