FNArena’s Weekly Insights – February 1 2021
In this week's Weekly Insights: -And Off We Go... -When Dumb Money Is Savvy, And Smart Money Is Not -A Lesson From History -The January Share Market Barometer -February: Reason For Optimism -2021, The Year Of Earnings Recovery -Conviction Calls -FNArena Webinar By Rudi Filapek-Vandyck, Editor FNArena And Off We Go... The new calendar year has …
Bassanese Bites: The Big Squeeze – February 01 2021
Global markets It’s great to be back for another years of Bites! Since I last wrote on December 21, global equities have essentially moved sideways (consolidating after the big push higher in November), while bond yields have pushed modestly higher. The $US is trying to bottom …
FNArena’s Weekly Insights – January 25 2021
In this week's Weekly Insights: -Why Worry? -Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena Why Worry? As reported in earlier updates, I returned from holidays thinking this market is way too confident, way too bullish, and way too exuberant on numerous accounts. Turns out, market strategists at Bank of America …
FNArena’s Weekly Insights – January 18 2021
In today's Weekly Insights (the first in 2021): -Share Market Outlook 2021: Swings & Roundabouts -Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena Share Market Outlook 2021: Swings & Roundabouts The past three months have reminded investors about that one old adage that had been largely forgotten post-GFC: -global recessions pull cheaply …
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