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 …

In this week's Weekly insights: -'I'm so Bearish, I'm Bullish' -Corporate Earnings: Between Dr Jekyll & Mr Hyde -Conviction Calls -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena 'I'm so Bearish, I'm Bullish' Economists at Oxford Economics summarised this year's financial market's dilemma as follows: The risk of a global recession has clearly …

In this week's Weekly Insights: -Pre-August Observations -Reporting Season: Early Signals -ASX/S&P Index Rebalance Predictions -Conviction Calls -All-Weather Model Portfolio -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Pre-August Observations To borrow a famous quote from Winston Churchill and make it my own: You can depend upon the share market to do the right thing. But …

In this week's Weekly Insights: -Corporate Profits - The Next Challenge -Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena Corporate Profits - The Next Challenge The first six months of 2022 have not been easy to navigate for investors, but the next challenge might turn out just as tricky with analysts …

In this week's Weekly Insights: -Are We There Yet? -Minus 20% -Conviction Calls -Asset Classes Over The Decades -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Are We There Yet? Bank of America Securities Chief Investment Strategist Michael Hartnett put it as follows when the June results of the global fund manager survey were …

In this week's Weekly Insights: -Balancing Between Opportunity & Risks -Conviction Calls -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Balancing Between Opportunity & Risks If there is one strong universal agreement among investors of all kinds and colours it is that bear markets present opportunity for those who can look beyond …

In this week's Weekly Insights: -Not The Bottom, Not The End -Conviction Calls -Research To Download -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Not The Bottom, Not The End "For people still in their prime earning years, this bear market is likely to be as bullish in the long run as it …

By Rudi Filapek-Vandyck, Editor FNArena This week I find myself wedged in between a public holiday and two presentations on consecutive days (see further below). As a result, I am limiting Weekly Insights to Conviction Calls. Equally important, the negative start to the week does not change …