Rudi's Views

In this week’s Weekly Insights:

-September, The Gift
-Post-August Portfolio Maintenance
-Consensus Targets
-Defence Spending Has More Winners
-Ord Minnett’s Conviction List
-Special Reports

Update on expert views, favourite stocks and Top Picks post the August results season in Australia

In today’s update:

-US Equities not over-valued (!?)
-Question received about CSL
-Question received about Macquarie Technology
-Question whether expansion into the US is a graveyard for corporate Australia

Making sense out of August performances by corporate Australia through a broader, macro lens

In today’s update:

-Another August Record: Volatility!
-Greenshoots For Resi
-A-REITs Are Winners
-Gold Bull Awakens
-No Change At Morgan Stanley
-Healthcare Needs A Cure

By Rudi Filapek-Vandyck, Editor A Glass Half-Full Outlook By Rudi Filapek-Vandyck, Editor Dividends included, the Australian share market gained 3.10%…

In this week’s Weekly Insights:

-Early August Signals & Observations
-Next Week
-In preparation of August
-Review All-Weather Model Portfolio

In today’s edition:

-FNArena’s August Results Monitor
-What The Experts Are Saying
-Review All-Weather Model Portfolio
-Best Buys & Conviction Calls

It has become the ‘unofficial’ tradition in recent years: an interview with Livewire Markets ahead of yet another corporate reporting season in Australia.

This a sub-edited transcript from the pre-August results season interview that took place on August 5.

In today’s edition:

-August Updates Are A-Comin’
-The Era Of Polarisation
-Morgan Stanley’s Hot Favourites For August
-Attention Returns To AI Infrastructure
-FNArena Talks
-Review All-Weather Model Portfolio
-Best Buys & Conviction Calls