Bassanese Bites: Outbreak – December 21 2020
Global markets Global equities pushed ever higher last week as the rollout of vaccines and the lingering promise of a U.S. stimulus deal outweighed serious but seemingly now ‘lagging’ news on soaring COVID cases, new restrictions, and slowing economic data. Why worry about new waves of …
Bassanese Bites: Deadlock – December 14 2020
Global markets It was a frustrating week for global markets with the U.S. failing to agree on a new stimulus plan and the UK and EU also failing to agree on the terms of their post-Brexit trade relationship. America’s raging COVID crisis – and recent ratcheting …
Bassanese Bites: Drugs and money – December 07 2020
Global markets Despite a weaker than expected payrolls report, and surging COVID cases, U.S. stocks hit new records last week, buoyed by an apparent breakthrough in fiscal stimulus talks and ongoing excitement about an impending vaccine rollout. Risk-on sentiment was also reflected in a further decline …
FNArena’s Weekly Insights – November 30 2020
Dear time-conscious investor: Share price volatility does not equal risk, and this week's All-Weather Stock proves exactly that In this week's Weekly Insights: -"Be Respectful Of The Past" -Question Of The Week -Mayday. Mayday. Website Down By Rudi Filapek-Vandyck, Editor FNArena "Be Respectful Of The Past" As every battle-hardened investor knows: achieving …
Bassanese Bites: Heal the world – November 30 2020
Global markets Last week again highlighted the forward-looking nature of markets, with global equities pushing higher on further positive vaccine news, despite a softening in economic data and ever-rising COVID cases in the United States. Trump also edged closer to conceding defeat, allowing his bureaucrats to …
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: …
Bitcoin – January 2021 – The need for Independent Advice