Bassanese Bites: Stagflation – Tech wreck October 05 2021
Global markets A month or so ago the main worry on global markets was that there didn’t seem much to worry about (i.e. investors were complacent). We’ve now shifted to markets having a litany of things to worry about – and not knowing what to focus …
FNArena’s Weekly Insights – September 27 2021
In this week's Weekly Insights: -The Market Has A Carrot -No Weekly Insights Next Week -Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena The Market Has A Carrot If the year past has shown investors one thing, it is that taking too bearish a view on the outlook for equities and bonds …
Bassanese Bites: Stagflation – Bond worries September 27 2021
Global markets Fair to say it was a mixed week for global equities, with Wall Street slumping initially only to then more than recover lost ground over the remainder of the week. Remarkably given a somewhat hawkish Fed meeting and lingering concerns over Evergrande, the S&P …
FNArena’s Weekly Insights – September 20 2021
In this week's Weekly Insights: -Data, Statistics, Indices And... Lies? -The Telstra Turn-Around -Iress Rejected -Share Buybacks And Franking Benefits -NextDC And The Relative Proposition -Conviction Calls -All-Weather Model Portfolio -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Data, Statistics, Indices And... Lies? We are all familiar with the Vanguard chart of indices suggesting equities are but …
Bassanese Bites: Stagflation – Pullback September 20 2021
Global markets Global equities traded heavily last week, with Wall Street decidedly unwilling to rally even on good news. Indeed, the U.S. August consumer price index report came in a bit lower than expected, while retail sales were higher than expected – neither of which elicited …
FNArena’s Weekly Insights – September 13 2021
In this week's Weekly Insights: -Appreciating The Mighty All-Weathers -Conviction Calls -Research To Download -FNArena Talks Appreciating The Mighty All-Weathers By Rudi Filapek-Vandyck, Editor FNArena One of the most persistent errors made by investors, on my observation, is a too stringent application of the 'Buy Low, Sell High' principle, usually translated as: …
FNArena’s Weekly Insights – September 06 2021
In this week's Weekly Insights: -September Blues -Post-August: Five Themes For The Year Ahead -August: The Final Numbers -All-Weathers In August -Conviction Calls -Research To Download -More on the August results season By Rudi Filapek-Vandyck, Editor FNArena September Blues Last year, September was simply a pause in between the recovery from the pandemic sell-off and …
Bassanese Bites: Stagflation – September 13 2021
Global markets U.S. stocks sagged last week – absent any clear trigger – reflecting general concerns with a combination of weakening growth due to delta, but also persistent pricing pressures due to lingering supply bottlenecks, or what some are already over-excitedly suggesting is a return to …
Bassanese Bites: Becalmed – September 06 2021
Global markets It was a relatively muted week on global markets following the flurry of excitement around the Fed’s taper intentions over the previous week. All up, the story remains that equities continue to grind higher, helped by still solid growth in earnings and broadly steady …
FNArena’s Weekly Insights – August 30 2021
In this week's Weekly Insights It's The End Of The Trend By Rudi Filapek-Vandyck, Editor FNArena Investing revolves around numbers. Investors like to focus on numbers, though sometimes, dare I say it, with too much emphasis. Successful investing goes beyond the temporary, static analysis of data, but we'll …
