Bassanese Bites: Taper watch – May 17 2021
Global markets Inflation and interest rates fears caused global equities to buckle last week as commodity prices marched higher and U.S. consumer price inflation surprised on the upside. By week’s end, however, conditions had settled down somewhat – with investors prepared to back the view that …
FNArena’s Weekly Insights – May 10 2021
In this week's Weekly Insights: -Back To Pre-Covid Forecasts -Conviction Calls -Research To Download -All-Weather Stocks: My Research & The Model Portfolio By Rudi Filapek-Vandyck, Editor FNArena Back To Pre-Covid Forecasts In the end, the local share market did not require another momentum boost from the local banks to rally towards a …
Bassanese Bites: Bad news is good – May 10 2021
Global markets It was a case of ‘bad news is good news’ again in global markets last week, with equities enjoying a boost from weaker than expected U.S. economic data which appeared to reduce the risk of high inflation and interest rates any time soon. The …
FNArena’s Weekly Insights – May 03 2021
In this week's Weekly Insights: -The Trend Remains Up -CSL Optimism Creeping Back In -Conviction Calls -FNArena Talks -Research To Download By Rudi Filapek-Vandyck, Editor FNArena The Trend Remains Up Now that April has been replaced by May, and the share market has put in another strong performance (up 20%-plus since October ex-dividends), …
Bassanese Bites: Buyer exhaustion – May 03 2021
Global markets Global equities struggled to move higher last week even in the face of good economic, policy and earnings news – suggesting an element of ‘buyer’s exhaustion’ has perhaps crept into the market. Is all the good news now priced into the market? Is there …
FNArena’s Weekly Insights – April 26 2021
In this week's Weekly Insights: -Analysts Versus Pessimists: The Battle Royale Of 2021? -Icarus Explained: Charter Hall -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor FNArena Analysts Versus Pessimists: The Battle Royale Of 2021? Last week, I wrote about how 3/4 of ASX stocks covered by stockbrokers is still trading below …
Bassanese Bites: Death and taxes – April 26 2021
Global markets Concern over rising COVID cases in hotspots such as Japan, Brazil and India set global equities back last week as did talk of a proposed hike in the U.S. capital gains tax for high-income earners. The end result was a small weekly pullback in …
FNArena’s Weekly Insights – April 19 2021
More Upgrades, More Potential For Aussie Shares By Rudi Filapek-Vandyck, Editor FNArena Back in early 2011, something odd was happening in the Australian share market. Equity strategists at investment banks and stockbrokerages domestically were predicting strong gains ahead for the Australian share market, at that time eyeing …
Bassanese Bites: Sweet spot – April 19 2021
Global markets Another week, another rise in global equities it seems – helped on by ongoing solid economic growth and, most recently, a reassuring pullback in global bond yields. Indeed, last week’s much anticipated U.S. consumer price index report came and went without a murmur from …
FNArena’s Weekly Insights – April 12 2021
In this week's Weekly Insights: -Inflation? -A Golden 'Value' Opportunity -One Giant Data Leap Forward For FNArena -Research To Download Inflation? By Rudi Filapek-Vandyck, Editor FNArena A lot of what happens in the share market, in particular this year, relates to relativity and simple mathematics; both I feel are not necessarily well …
