FNArena’s Weekly Insights – May 08 2023
By Rudi Filapek-Vandyck, Editor All is not what it appears to be, in particular not in financial markets today. At face value, it seems US equities are well and truly on their way to wiping out last year's negative performance with the S&P500 gaining 7.7% and the …
FNArena’s Weekly Insights – May 01 2023
In todays Weekly Insights: -Confession Season... It's Baaaaaack! -Seeking Quality & Growth Offshore By Rudi Filapek-Vandyck, Editor Confession Season... It's Baaaaaack! Once upon a time the two months preceding the end of financial year, and the subsequent weeks leading into reporting season in Australia, caused more than just a little …
FNArena’s Weekly Insights – April 24 2023
In this week's Weekly Insights: -Investing In Megatrends (The Other Ones) -Research To Download -FNArena Talks By Rudi Filapek-Vandyck, Editor Investing In Megatrends (The Other Ones) Investors who felt safe hiding in lithium stocks supported by broadbased belief in the global electrification theme have had a rude awakening over the past …
FNArena’s Weekly Insights – April 17 2023
In this week's Weekly Insights: -What's Up, Doc? -Bond Market Says Regime Change Is Upon Us -Banks (Dividends) In Focus -Conviction Calls & Best Ideas -Research To Download -FNArena Subscription -Webinar on Copper By Rudi Filapek-Vandyck What's Up, Doc? There's a near unanimous view among share market observers that from a technical analysis point of …
FNArena’s Weekly Insights – April 03 2023
In this week's Weekly Insights: -Don't Be Hoodwinked -Consensus Targets, And Other Consequences -Webinar on Copper By Rudi Filapek-Vandyck, Editor Don't Be Hoodwinked It is easy to be flummoxed by financial markets. At times prices go down on good news, other times they rally on what looks like a negative impact. Not …
FNArena’s Weekly Insights – March 27 2023
In this week's Weekly Insights: -More Data, More Brokers -US Recession More likely -(Not) About The Banks By Rudi Filapek-Vandyck, Editor More Data, More Brokers FNArena continues building the best service possible. On Friday, we added yet another window of company-specific data, thanks to FactSet. Potentially, the first eye-catcher in Stock Analysis is …
FNArena’s Weekly Insights – March 20 2023
In this week's Weekly Insights: -Banks Need Confidence (Lots Of It) -All-Weather Stocks - Back In Fashion -All-Weathers: Post-February -Research To Download By Rudi Filapek-Vandyck, Editor Banks Need Confidence (Lots Of It) What investors are witnessing this month is not a re-run of the Lehman Bros collapse in late 2008, but it …
FNArena’s Weekly Insights – March 13 2023
In this week's Weekly Insights: -Fear & Greed (Rinse & Repeat) -February Results: Final Observations By Rudi Filapek-Vandyck, Editor Fear & Greed (Rinse & Repeat) ...and as it turned out, yet again, all roads that started off from the Federal Reserve's tightening policy lead to the next US bank failure. Few …
FNArena’s Weekly Insights – March 06 2023
In this week's Weekly Insights: -February Trends, Winners, Signals & Losers -Advice From The Best: Klarman & Buffett -Research To Download By Rudi Filapek-Vandyck, Editor It is often said that investing in the share market, ultimately, comes down to corporate earnings - where earnings go, share prices must follow. This narrative, however, covers …
FNArena’s Weekly Insights – February 27 2023
In This week's Weekly Insights: -February's Sobering Reality Check -Research To Download By Rudi Filapek-Vandyck, Editor FNArena February's Sobering Reality Check Australian businesses are doing it tough. Maybe the easiest way to back up that statement is via FNArena's Corporate Results Monitor. By late on Friday, the Monitor had aggregated 241 …