FNArena’s Weekly Insights – April 11 2022
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 …
FNArena’s Weekly Insights – April 04 2022
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 …
FNArena’s Weekly Insights – March 21 2022
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 …
FNArena’s Weekly Insights – March 14 2022
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 …
FNArena’s Weekly Insights – March 07 2022
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 …
FNArena’s Weekly Insights – March 01 2022
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 …
FNArena’s Weekly Insights – February 21 2022
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. …
FNArena’s Weekly Insights – February 14 2022
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 …
FNArena’s Weekly Insights – February 07 2022
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 …
FNArena’s Weekly Insights – January 31 2022
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' …
