Daily FNArena News - FNArena Talks

The FNArena Editor explains why he remains skeptical about the rally in risk assets. Includes tips on potential beats and misses in August.

The FNArena Editor explains to Peter Switzer how and why the US share market is losing support from corporate results, while analysts’ expectations remain too high worldwide.

The Commodities Super Cycle has moved into a different phase, the FNArena Editor explains to Peter Switzer. This is when investors get punished for not paying enough attention.

Suppose you wanted to invest all your money into the share market. Which stocks do you buy and why? The FNArena Editor hasn’t changed his colours.

Share prices for major banks in Australia are far from cheap and that in itself is a cautionary warning, Your Editor explained on Switzer TV on Thursday.

Your Editor discussed Amcor and dividend stocks on Friday’s Round Table, plus why Oz equities are likely facing some weakness ahead.

Your Editor explains why simply beating expectations may not be enough for US companies this year and why the outlook (finally) appears brighter for Australian companies.

Your Editor participated in Friday’s Afternoon Round Table to discuss a new IPO, the US recovery and dividend stocks, among other things.

Your Editor’s preference for ASG Group over BHP Billiton has created a wave of responses. Not everyone agrees.

Your Editor explained on Switzer TV why equities now seem a better place to be than in government bonds.