FNArena’s Weekly Insights – March 08 2021
In today's Weekly Insights: -Will The Fed Tame The Beast? -Conviction Calls -FNArena Talks Will The Fed Tame The Beast? By Rudi Filapek-Vandyck, Editor FNArena In a share market that is as bifurcated as the ASX, leading indices such as the ASX200 or the All Ordinaries no longer show investors the …
FNArena’s Weekly Insights – March 01 2021
A February For The Record Books By Rudi Filapek-Vandyck, Editor FNArena It has been a while since a corporate results season in Australia was mostly about corporate performances. The last time this happened was, according to my memories, February 2018. Back then, investors weren't so sure whether strong …
FNArena’s Weekly Insights – February 22 2021
In this week's Weekly Insights: -February 2021: Banks Are Back! -A Supercycle In Dividends -Best Set Of Numbers In A Decade -The Market Is A Duck Pond -When Gold Meets Its Master -Bond Yields Won't Rise Forever By Rudi Filapek-Vandyck, Editor FNArena February 2021: Banks Are Back! In a reporting season that is about …
FNArena’s Weekly Insights – February 15 2021
In this week's Weekly Insights: -Yet Another Short Selling Failure -February: Early Days, Full Of promise -A Different Environment For Dividends -FNArena Webinar By Rudi Filapek-Vandyck, Editor FNArena Yet Another Short Selling Failure Short sellers. They present themselves as the shining white knights if not the morally-driven, diligent sleuths who dig into …
FNArena’s Weekly Insights – February 12 2021
This story features CIMIC GROUP LIMITED, and other companies. For more info SHARE ANALYSIS: CIM In Part II of this week's Weekly Insights: -A February Full Of Promise -Dividends Are Back -Strong, Stronger & Strongest – Consumer Stocks -Winners & Losers (Forecast) -Engineers & Contractors -Healthcare: Same Old -Fund Managers: Go With The …
FNArena’s Weekly Insights – February 8 2021
Weekly Insights this week will be published in two parts because FNArena is organising a webinar on Monday evening (see further below). In this Part One: -February Is Feeding Market Optimism -Conviction Calls -FNArena Webinar (tonight) By Rudi Filapek-Vandyck, Editor FNArena February Is Feeding Market Optimism As the February reporting season in …
FNArena’s Weekly Insights – February 1 2021
In this week's Weekly Insights: -And Off We Go... -When Dumb Money Is Savvy, And Smart Money Is Not -A Lesson From History -The January Share Market Barometer -February: Reason For Optimism -2021, The Year Of Earnings Recovery -Conviction Calls -FNArena Webinar By Rudi Filapek-Vandyck, Editor FNArena And Off We Go... The new calendar year has …
FNArena’s Weekly Insights – January 25 2021
In this week's Weekly Insights: -Why Worry? -Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena Why Worry? As reported in earlier updates, I returned from holidays thinking this market is way too confident, way too bullish, and way too exuberant on numerous accounts. Turns out, market strategists at Bank of America …
FNArena’s Weekly Insights – January 18 2021
In today's Weekly Insights (the first in 2021): -Share Market Outlook 2021: Swings & Roundabouts -Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena Share Market Outlook 2021: Swings & Roundabouts The past three months have reminded investors about that one old adage that had been largely forgotten post-GFC: -global recessions pull cheaply …
FNArena’s Weekly Insights – November 30 2020
Dear time-conscious investor: Share price volatility does not equal risk, and this week's All-Weather Stock proves exactly that In this week's Weekly Insights: -"Be Respectful Of The Past" -Question Of The Week -Mayday. Mayday. Website Down By Rudi Filapek-Vandyck, Editor FNArena "Be Respectful Of The Past" As every battle-hardened investor knows: achieving …