FNArena’s Weekly Insights – May 10 2021
In this week's Weekly Insights: -Back To Pre-Covid Forecasts -Conviction Calls -Research To Download -All-Weather Stocks: My Research & The Model Portfolio By Rudi Filapek-Vandyck, Editor FNArena Back To Pre-Covid Forecasts In the end, the local share market did not require another momentum boost from the local banks to rally towards a …
Bassanese Bites: Bad news is good – May 10 2021
Global markets It was a case of ‘bad news is good news’ again in global markets last week, with equities enjoying a boost from weaker than expected U.S. economic data which appeared to reduce the risk of high inflation and interest rates any time soon. The …
FNArena’s Weekly Insights – May 03 2021
In this week's Weekly Insights: -The Trend Remains Up -CSL Optimism Creeping Back In -Conviction Calls -FNArena Talks -Research To Download By Rudi Filapek-Vandyck, Editor FNArena The Trend Remains Up Now that April has been replaced by May, and the share market has put in another strong performance (up 20%-plus since October ex-dividends), …
Bassanese Bites: Buyer exhaustion – May 03 2021
Global markets Global equities struggled to move higher last week even in the face of good economic, policy and earnings news – suggesting an element of ‘buyer’s exhaustion’ has perhaps crept into the market. Is all the good news now priced into the market? Is there …
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