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 …
Bassanese Bites: RBA to cut to 0.1%? – August 03 2020
Global markets Global equities saw fit to focus on the positives last week, taking heart in the Fed’s renewed pledge to support growth and in the awe-inspiring ongoing strength in tech sector earnings. Indeed, in another case of “bad news is good news” the Fed last week …
FNArena’s Weekly Insights – July 28 2020
In this week's Weekly Insights: -Coming Soon: The August Reporting Season -A Deeply Frustrated Fund Manager Coming Soon: The August Reporting Season By Rudi Filapek-Vandyck, Editor FNArena On many accounts, the August reporting season that is about to be unleashed upon investors in Australia will mark a new low post …
Bassanese Bites: Double dip? – July 27 2020
Global markets Global equities tried hard to break higher early last week on the back of more hopeful vaccine news and Europe’s long-awaited stimulus package, though ended the week on the back foot due to renewed U.S.-China tensions and higher than expected U.S. weekly jobless claims. America’s …
Bassanese Bites: Cover up – July 20 2020
Global markets Global equities eked out further gains last week, largely reflecting more vaccine hopes, good JP Morgan earnings and general relief that more widespread lockdowns were not re-imposed in the United States. Indeed, the tech-heavy NASDAQ actually slipped back last week while the S&P 500 …
FNArena’s Weekly Insights – July 20 2020
Dear time-poor investor: are share markets egregiously overvalued? Is Biden as President a problem? Can Telstra create value through structural separation? In this week's Weekly Insights: -Forecasts, Not Valuations -Is Biden A problem? -Telstra, There Is Another Way -FNArena Talks Forecasts, Not Valuations By Rudi Filapek-Vandyck, Editor FNArena Once again it has become …
FNArena’s Weekly Insights – July 13 2020
Dear time-poor investor: the debate continues about what to expect from economies and equities in the year(s) ahead, plus a glimpse into the headwinds affecting the CSL share price In Part One of this week’s Weekly Insights: -What’s Wrong With CSL? -T.RowePrice: Market Optimism Is Deceiving -Corporate Debt: New …
Bassanese Bites: Let it rip – July 13 2020
Global markets Global equities pushed higher last week despite a rising CV-19 case count, with investors taking heart from a continuing ‘re-opening’ bounce in the data, further somewhat encouraging drug news and – most important of all – several major U.S. states still resisting pressure to …
FNArena’s Weekly Insights – July 06 2020
Dear time-poor investor: the bull market of 2020 has created a whole new generation of enthusiastic share market participants -Class of 2020 -Bitcoin, The Share Market Omen? -FNArena Talks Class of 2020 By Rudi Filapek-Vandyck, Editor FNArena There are two key characteristics embedded inside the share market and human investors are …
