VGI Partners VG1.ASX – Investor Letter – Year to December 2022
In this week's Weekly Insights: -2023 Will Be Different -FNArena Market Indicators -FNArena Talks -Change In 2023 By Rudi Filapek-Vandyck, Editor FNArena 2023 Will Be Different Never underestimate financial market's ability (propensity?) to surprise when a majority view forms among investors and the experts that guide them. Last year was all about the return …
FNArena’s Weekly Insights – January 30 2023
In this week's Weekly Insights: -2023 Will Be Different -FNArena Market Indicators -FNArena Talks -Change In 2023 By Rudi Filapek-Vandyck, Editor FNArena 2023 Will Be Different Never underestimate financial market's ability (propensity?) to surprise when a majority view forms among investors and the experts that guide them. Last year was all about the return …
FNArena’s Weekly Insights – November 28 2022
In this week's Weekly Insights: -Final Weekly Insights For 2022 -Regrets, 2022 Delivered A Few -Conviction Calls By Rudi Filapek-Vandyck, Editor Final Weekly Insights For 2022 Weekly Insights is taking a break until January next year, when we start preparing for the February reporting season. I hope you all enjoyed reading my …
FNArena’s Weekly Insights – November 21 2022
In this week's Weekly Insights: -Preparing For Bear Phase II -Conviction Calls -Research To Download -AIA Investor Day In Sydney By Rudi Filapek-Vandyck, Editor Preparing For Bear Phase II Sometimes the most important market insight is hiding underneath daily share price movements. Intriguingly, the latest update into who's buying and selling US equities …
FNArena’s Weekly Insights – November 14 2022
In this week's Weekly Insights: -Re-Opening Opportunities In Healthcare -Conviction Calls -Research To Download -FNArena Talks -AIA Investor Day In Sydney By Rudi Filapek-Vandyck, Editor FNArena Re-Opening Opportunities In Healthcare US midterms, crypto failures, China re-opening and US CPI have pushed corporate profits into the background recently, but investors would be wise to …
FNArena’s Weekly Insights – November 07 2022
In this week's Weekly Insights: -More Choice For Income Hunters -December Index Review Preview -Conviction Calls -AIA Investor Day In Sydney By Rudi Filapek-Vandyck, Editor FNArena More Choice For Income Hunters The year of the Grand Yields Reset, otherwise known as probably the worst bear market for global bonds - ever, is …
FNArena’s Weekly Insights – October 31 2022
In this week's Weekly Insights: -Technology's Moment Of Truth -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor FNArena Technology's Moment Of Truth Big Tech on Wall Street has fallen off its pedestal in October with share price weakness following the release of Q3 financials. For some, like Meta (formerly known as …
FNArena’s Weekly Insights – October 24 2022
In this week's Weekly Insights: -In Bonds We Must Trust -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor FNArena In Bonds We Must Trust Normally, when economic recession is coming, you'd expect defensives and solid & reliable Quality industrials to be among the outperformers in the share market but 2024 …
FNArena’s Weekly Insights – October 17 2022
In this week's Weekly Insights: -Investing In Non-Profitable Companies -Corporate Updates: Early Signals -Peak Resources? -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Investing In Non-Profitable Companies The 2022 patience-testing, volatile bear market for global equities has shown investors risk is not simply a four letter word; it should be properly managed, or …
FNArena’s Weekly Insights – October 10 2022
In this week's Weekly Insights: -Corporate Profits Will Show The Way -Conviction Calls -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Corporate Profits Will Show The Way Is the Federal Reserve ready to take its foot off the pedal and hike interest rates at smaller increments? The strong response that followed the surprisingly …
