In this week's Weekly Insights: -Trend Is Turning For Corporate Profits -No Weekly Insights Next Week -FNArena Talks -AusbizTV By Rudi Filapek-Vandyck, Editor FNArena Trend Is Turning For Corporate Profits First came the bond market rout, because the Federal Reserve conceded it had waited too long to tackle inflation and thus portfolios globally …

In this week's Weekly Insights: -A Bear Market Anomaly That Confuses -Australia; The Peak Is in! -The World Is Changing -June Index Changes -Rudi Talks By Rudi Filapek-Vandyck, Editor A Bear Market Anomaly That Confuses 2022 is not your garden variety share market, but the weirdest anomaly surely must be in stockbrokers' recommendations …

In this week's Weekly Insights: -Growing Risk Is The Message -CSL: Back To $335, And Beyond -Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena Growing Risk Is The Message It's never easy to predict what exactly will spook financial markets, or when it might happen, but as the end of April approaches …

In this week's Weekly Insights: -Market Sentiment And Warning Signals -What's With Liquidity? -Conviction Calls -FNArena Talks -Rudi Presents By Rudi Filapek-Vandyck, Editor FNArena Market Sentiment And Warning Signals Are we witnessing a glaring disconnect between unbridled share market optimism and deteriorating market fundamentals? Yes, say market strategists at Bank of America whose April …

In this week's Weekly Insights: Peter's Portfolio Reviewed By Rudi Filapek-Vandyck, Editor FNArena Occasionally I am being asked to cast my eye over someone's investment portfolio and give my honest opinion. Time and other constraints (no financial advice!) often prevent me from responding in-depth. This week I have decided …

In this week's Weekly Insights: -Real Market Support Is Invisible -Conviction Calls -All-Weathers: Steadfast Group -At The AIA Conference -Presentations in April -AusbizTV By Rudi Filapek-Vandyck, Editor FNArena Real Market Support Is Invisible Sometimes it's what we cannot see that is most important. Now that global equity indices have staged a strong come-back rally throughout …

In this week's Weekly Insights: -Preparing For August -Conviction Calls -Research To Download -No Weekly Insights Next Week By Rudi Filapek-Vandyck, Editor FNArena Preparing For August "Earnings growth expectations have been reduced dramatically since the start of the year. Higher commodity prices will lead to weaker consumer demand and lower economic growth. As …

In this week's Weekly Insights: -Double Your Protection -Conviction Calls & (More) Post-Reporting Season Notes By Rudi Filapek-Vandyck, Editor FNArena Double Your Protection It happened last week. "How come so many investors got wiped out during the GFC?", said one trader. "I don't understand. Surely everyone has a pain threshold. Surely …

In this week's Weekly Insights: -Risk Is Tangible, And On The Rise -Conviction Calls & Post-Reporting Season Notes By Rudi Filapek-Vandyck, Editor FNArena Risk Is Tangible, And On The Rise 2022 is not 2008, but there are a number of similarities that deserve to be highlighted, in particular since so …

In this week's Weekly Insights: -Too Many Distractions From Corporate Results -All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor FNArena Too Many Distractions From Corporate Results Consumer-related companies and retailers have been at the centre of the February reporting season in Australia; mostly not in a favourable manner -at least not …