FNArena’s Weekly Insights – June 19 2023
In this week's Weekly Insights: -Keep Your Focus On What Matters -Conviction Calls & Best Ideas -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Keep Your Focus On What Matters The irony about share markets is the more share prices rally, the more optimistic we all become, and the stronger the urge …
Bassanese Bites: Sweet spot? – June 19 2023
Global markets It was another encouraging week in global markets, with investors taking the ‘hawkish pause’ by the US Fed well in their stride. …
Bassanese Bites: Fear of Fed surprise lingers following RBA hike – June 13 2023
Global markets Global equities continued to grind ever higher last week, with some improvement in breadth as US small-cap stocks posted better performance than large-cap stocks. …
FNArena’s Weekly Insights – June 05 2023
In This Week's Weekly Insights: -Bull, Bear & Bubble; AI Is The New Kingmaker -No Weekly Insights Next Week -Undiscovered Jewel - FNArena Windows By Rudi Filapek-Vandyck, Editor Bull, Bear & Bubble; AI Is The New Kingmaker Is it a bull market? A bear? A transition between the two? What's with …
Bassanese Bites: Skip not pause – June 05 2023
Global markets Passage of the US debt deal through both the Senate and House in Washington helped support equity markets last week, as did a ‘Goldilocks’ US payrolls report on Friday. …
FNArena’s Weekly Insights – May 29 2023
In Weekly Insights this week: A Lesson In Quality, And Investing By Rudi Filapek-Vandyck, Editor As investors, we all like to snap up a cheap bargain. But the truth is, cheaply priced stocks tend to provide short-term, temporary pleasures, mostly, while a genuine quality gem is the gift …
Bassanese Bites: Debt deal – May 29 2023
Global markets were fixated on US debt ceiling negotiations last week along with the meanderings of various Fed officials. The week ended with a report suggesting US core inflation pressures remain uncomfortably high. US equities and bond yields ended the week modestly higher – with …
FNArena’s Weekly Insights – May 22 2023
In Weekly Insights this week: Dissecting The Next Share Market Rally Despite all the ups and downs, the noise, the tribulations, the angst and intermittent periods of violent market volatility, the share price of Australia's largest biotech, CSL ((CSL)), is effectively unchanged from three years ago. Whether this …
Bassanese Bites: June pause – May 22 2023
Concerns over US debt ceiling negotiations were the primary factor affecting global markets over the past week, with hopes that a deal is close generally helping to support stock prices. The S&P rose 1.6%, tentatively breaking above recent highs of 4,170 in late April and …
FNArena’s Weekly Insights – May 15 2023
In Weekly Insights this week: -US Recession Debate Is Tightening -FNArena Talks -Australian Banks; One Chart By Rudi Filapek-Vandyck, Editor FNArena US Recession Debate Is Tightening The Federal Reserve started lifting the Federal Funds Rate in March last year and, incredible but true, 14 months later the global financial world is …
