FNArena’s Weekly Insights – April 20 2020
Dear time-poor reader: what does the future look like and why are so many cheap stocks still looking so... cheap? Now That We Had That Rally... By Rudi Filapek-Vandyck, Editor FNArena The official mantra says financial markets are forward-looking. The heavy sell-off that pulled the ASX200 some -38% from …
Bassanese Bites: Fed faith – April 20 2020
Global Markets Despite continued shocking US economic data and corporate earnings results, hopes with regard to US curve flattening and potential re-opening of the US economy continued to drive a positive view on risk markets last week. Other positives were a leaked media report suggesting Gilead’s …
FNArena’s Weekly Insights – April 13 2020
No Time For Over-Confidence By Rudi Filapek-Vandyck, Editor FNArena The share market is now divided, roughly, in two groups of investors. Those who have been buying shares over the past three weeks are feeling like they have been very much rewarded for it. The other group has at least …
Bassanese Bites: Peak infection – April 14 2020
Global Markets The S&P 500 rebounded a lazy 12% last week as Wall Street again easily managed to look past weak economic data and focus instead on yet more Fed support programs and further progress on “curve flattening”. Markets remain hopeful that as US infection rates …
FNArena’s Weekly Insights – April 06 2020
How Deep, How Long, How Far? By Rudi Filapek-Vandyck, Editor FNArena Share market sell-offs are an emotional affair during the best of times, let alone during a Bear Market. It should thus not surprise that since overall volatility has quietened down significantly, market commentary often involves the "is …
Bassanese Bites: Eye of the storm – April 06 2020
Global markets are still trying their best to “look through” the horrible economic data we’re now going through as a consequence of the COVID-19 lock downs. Last week, another 6 million were added to US jobless claims and 700,000 Americans lost their jobs in …
FNArena’s Weekly Insights – March 30 2020
Joke Of The Week The bull and bear go out for a coffee (maintain distance). The bull proudly says: "Best three days for the S&P 500 since 1933". The bear responds: "Exactly!" How To Survive The 2020 Bear Market? By Rudi Filapek-Vandyck, Editor FNArena Last week I suggested investors needed a …
Bassanese Bites: Head Fake ? – March 30 2020
The key question folks: have we seen the low or was last week a bear market rally? Despite horrible US economic data and an acceleration in their COVID-19 cases, the US S&P 500 saw fit to stage it’s strongest three-day rally since 1931 …
FNArena’s Weekly Insights – March 23 2020
There are still investors out there who think this year's Grand Bear Market is all about previous herd exuberance and share prices rising too far, but that is so outdated already. Following an exceptionally strong performance in January, exuberant share price levels might have been the …
Bassanese Bites: Lockdown – March 23 2020
The combination of rising COVID-19 cases and restrictive government policy responses in the United States were the main global market focus last week, and which understandably pushed equity markets lower. California and New York are now in effective lock down, meaning citizens are ordered …
