FNArena’s Weekly Insights – October 19 2020
In this week’s Weekly Analysis: -Quality & Growth: Confidence & Execution -Value Versus Growth – The Chart That Confirms -That Dreadful ASX Website (Continued) -Rudi Talks -Conviction Calls Quality & Growth: Confidence & Execution By Rudi Filapek-Vandyck, Editor On Wednesday last week, one local newsletter published a list of thirteen stocks that had …
FNArena’s Weekly Insights – October 12 2020
In this week’s Weekly Insights: -Investment Themes In Australia -Conviction Calls -That Dreadful ASX Website (But Exciting News Ahead for FNArena) -Rudi Talks Investment Themes In Australia By Rudi Filapek-Vandyck, Editor FNArena As per tradition, one of the popular themes that dominated the local share market post Canberra-budget has been: which companies …
Bassanese Bites: Melb Cup cut – October 19 2020
Global markets Global equities were largely flat last week, reflecting disappointment on U.S. fiscal stimulus talks and concern over new social distancing restrictions in Europe as COVID-19 cases mount. The $US firmed and gold weakened, while bond yields eased back. U.S. economic data was mixed, with ongoing …
Bassanese Bites: Biden time – October 12 2020
Global markets Global equities enjoyed their second successive positive week, suggesting the ‘correction we had to have’ may well be over. The main market driver last week was the on again/off again/on again U.S. fiscal stimulus talks. After earlier hopes of a deal were quashed by …
FNArena’s Weekly Insights – October 05 2020
In this week’s Weekly Insights: -Market Momentum Switch: A Messy Affair -Conviction Calls -Dividend Traps & Opportunities The Economic Recovery, A Messy Affair By Rudi Filapek-Vandyck, Editor FNArena Under more “normal” circumstances, we’d all be talking about the economic recovery by now, with follow-on consequences for government policies, central banks’ focus …
Bassanese Bites: Stimulus hopes – October 06 2020
Global markets Global equities enjoyed their first positive week in a month, largely on the back of U.S. fiscal stimulus hopes – and despite polls suggesting Biden is now even more likely to win the Presidential election following a steady performance in last week’s debate. Of …
FNArena’s Weekly Insights – September 28 2020
Identifying Greatness By Rudi Filapek-Vandyck, Editor FNArena I recently finished reading Good To Great. Why some companies make the leap … and others don’t by US author/researcher Jim Collins. Admittedly, I haven’t been exactly quick in catching up on the author’s global best seller research. This book was originally …
Bassanese Bites: Riding the wave – September 28 2020
Global markets It was a week of consolidation for global equities as some investors could not resist finally buying into the first decent pullback in stocks for some months. The S&P 500 edged down another 0.6% for the week – marking the fourth weekly loss in …
FNArena’s Weekly Insights – September 21 2020
Dear time-conscious investor: US election remains too uncertain to call; a new strategy for dividend-seekers; plus one under-reported record from the August results season In this week’s Weekly Insights: -All Eyes On November 3 -Income Seekers Need A New Strategy -Time To Say Goodbye -Stats, Damn Lies, And Corporate Profits? All …
Bassanese Bites: Sell the fact – September 21 2020
Global markets The correction in global equities continued last week given the latest Fed meeting offered nothing new and U.S. economic data disappointed somewhat. Bonds yields were steady while the $US eased a bit further. Although the Fed confirmed it has moved to a new framework which …
