FNArena’s Weekly Insights – June 17 2024
GenAi, The Super-Megatrend, Part One "In times of change, learners inherit the earth, while the learned find themselves beautifully equipped to deal with a world that no longer exists." [Reid Hoffman, co-founder of LinkedIn] By Rudi Filapek-Vandyck, Editor Every experienced investor knows it pays dividends to be sceptical when …
Bassanese Bites: Biding time – June 17 2024
Global markets – week in review Global stocks continued to rally last week – leaving April’s mini-pullback well behind – on the back of a lower-than-expected US CPI and the prospect of eventual US rate cuts. As alluded to above, the two key global highlights last week …
Bassanese Bites: 1, 2 or none? – June 11 2024
Global markets – week in review Global stocks bounced back last week after a 2-week mini-consolidation – reflecting rates cuts in Europe and Canada along with some softer-than-expected US data that raised hopes the Fed would also cut rates later this year. Overnight, the S&P 500 …
FNArena’s Weekly Insights – June 05 2024
In this week's Weekly Insights: -Winners Are Winning For Longer -Rudi Interviewed By Rudi Filapek-Vandyck, Editor Winners Are Winning For Longer The share market being an open forum where humans combine and clash with robots and other humans, it should be no surprise Monday's announcement by the Fair Work Commision …
Bassanese Bites: A Truss moment? – June 03 2024
Global markets – week in review lobal stocks eased back for the 2nd week in a row, with a series of poorly received US bond auctions helping to push up bond yields and push down equity values. Probably the main highlight last week was several US bond …
FNArena’s Weekly Insights – May 27 2024
It's Special vs Cheap, But Who's Most At Risk? By Rudi Filapek-Vandyck, Editor From the moment one starts looking for that 'special' corporate quality on the ASX, it is but a matter of time before the focus zooms in on IT services provider TechnologyOne ((TNE)). Last week's interim …
Bassanese Bites: Breather – May 27 2024
kers who reiterated the view that – while rate further rate hikes seem unlikely – rate cuts are also unlikely anytime soon. There was little joy in New Zealand last week either, with the RBNZ Monetary Policy Statement upgrading its inflation and interest rate outlook, while downgrading its growth …
FNArena’s Weekly Insights – May 20 2024
In this week's Weekly Insights: -Rate Cuts Equal Optimism -All-Weather Model Portfolio -Model Portfolios, Best Buys & Conviction Calls By Rudi Filapek-Vandyck, Editor Rate Cuts Equal Optimism This might surprise a few readers, but the Australian share market is up more than 3% ex-dividends since the start of the calendar year. Assuming …
Bassanese Bites: Record highs – May 20 2024
Global markets – week in review The global equity market rebound continued into its fourth week thanks to a US CPI inflation report which – for the first time in several months – failed to surprise on the upside. Softer retail spending and a patient Fed …
FNArena’s Weekly Insights – May 13 2024
In this week's Weekly Insights: -More Positives Than Negatives -New Market Leadership? -2024 The Year Of Gold Miners? -All-Weathers Welcome Soul Pattinson -Model Portfolios, Best Buys & Conviction Calls By Rudi Filapek-Vandyck, Editor More Positives Than Negatives Judging from corporate updates, both internationally and locally, the general context has created a tricky framework …
