Bassanese Bites: Cautious cutter – November 18 2024
Global markets Global equities fell back last week, likely reflecting post-US election profit taking and more cautious comments from Fed chair Jerome Powell. After a solid ‘Trump bounce’, some post-election equity profit taking last week should not be unexpected. That’s especially so as markets continue to get …
FNArena’s Weekly Insights – November 11 2024
In this week's Weekly Insights: -Preparing For The Trump Years -All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor Preparing For The Trump Years Whether we love or loathe him, the return of Donald Trump to the White house on January 20th next year will mark one pivotal moment in modern day …
Bassanese Bites: Trumped – November 11 2024
al markets Global equities bounced back strongly last week following Trump’s US Presidential victory and the Federal Reserve rate cut. Perhaps surprisingly, long-term bond yields eased over the week though the $US firmed. My ill-fated foray into political punditry last week met its deserved outcome, with Trump …
FNArena’s Weekly Insights – November 04 2024
In this week's Weekly Insights: -Mate, Where Have The Profits Gone? -All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor Mate, Where Have The Profits Gone? It's not something that becomes obvious from watching the local share market retreat after climbing to a new all-time record high in September, but profits for corporate …
Bassanese Bites: Harrislide? – November 04 2024
Global markets Global equities fell back further last week largely reflecting mixed earnings reports some some of America’s Mag-7 tech stars. Nervousness ahead of this week’s US Presidential election likely also played a role. Last week was big in terms of US tech earnings, with Microsoft, Apple …
FNArena’s Weekly Insights – October 28 2024
In Weekly Insights this week: Dealing With Risk By Rudi Filapek-Vandyck, Editor It's roughly one more week before Americans vote in person on who will be their next President, but don't hold your breath, it's more than just likely the world won't know the definitive outcome until days …
Bassanese Bites: Trump tremors – October 28 2024
Global markets Global equities edged back last week as higher bond yields and trepidation ahead of the US Presidential election caused at least a brief lull in the “soft-landing” celebratory party. There was little in the way of major global economic data last week, leaving markets some …
FNArena’s Weekly Insights – October 21 2024
In Weekly Insights this week: -Australia's Most Highly Recommended Stocks -FNArena Talks By Rudi Filapek-Vandyck, Editor Australia's Most Highly Recommended Stocks Risk comes in multiple shapes and forms. A lot is being written about top notch valuations for global share markets, but the risk that is showing itself yet again this …
Bassanese Bites: Grinding on – October 21 2024
Global markets Global equities moved higher again last week largely reflecting ongoing good US earnings reports. Declining oil prices – due to weak Chinese demand and the continued absence of long-feared Middle East supply disruptions – also supported sentiment. There was little in the way of major …
FNArena’s Weekly Insights – October 14 2024
In this week's Weekly Insights: Five Key Risks To Consider By Rudi Filapek-Vandyck, Editor Can we trust our fellow-investors? Many years ago, a local strategy update by UBS made that question the central premise of a share market assessment that, ultimately, resulted in the conclusion it was probably best …
