Bassanese Bites: Unresolved – October 26 2020
Global markets Global equities pulled back last week, interrupting the rebound we’ve been enjoying so far this month after the September correction. The theme of the past week is ‘unresolved’. U.S. fiscal stimulus talks are ongoing and as yet unresolved. Ditto the UK-EU post-Brexit trade deal …
FNArena’s Weekly Insights – October 19 2020
In this week’s Weekly Analysis: -Quality & Growth: Confidence & Execution -Value Versus Growth – The Chart That Confirms -That Dreadful ASX Website (Continued) -Rudi Talks -Conviction Calls Quality & Growth: Confidence & Execution By Rudi Filapek-Vandyck, Editor On Wednesday last week, one local newsletter published a list of thirteen stocks that had …
FNArena’s Weekly Insights – October 12 2020
In this week’s Weekly Insights: -Investment Themes In Australia -Conviction Calls -That Dreadful ASX Website (But Exciting News Ahead for FNArena) -Rudi Talks Investment Themes In Australia By Rudi Filapek-Vandyck, Editor FNArena As per tradition, one of the popular themes that dominated the local share market post Canberra-budget has been: which companies …
Bassanese Bites: Melb Cup cut – October 19 2020
Global markets Global equities were largely flat last week, reflecting disappointment on U.S. fiscal stimulus talks and concern over new social distancing restrictions in Europe as COVID-19 cases mount. The $US firmed and gold weakened, while bond yields eased back. U.S. economic data was mixed, with ongoing …
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