Bassanese Bites: Bond blues – February 22 2021
Global markets The rise and rise in global bond yields in recent weeks – on the back of rising raw material and wholesale price pressures – finally got noticed by hard-charging equity markets last week, though at this stage the yield impact is a glancing blow …
FNArena’s Weekly Insights – February 15 2021
In this week's Weekly Insights: -Yet Another Short Selling Failure -February: Early Days, Full Of promise -A Different Environment For Dividends -FNArena Webinar By Rudi Filapek-Vandyck, Editor FNArena Yet Another Short Selling Failure Short sellers. They present themselves as the shining white knights if not the morally-driven, diligent sleuths who dig into …
FNArena’s Weekly Insights – February 12 2021
This story features CIMIC GROUP LIMITED, and other companies. For more info SHARE ANALYSIS: CIM In Part II of this week's Weekly Insights: -A February Full Of Promise -Dividends Are Back -Strong, Stronger & Strongest – Consumer Stocks -Winners & Losers (Forecast) -Engineers & Contractors -Healthcare: Same Old -Fund Managers: Go With The …
Bassanese Bites: Inflation Watch – February 15 2021
Global markets Global equities continued to grind higher last week in the absence of bad news. Biden’s massive U.S. fiscal stimulus package remains the ‘gift that keeps on giving’ as it slowly winds it way through Congress and gives equity bulls something positive to talk about …
FNArena’s Weekly Insights – February 8 2021
Weekly Insights this week will be published in two parts because FNArena is organising a webinar on Monday evening (see further below). In this Part One: -February Is Feeding Market Optimism -Conviction Calls -FNArena Webinar (tonight) By Rudi Filapek-Vandyck, Editor FNArena February Is Feeding Market Optimism As the February reporting season in …
Bassanese Bites: QE2 – February 08 2021
Global markets Those of us counting on a deeper correction in equities to add exposure would have been a little disappointed last week as the “retail rebellion” volatility fizzled out and markets instead basked in the glow of ongoing good economic data, corporate earnings, and major …
FNArena’s Weekly Insights – February 1 2021
In this week's Weekly Insights: -And Off We Go... -When Dumb Money Is Savvy, And Smart Money Is Not -A Lesson From History -The January Share Market Barometer -February: Reason For Optimism -2021, The Year Of Earnings Recovery -Conviction Calls -FNArena Webinar By Rudi Filapek-Vandyck, Editor FNArena And Off We Go... The new calendar year has …
Bassanese Bites: The Big Squeeze – February 01 2021
Global markets It’s great to be back for another years of Bites! Since I last wrote on December 21, global equities have essentially moved sideways (consolidating after the big push higher in November), while bond yields have pushed modestly higher. The $US is trying to bottom …
FNArena’s Weekly Insights – January 25 2021
In this week's Weekly Insights: -Why Worry? -Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena Why Worry? As reported in earlier updates, I returned from holidays thinking this market is way too confident, way too bullish, and way too exuberant on numerous accounts. Turns out, market strategists at Bank of America …
FNArena’s Weekly Insights – January 18 2021
In today's Weekly Insights (the first in 2021): -Share Market Outlook 2021: Swings & Roundabouts -Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena Share Market Outlook 2021: Swings & Roundabouts The past three months have reminded investors about that one old adage that had been largely forgotten post-GFC: -global recessions pull cheaply …
