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 …
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 …
