FNArena’s Weekly Insights – July 22 2024
In this week's Weekly Insights: -More Coverage In Stock Analysis -How To Invest Allan's $300k -FNArena Video -Special Report on Ai By Rudi Filapek-Vandyck, Editor More Coverage In Stock Analysis Some among you may have already discovered this, but FNArena's Stock Analysis has an additional tab EXTRA COVERAGE. Click on it and you'll …
Bassanese Bites: Bye-bye Biden – July 22 2024
Global markets Fears related to potential bans on US tech exports to China hurt global stocks last week, especially the US large-cap market darlings. As was the case the previous week, relative weakness in US large-cap technology stocks contributed to the ‘great rotation’ theme – from growth …
FNArena’s Weekly Insights – July 15 2024
Corporate Earnings, The Best Indicator? By Rudi Filapek-Vandyck, Editor Today's markets are confusing many, not in the least because many traditional indicators don't seem to apply anymore. Us, humans, we like to at least have some sense of control or predictability about things, and when that "security" drops …
Bassanese Bites: Great rotation? – July 15 2024
Global markets Global equities continued to grind higher last week, helped by a softer than expected US CPI report and dovish comments from Fed chair Jerome Powell. The Goldilocks soft landing scenario is continuing to play out, which is supportive of both bond and equity markets. Ahead …
FNArena’s Weekly Insights – July 08 2024
In this week's Weekly Insights: All-Weather Portfolio in FY24; Growth Not Value By Rudi Filapek-Vandyck, Editor We all experience the share market through our own portfolio, which might explain why so many voices remain downbeat, if not straightforward negative about the local market and its prospects. In contrast to …
Bassanese Bites: A jump to the left – July 08 2024
Global markets – week in review US stocks bounced back last week and bond yields eased as soft economic data supported the idea of rate cuts this year. With regard to US economic activity, markets are still in a “bad news is good news” mode. The early …
FNArena’s Weekly Insights – July 01 2024
In this week's Weekly Insights: -Diverging Risks In A Polarised Market -Special Report on GenAi, investing in the fourth industrial revolution By Rudi Filapek-Vandyck, Editor Diverging Risks In A Polarised Market One of the proprietary data insights from FNArena is the balance between Buy-Hold-Sell (and equivalent) ratings for those stockbrokers …
Bassanese Bites: A step to the right – July 01 2024
Global markets – week in review US stocks edged back last week despite a reassuringly benign US inflation report. Buyer exhaustion and concern over the impending French elections likely held back stocks. Overall global stocks edged higher, helped by solid gains in Japan. The major global highlight …
FNArena’s Weekly Insights – June 24 2024
GenAi, The Super-Megatrend, Part One "In times of change, learners inherit the earth, while the learned find themselves beautifully equipped to deal with a world that no longer exists." [Reid Hoffman, co-founder of LinkedIn] By Rudi Filapek-Vandyck, Editor Every experienced investor knows it pays dividends to be sceptical when …
Bassanese Bites: Monthly CPI mayhem – June 24 2024
Global markets – week in review Global stocks inched further ahead last week as soft US retail spending supported hopes for eventual US rate cuts. There was limited key global data last week, with the highlight being US retail spending which surprised on the soft side. Headline spending rose …
