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 …

In this week's Weekly Insights: -More Beats Than Misses -(Other) Expert Voices By Rudi Filapek-Vandyck, Editor FNArena More Beats Than Misses As I write this week's Weekly Insights on Monday, the FNArena Corporate Results Monitor shows the financial results from 120 ASX-listed companies have been reported and reviewed thus far. …

In this week's Weekly Insights: -2022, The Big Adjustment -February Reporting Season - Predictions & Forecasts -Conviction Calls -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena 2022, The Big Adjustment Twenty-seven years ago, almost on the dot, the US Federal Reserve, under heavy political pressure, started lifting interest rates and instantly changed market sentiment …

In this week's Weekly Insights: -February Results: Macro, Traps And Opportunities -Conviction Calls -Index Changes By Rudi Filapek-Vandyck, Editor FNArena February Results: Macro, Traps And Opportunities Contrary to popular belief, bear market periods are actually quite common in global markets. Pre-GFC we all liked to think there would not be a repeat …

In this week's Weekly Insights: -February Looks Tricky -Conviction Calls -FNArena Talks February Looks Tricky By Rudi Filapek-Vandyck, Editor FNArena 2022 is already shaping up as a much more volatile and challenging year for investors, and we're still only at the beginning! Geopolitics aside, the Big Question that is now on investors' …

In this week's Weekly Insights: -Risks To Consider -Conviction Calls -Backlog In Messages Risks To Consider By Rudi Filapek-Vandyck, Editor FNArena Let's start with the good news. Historical data analysis suggests the final week of January and the first ten trading days into February usually represent a positive experience for the …

In this week's Weekly Insights -2022 Looks Familiar, Though Not Quite The Same -December Index Watch -Conviction Calls -Research To Download -FNArena Talks: All-Weathers -Hendrik Bessembinder, Unsung Hero -All-Weather Model Portfolio 2022 Looks Familiar, Though Not Quite The Same By Rudi Filapek-Vandyck, Editor FNArena This might come as a surprise to many readers, but, reading …

In this week's Weekly Insights: -The Secret Ingredient -Conviction Calls -Research To Download -All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor FNArena The Secret Ingredient Imagine two similar companies, competing in the same sector. One is hell-bent on doing the right thing, the other cares a lot less about the long-term picture and …