FNArena’s Weekly Insights – December 02 2024
A Cautious Preview Into 2025 By Rudi Filapek-Vandyck, Editor Traditionally, the final weeks of each calendar year trigger educated predictions about what the year ahead might have in store for investors and financial assets, and this year is no exception. What is different, however, is most predictions this …
FNArena’s Weekly Insights – November 25 2024
By Rudi Filapek-Vandyck, Editor Many years ago, I read a story by Marcus Padley praising the virtues of a one-stock investment portfolio. The philosophy behind the idea is that when all your money sits in one stock, you will make sure you know every in and out …
FNArena’s Weekly Insights – November 18 2024
By Rudi Filapek-Vandyck, Editor Ed Yardeni believes the S&P500 will reach 10,000 by 2030. It seems like a bold prediction to make, typical, maybe, of the euphoric sentiment that surrounds share markets when indices are trading near all-time record highs. More value-conscious investors have kept their eyes firmly …
FNArena’s Weekly Insights – November 11 2024
In this week's Weekly Insights: -Preparing For The Trump Years -All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor Preparing For The Trump Years Whether we love or loathe him, the return of Donald Trump to the White house on January 20th next year will mark one pivotal moment in modern day …
FNArena’s Weekly Insights – November 04 2024
In this week's Weekly Insights: -Mate, Where Have The Profits Gone? -All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor Mate, Where Have The Profits Gone? It's not something that becomes obvious from watching the local share market retreat after climbing to a new all-time record high in September, but profits for corporate …
FNArena’s Weekly Insights – October 28 2024
In Weekly Insights this week: Dealing With Risk By Rudi Filapek-Vandyck, Editor It's roughly one more week before Americans vote in person on who will be their next President, but don't hold your breath, it's more than just likely the world won't know the definitive outcome until days …
FNArena’s Weekly Insights – October 21 2024
In Weekly Insights this week: -Australia's Most Highly Recommended Stocks -FNArena Talks By Rudi Filapek-Vandyck, Editor Australia's Most Highly Recommended Stocks Risk comes in multiple shapes and forms. A lot is being written about top notch valuations for global share markets, but the risk that is showing itself yet again this …
FNArena’s Weekly Insights – October 14 2024
In this week's Weekly Insights: Five Key Risks To Consider By Rudi Filapek-Vandyck, Editor Can we trust our fellow-investors? Many years ago, a local strategy update by UBS made that question the central premise of a share market assessment that, ultimately, resulted in the conclusion it was probably best …
FNArena’s Weekly Insights – October 7 2024
In this week's Weekly Insights: -Market Reflects Risk & Opportunities -All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor Market Reflects Risk & Opportunities It is easy, probably too easy, to be deterred by what looks like richly priced asset prices, but if the years past have shown one key message for …
FNArena’s Weekly Insights – September 30 2024
In this week's Weekly Insights: -Ten Highflyers With More Upside Potential -FNArena Talks -All-Weather Research: Post-August Changes -FNArena on Saturday By Rudi Filapek-Vandyck, Editor Ten Highflyers With More Upside Potential Almost thirty years of closely following financial markets has guided me to one all-important share market observation: there's no such thing as …