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 …

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 …