In this week's Weekly Insights: -Hope Beyond The Macro-Burden -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor Hope Beyond The Macro-Burden The fortunes of bonds and equities remain closely intertwined as inflation remains higher-for-longer while central banks continue tightening. Year-to-date the S&P500 is down close to -23% but what is rather …

In this week's Weekly Insights: -Good News -PEs - The Tool That Both Enlightens And Confuses -Conviction Calls -Research To Download -FNArena Talks (3x) By Rudi Filapek-Vandyck, Editor Good News A brutal September has pushed the market indicator that used to be known as Citi's Panic/Euphoria Index into Panic mode territory. The good news …

In this week's Weekly Insights: -Are We There Yet? (Fat Chance!) -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor Are We There Yet? (Fat Chance!) As is often the case, the most important developments across financial markets this month is what is not shown through share price movements. On Monday morning …

In this week's Weekly Insights: -Inflation & House Prices -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor Inflation & House Prices One of the more eye-catching forecasts made recently is that persistent inflation in Australia will prevent local house prices from experiencing a true crash a la Spain, Ireland or …

In this week's Weekly Insights: -August Reports: Closing Remarks -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor August Reports: Closing Remarks The key attraction for investing in small and micro cap companies is the ability to generate oversized gains when things fall into place at the right time. But just about …

In this week's Weekly Insights: -Don't Fight The Fed, Part Deux -What Happened To That Recession? By Rudi Filapek-Vandyck, Editor Don't Fight The Fed, Part Deux In late May this year, it seems such a long time ago, I wrote about the discrepancy between equity markets and the New Reality …

In this week's Weekly Insights: -August Delivering More Downgrades And Misses -The Real McCoy Rally? August Delivering More Downgrades And Misses By Rudi Filapek-Vandyck, Editor FNArena As far as price action goes, any company that disappoints this season is likely to see its share price drop by more than one …

In this week's Weekly Insights: -When Forecasts Are Too High -How Long This Rally? -Quote Of The Week By Rudi Filapek-Vandyck, Editor FNArena When Forecasts Are Too High One conclusion to draw from the first two weeks of the August corporate results season in Australia is some share prices had been sold down …

In this week's Weekly Insights: -August Results: First Blood -September Index Rebalancing (Updated) -Conviction Calls -FNArena Talks -Australian Banks Worried (Behind The Curtains) By Rudi Filapek-Vandyck, Editor FNArena August Results: First Blood The August corporate results season is officially more than one week old, but the FNArena Monitor still only contains 11 updates. …

In this week's Weekly Insights: -The Non-Recession Recession -August Preview: Curveballs, Profits & Forecasts -Conviction Calls -Focus on Quality -FNArena Talks By Rudi Filapek-Vandyck, Editor The Non-Recession Recession When is a recession not a recession? I'll leave the debate to the global community of economists, but needless to say the first two quarters of …