FNArena’s Weekly Insights – May 19 2025
In today's Weekly Insights: -Is Buy The Dip Changing Markets? -Compare The Pair: Expensive Versus Cheap By Rudi Filapek-Vandyck, Editor Is Buy The Dip Changing Markets? Whenever something happens to financial markets, analysts and market participants often seek guidance from the past in order to assess what might plausibly follow …
FNArena’s Weekly Insights – May 12 2025
Awaiting The Real World Ramifications (continued) By Rudi Filapek-Vandyck, Editor Holding out a proverbial carrot in front of global financial markets is a highly effective strategy. It worked for the first Trump administration, as it has worked on many other occasions too. After we all digested the shock …
FNArena’s Weekly Insights – April 28 2025
In this week's Weekly Insights: By Rudi Filapek-Vandyck, Editor Awaiting The Real World Ramifications At face value, investors are treating this year's 'Trump Slump' as your garden variety annual retreat post exuberance-driven all-time highs reached in early 2025. The numbers speak for themselves. When measured from January 1st, the …
FNArena’s Weekly Insights – April 07 2025
In this week's Weekly Insights: By Rudi Filapek-Vandyck, Editor Share Market Scenarios & Dilemmas Monday's session on the ASX was expected to be brutal as the US administration shows no signs of backing down from its "reciprocal" import tariffs (note the " "). China's response has been equally forceful, …
FNArena’s Weekly Insights – April 01 2025
In this week's Weekly Insights: By Rudi Filapek-Vandyck, Editor Time For Appreciating Quality My biggest surprise, when overlooking the local share market this week, is undoubtedly the fact that, on most measurements, the damage done thus far to investment portfolios in Australia remains relatively limited. It can easily be …
FNArena’s Weekly Insights – March 24 2025
In this week's Weekly Insights: Captive & Uncomfortable By Rudi Filapek-Vandyck, Editor Between now and April 2, financial markets are likely to remain captive to whatever comes out of the Trump White House. Reciprocal tariffs? Universal, but with flexibility? No exceptions, except for some? There are still many variations possible …
FNArena’s Weekly Insights – March 17 2025
In this week's Weekly Insights: By Rudi Filapek-Vandyck, Editor Financial markets are now, broadly measured, divided into two categories of people, as is in fact the global population, including those who do not actively invest: -those who look at events unfolding from the perspective that nothing fundamentally has …
FNArena’s Weekly Insights – March 10 2025
In this week's Weekly Insights: -Preparing For Tougher Times Ahead -Invitation To FNArena Subscribers & Readers -On The Money Puzzle Podcast By Rudi Filapek-Vandyck, Editor Preparing For Tougher Times Ahead A little over four months since the 2024 presidential election and circa seven weeks after Donald J Trump was sworn in …
FNArena’s Weekly Insights – March 04 2025
February's Reality Check By Rudi Filapek-Vandyck, Editor No matter how one tries to cut and slice the facts, February has been a sore disappointment for Australian investors, starting with price action as the ASX200 retreated by -4.22% over the month but kept losses limited to -3.79% through …
FNArena’s Weekly Insights – February 17 2025
More Beats In Early Feb Results By Rudi Filapek-Vandyck, Editor If everything goes to plan, the RBA will deliver its first rate cut since 2020 at Tuesday's board meeting. Whether this will be supportive of further share market gains remains to be seen as forward-looking equities have, of …