FNArena’s Weekly Insights – April 20 2020
Dear time-poor reader: what does the future look like and why are so many cheap stocks still looking so... cheap? Now That We Had That Rally... By Rudi Filapek-Vandyck, Editor FNArena The official mantra says financial markets are forward-looking. The heavy sell-off that pulled the ASX200 some -38% from …
FNArena’s Weekly Insights – April 13 2020
No Time For Over-Confidence By Rudi Filapek-Vandyck, Editor FNArena The share market is now divided, roughly, in two groups of investors. Those who have been buying shares over the past three weeks are feeling like they have been very much rewarded for it. The other group has at least …
FNArena’s Weekly Insights – April 06 2020
How Deep, How Long, How Far? By Rudi Filapek-Vandyck, Editor FNArena Share market sell-offs are an emotional affair during the best of times, let alone during a Bear Market. It should thus not surprise that since overall volatility has quietened down significantly, market commentary often involves the "is …
FNArena’s Weekly Insights – March 30 2020
Joke Of The Week The bull and bear go out for a coffee (maintain distance). The bull proudly says: "Best three days for the S&P 500 since 1933". The bear responds: "Exactly!" How To Survive The 2020 Bear Market? By Rudi Filapek-Vandyck, Editor FNArena Last week I suggested investors needed a …
FNArena’s Weekly Insights – March 23 2020
There are still investors out there who think this year's Grand Bear Market is all about previous herd exuberance and share prices rising too far, but that is so outdated already. Following an exceptionally strong performance in January, exuberant share price levels might have been the …
FNArena’s Weekly Insights – March 17 2020
Bear markets are brutal. They take no prisoners. Shoot first, then shoot again, and maybe, just maybe, that's when they might start asking questions. Bear markets punish mistakes instantly and irrevocably. Bear markets are also excellent teachers, at least for those investors and analysts who are …
FNArena’s Weekly Insights – March 09 2020
According to the ruling narrative, the current bull market for global equities started in March 2009, is thus almost eleven years old and it looks like it might come to an end in similar fashion as the previous bull market that started in 2003 and …
FNArena’s Weekly Insights – February 17 2020
What a difference six months makes in the share market. It's still early days for the local corporate results season in Australia, but a number of positive trends are vindicating the strong buying that supported equities in January: -companies are finding it easier to meet or …
FNArena’s Weekly Insights – February 10 2020
Paying attention to stockbroking analysts announcing their Conviction Buys and Sells can be highly beneficial to one's investment portfolio, as no doubt experienced by many an FNArena subscriber. Over the past two years in particular, I have methodically kept track of Conviction Calls in the market, …
FNArena’s Weekly Insights – February 03 2020
Last year, the two major corporate reporting seasons attracted larger-than-usual numbers of profit warnings in the weeks leading up to February and August. January this year has not generated similar large numbers, but profit warnings are coming through nevertheless. With share market indices near an all-time …