FNArena’s Weekly Insights – November 23 2020
Dear time-constraint investor: A shift is happening in financial markets as year-end approaches In ths week's Weekly Insights: -Same But Different, Different But The Same -Conviction Calls -Question Of The Week (on All-Weathers) By Rudi Filapek-Vandyck, Editor Same But Different, Different But The Same Earlier this year I wrote a story titled …
Bassanese Bites: Markets consolidate – November 23 2020
Global markets Weighed down by rising COVID cases, U.S. stocks pulled back last week – which is likely a consolidation after two solid weekly gains on the back of the U.S. Presidential election and positive vaccine news. While Trump continues to mount legal challenges, the country …
FNArena’s Weekly Insights – November 16 2020
Dear time-conscious investor: Fresh developments and investor optimism now favour Value over Growth & Quality In this week’s Weekly Insights: -Value Ready For Catch-up -Conviction Calls Value Ready For Catch-up By Rudi Filapek-Vandyck, Editor FNArena Nothing lasts forever, in particularly not in financial markets, or as I like to put it: …
Bassanese Bites: Race against time – November 16 2020
Global markets Global post-U.S. election optimism continued last week, buoyed by hopeful signs with regard to a COVID vaccine. The S&P 500 rose 2.2% after a solid 7.3% gain in the previous week to reach a new record high. While Pfizer’s vaccine results suggested an impressive 90% …
FNArena’s Weekly Insights – November 09 2020
In this week’s Weekly Insights: -Why Are Equities Rallying? -Question Of The Week -Rudi Talks -Conviction Calls Why Are Equities Rallying? By Rudi Filapek-Vandyck, Editor FNArena Despite the 45th president of the United States’ claim that if he were voted out of office, the share market would tank savagely, equities the world …
Bassanese Bites: Testing resistance – November 09 2020
Global markets After threatening to break support at the late September low in the previous week, the S&P 500 rebounded last week to end near resistance at the mid-October high. The U.S. stock surge came despite what appeared lingering uncertainty over the U.S. Presidential election outcome. …
FNArena’s Weekly Insights – November 02 2020
In this week’s Weekly Insights: -A New Era For FNArena -Snippet 1: It’s A Pause, Not A Break -Snippet 2: Contain Your Expectations -Snippet 3: Santa Not Coming Out This Year? -Snippet 4: Banks Increasingly Back In Focus -Snippet 5: M&A Is Back! -Snippet 6: No Enthusiasm From Citi For Equities -Conviction Calls By …
Bassanese Bites: Testing support – November 02 2020
Global markets A litany of negative factors conspired to push equities lower last week, with the U.S. S&P 500 down a chunky 5.6%. Rising COVID cases in Europe and the United States, new lockdowns in Europe, confirmation of no pre-election U.S. stimulus deal, Presidential election jitters …
FNArena’s Weekly Insights – October 26 2020
In this week’s Weekly Insights: -Equities Portfolio For 2021 -World’s Worst Salesman? -Rudi Talks -Research Reports To Download Equities Portfolio For 2021 By Rudi Filapek-Vandyck, Editor FNArena Plenty of academic research suggests what matters most for investment strategies in the long run are asset allocation and portfolio composition. Yet, it’s probably a fair …
Bassanese Bites: Unresolved – October 26 2020
Global markets Global equities pulled back last week, interrupting the rebound we’ve been enjoying so far this month after the September correction. The theme of the past week is ‘unresolved’. U.S. fiscal stimulus talks are ongoing and as yet unresolved. Ditto the UK-EU post-Brexit trade deal …
