Bassanese Bites: Spot the Dot – September 14 2020
Global markets Global equities continued to pull back last week, driven in large part by the tech-heavy NASDAQ-100 Index. Compared to the previous week’s news (SoftBank and Tesla) there was little fundamentally new that triggered the further equity sell-off – suggesting this remains nothing more than …
FNArena’s Weekly Insights – September 14 2020
In this week’s Weekly Insights: -Plenty Of Clouds, Diverging Scenarios -Conviction Calls Plenty Of Clouds, Diverging Scenarios By Rudi Filapek-Vandyck, Editor FNArena According to at least one experienced technical market analyst, global equities, including in Australia, are now due for a consolidation period that potentially can last multiple months. Such a …
FNArena’s Weekly Insights – September 07 2020
Dear time-conscious investor: Conviction Calls, stock ideas and investment themes post-August In this week’s Weekly Insights: -August 2020 Lifts Price Targets -Stock Ideas & Conviction Calls -Extras & Bonuses August 2020 Lifts Price Targets By Rudi Filapek-Vandyck, Editor FNArena For securities analysts, each reporting season offers a welcome update on how companies …
Bassanese Bites: Tech tantrum – September 07 2020
Global markets U.S. stocks edged ever higher last week, despite a lack of progress on extending fiscal stimulus and the Fed’s reluctance to consider further monetary measures despite its ongoing concerns for the economy. The Fed’s failure to hint at new stimulus also helped stem the …
FNArena’s Weekly Insights – August 31 2020
Dear time-conscious investor: August reporting season has been a positive experience, with multiple new trends and highlights August 2020 Fits The Post-2013 Narrative By Rudi Filapek-Vandyck, Editor FNArena As we leave August 2020 behind us, dominated by a domestic reporting season that on multiple levels proved better-than-feared, it …
FNArena’s Weekly Insights – August 27 2020
Dear time-conscious investor: High PE stocks continue to benefit most this month, while one expert is calling for the next commodities supercycle In this week’s Weekly Insights: -August Reporting Favours Quality & Growth -Morgans Model portfolios -The Next Commodities Super Cycle August Reporting Favours Quality & Growth By Rudi Filapek-Vandyck, Editor …
Bassanese Bites: Flying doves – August 31 2020
Global markets U.S. stocks edged ever higher last week, despite a lack of progress on extending fiscal stimulus and the Fed’s reluctance to consider further monetary measures despite its ongoing concerns for the economy. The Fed’s failure to hint at new stimulus also helped stem the …
Bassanese Bites: Eerie calm – August 24 2020
Global markets U.S. stocks edged ever higher last week, despite a lack of progress on extending fiscal stimulus and the Fed’s reluctance to consider further monetary measures despite its ongoing concerns for the economy. The Fed’s failure to hint at new stimulus also helped stem the …
FNArena’s Weekly Insights – August 20 2020
Dear time-conscious investor: early signals from reporting season are positive, but it's early days, while institutional investors still like technology stocks, with analysts lining up their favourites In this week’s Weekly Insights: -Early Signals From August 2020 -Small Cap Favourites -Technology Remains Everybody’s Favourite -Investment Opportunity For Sophisticated Investors Early Signals …
Bassanese Bites: Yield spike – August 17 2020
Global markets Global equities pushed higher last week despite a continued U.S. impasse over further fiscal stimulus. Talk of a Russian vaccine and still generally encouraging U.S. economic data helped keep equity bears at bay. The risk-on sentiment was also evident in a spike in bond …
