Bassanese Bites: No oxygen – July 12 2021
Week in review It was a curious week in global markets whereby the ongoing downtrend in long-term bond yields, which was initially celebrated by equity markets, has morphed into a potential ‘canary in the coal mine’ growth scare. U.S. stocks sold off almost 1% on Thursday, …
FNArena’s Weekly Insights – July 05 2021
In this week's Weekly Insights: -The Trend Is Still Our Friend -Conviction Calls -Research To Download The Trend Is Still Our Friend By Rudi Filapek-Vandyck, Editor FNArena The ASX200 Accumulation Index, which combines share price appreciation with dividends paid, closed off on FY21 with a total return of 27.80%. It wasn't the …
Bassanese Bites: Wet lettuce – July 05 2021
Week in review Global equities continued to grind higher last week, helped by ongoing solid economic growth yet still benign long-term bond yields. In a further sign that U.S. inflation fears have likely peaked, Wall Street shrugged off a further surge in the ISM manufacturing price …
FNArena’s Weekly Insights – June 28 2021
In this week's Weekly Insights: -And Australia's Favourite Sector Is..? -Rising Equities Are Getting Cheaper -Time For Quality To Shine -Gold's Dubious Inflation Claims -Conviction Calls -All-Weather Model Portfolio -Research To Download By Rudi Filapek-Vandyck, Editor FNArena And Australia's Favourite Sector Is..? What if I asked you which sector is the long term favourite among …
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