FNArena’s Weekly Insights – 18 August 2025
In today's Weekly Insights: -Dicker Data; Megatrends Without Covid-Lockdowns -Ask FNArena By Rudi Filapek-Vandyck, Editor This week marks the end of fiscal 2025 (Monday June 30th) and yet another year of double digit return for the local market (as measured by the ASX200). Below the surface, another regularly recurring phenomenon …
FNArena’s Weekly Insights – August 4 2025
In today's Weekly Insights: -A warning from Longview Economics -Some sage advice from Franklin Equity Group -Taking Stock Ahead Of August By Rudi Filapek-Vandyck, Editor A warning from Chris Watling, Global Economist & Chief Market Strategist, Longview Economics: "Signs of froth continue to build in global financial markets (especially in the US). "As …
FNArena’s Weekly Insights – July 21 2025
In today's Weekly Insights: -Ask FNArena -Extreme Bifurcation Ahead Of August -For Financial Advisors Ready to Make an Impact By Rudi Filapek-Vandyck Ask FNArena Tuesday, the 29th of July at 4.30pm. Put it in your agenda to participate in FNArena's online Zoom meeting, featuring your Editor ready to answer your questions. We welcome …
FNArena’s Weekly Insights – July 14 2025
In today's Weekly Insights: -Navigating Covid Legacies -FNArena Talks -Ask FNArena -For Financial Advisors Ready to Make an Impact Navigating Covid Legacies By Rudi Filapek-Vandyck, Editor Four and a half years after the final covid-driven societal lockdowns ended in NSW and Victoria, unforeseen consequences and impacts are still depressing share prices and …
FNArena’s Weekly Insights – July 07 2025
In today's Weekly Insights: -The Megatrend You Simply Cannot Ignore -FNArena Talks -Ask FNArena By Rudi Filapek-Vandyck, Editor The Megatrend You Simply Cannot Ignore Two and a halve years have passed since financial markets, and the world at large, woke up to a new technological break-through labeled Generative Artificial Intelligence. By now, …
FNArena’s Weekly Insights – June 30 2025
In today's Weekly Insights: -Dicker Data; Megatrends Without Covid-Lockdowns -Ask FNArena By Rudi Filapek-Vandyck, Editor This week marks the end of fiscal 2025 (Monday June 30th) and yet another year of double digit return for the local market (as measured by the ASX200). Below the surface, another regularly recurring phenomenon …
FNArena’s Weekly Insights – June 23 2025
In today's Weekly Insights: Ten Years Of All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor A few weeks ago I was asked to provide some performance statistics for stocks held in the FNArena-Vested Equities All-Weather Model Portfolio. Revisiting the early days of the Portfolio back in 2015 proved quite …
FNArena’s Weekly Insights – June 16 2025
In today's Weekly Insights: -Macquarie Technology's Integrated Data Centre Services -FNArena Talks By Rudi Filapek-Vandyck, Editor Small cap stocks in the US are on their worst performance relative to large-cap stocks in over twenty years with the Russell2000 index only up 24% since the beginning of 2020. The gap with …
FNArena’s Weekly Insights – June 10 2025
In today's Weekly Insights: The AI Promise Is Broadening By Rudi Filapek-Vandyck, Editor The race to become the world's largest company by market capitalisation is now decided by day-to-day share price fluctuations between Microsoft and Nvidia, two of the leading global beneficiaries of our modern day revolution that …
FNArena’s Weekly Insights – June 02 2025
In today's Weekly Insights: In today's Weekly Insights: How Expensive Is Expensive? By Rudi Filapek-Vandyck, Editor Equity markets look "expensive". There's virtually nobody around who will fiercely dispute that statement, but does this by definition mean we should all worry about the next sell-off forthcoming? Recent client conversations by analysts at Morgan …
