Bassanese Bites: Shelter in place – June 29 2020
Global markets The continued rise in U.S. COVID-19 cases further undermined risk sentiment last week – even though, as U.S. President Trump noted, increased testing appears an important factor behind the rise (although the percentage of positive tests is also increasing). The S&P 500 lost 2.9%, …
FNArena’s Weekly Insights – June 22 2020
Dear time-poor investor: stockbroker price targets can be a handy tool for investors, when treated with intelligence and experience -Price Targets Can Be Your Friend -BHP, CSL And CBA Versus Telstra -FNArena Talks Price Targets Can Be Your Friend By Rudi Filapek-Vandyck, Editor FNArena I haven’t written about stockbroker price targets …
Bassanese Bites: Temperature check – June 22 2020
Global markets Global equities tried hard to remain positive last week even as new CV-19 cases continued to emerge in Beijing and some U.S. states. After the previous Thursday’s collapse in prices, equities bounced higher early last week following the Fed’s (rehashed) announcement that it would …
FNArena’s Weekly Insights – June 15 2020
Dear time-poor investor: as investor enthusiasm has temporarily run out of breath, not every ASX-listed stock is treated equally -Momentum Swings Now Maketh The Market -Baillieu’s Restart Australia strategy -Monthly Biotech Update -FNArena Talks (And Presents) -Watch The Index Deletions & Inclusions Momentum Swings Now Maketh The Market By Rudi Filapek-Vandyck, Editor …
Bassanese Bites: FOMO Fever – June 09 2020
Global markets Good news is good news. Bad news is good news. And no news is good news also! Global equities pushed higher last week as positive ‘re-opening’ data, no second waves, and confidence in unrelenting fiscal and monetary stimulus continued to buoy investor sentiment. Key …
FNArena’s Weekly Insights – June 01 2020
Dear time-poor investor: if this week’s data insights don’t surprise you then I don’t know what will In this week's Weekly Insights: -ABC Of Equities Recovery Rally -Banks Are Cheap, But… -Rudi Talks -No Weekly Insights Next Week ABC Of Equities Recovery Rally By Rudi Filapek-Vandyck, Editor FNArena Investors are constantly plagued by …
Bassanese Bites: Value rotation – June 01 2020
Global markets Risk-on sentiment prevailed across global markets last week – so much so that even previously neglected sectors such as financials began to attract interest. Key drivers were upbeat comments from JP Morgan CEO Jamie Dimon, and the fact Trump failed to follow through on …
FNArena’s Weekly Insights – May 25 2020
Dear time-poor investor: the share market remains split in two opposing baskets In this week's Weekly Insights: -Two Poles Apart -REITs in June -Bad News Good For Computershare -Rudi Talks Two Poles Apart By Rudi Filapek-Vandyck, Editor FNArena Most social scientists share the view that the GFC in 2008/09 played a major role …
Bassanese Bites: Breakout? – May 25 2020
Global markets It was risk on again last week in global markets as seemingly encouraging COVID-19 vaccine trials got investors excited early on, before experts started to raise questions about the significance of the results. Either way, the share price of the company in question, Moderna, …
FNArena’s Weekly Insights – May 18 2020
Dear time-poor investor: new research by Morgan Stanley has identified ASX sweet spots for dividend-oriented investors In Search Of The Dividend Sweet Spot By Rudi Filapek-Vandyck, Editor FNArena This is the third, and final, instalment in a three parts series on dividends and investing in the Australian share …
