Rudi's Views

Notes and colour on what exactly is going on beneath the surface of the Australian stock exchange

Resources and Healthcare pushed the ASX200 to another positive outcome in August. Analysts have nominated their favourites and Conviction Buys

Preliminary assessment of the August results season, with notes, stats and observations

A closer look beneath the bonnet of corporate results and share price moves in busy August season

Early signals from August results combine positive outcomes with negative signals. Meanwhile, in the background, AI deployment is advancing

The FNArena Editor shares his views on investing, AI, Australian shares and about what to expect from the August results season

Early observations from early results in Australia. It’s been rather mild, and positive, thus far

JPMorgan remains bullish on AI and US equities. Plus a line-up of the latest Best Buy nominations and Conviction Calls ahead of August results

Expect downgrades, and upside dividend surprises, and day-to-day volatility, plus lots and lots more

In today’s edition: TechOne, Still The Number One; Rio Tinto Opens The August Season; Picking Winners Pre-August; Banks: Expensive, Or Maybe Less So; How To Value The Wesfarmers Quality?