Bassanese Bites: Testing support – May 18 2020
Global markets Last week I headlined my Bites report ‘Testing resistance’, given the focus on whether the S&P 500 could break through recent highs of 2,930 and march onward to 3,000. As it turned out, the market did test, but failed to break, this resistance, given …
FNArena’s Weekly Insights – May 11 2020
Dear time-poor investor: the impact from this year’s tragedy for income investors is worse because of faulty strategies In this week's Weekly Insights: -Investing For Income: The Smart Way -It’s A Relief Rally Investing For Income: The Smart Way By Rudi Filapek-Vandyck, Editor FNArena Bad news hits the weakest the hardest. Australian …
Bassanese Bites: Testing resistance – May 11 2020
Global markets Global equities continued to remain focused on re-opening hopes last week, disregarding apocalyptic economic data from most corners of the world outside of China. The fact Wall Street could rally in the face of 20 million job losses in April, and a surge in …
FNArena’s Weekly Insights – May 04 2020
Dear time-poor investor: share markets have rallied in the absence of timely economic insights. Meanwhile, not every stock is being treated equally. In this week's Weekly Insights: -Share Market Trends Will Be Tested -Conviction Calls -Rudi On TV Share Market Trends Will Be Tested By Rudi Filapek-Vandyck, Editor FNArena Something happened on …
Bassanese Bites: Reality check – May 04 2020
Global markets Despite a strong rebound in oil prices, last week was perhaps a reality check for global markets as the depth of the downturn in both economic growth and corporate earnings became ever more evident. U.S. Q1 GDP, consumer confidence and manufacturing conditions were all …
FNArena’s Weekly Insights – April 27 2020
Dear time-poor reader: general critique says equities are out of touch with reality, but a closer look suggests otherwise. In this week's Weekly Insights: -Solving The Share Market Enigma -All-Weather Model Portfolio -Rudi On TV Solving The Share Market Enigma By Rudi Filapek-Vandyck At times, it seems financial markets move in mysterious …
Bassanese Bites: Oil Slick – April 27 2020
Global Markets Not much has been able to roil the US stockmarket of late, but last week’s negative print on the front month WTI oil futures contract finally did the trick. The S&P 500 dropped almost 5% over two days but then staged a feisty comeback …
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 …
