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 …
FNArena’s Weekly Insights – August 13 2020
Dear time-constraint investor: uncertainty remains, while gold will surprise the many fans, and conviction calls changes ahead of the August reporting season In this week's Weekly Insights: -August 2020: Early Results -Rudi Talks -Gold, The Enigma -Conviction Calls August 2020: Early Results By Rudi Filapek-Vandyck, Editor FNArena The local reporting season in Australia is …
Bassanese Bites: Stimulating times – August 10 2020
Global markets Better than expected U.S. economic data and stimulus hopes continued to buoy global equities last week, with the S&P 500 now only 1% from its previous peak level. The FAANG stocks have a lot to do with this performance, but even the S&P 500 …
FNArena’s Weekly Insights – August 06 2020
FNArena’s Corporate Results Monitor is keeping track of company results this month: https://www.fnarena.com/index.php/reporting_season/ In this week’s Weekly Insights: -August 2020: Nothing Like The Past -Morgans Best Ideas By Rudi Filapek-Vandyck, Editor FNArena August 2020: Nothing Like The Past Corporate earnings have not been front of mind for share market investors over the …
