All-Weather Stock

At times, it’s the most difficult question to answer: if it’s such a great company, how come its shares keep falling?

Feb 18 2026

Transcript of Pre-February results interview by Livewire Markets

Feb 12 2026


Thoughts and observations behind the savage bear market that has gripped Quality and Growth stocks since mid last year

Feb 11 2026

Xero’s latest presentation addressed central concerns around AI monetisation, disruption and a stronger growth outlook for recently acquired Melio, but markets globally are in the grip of collective AI disruption angst

Feb 05 2026


Previous Stories

Video: FNArena Editor On 2025 ASX Bear Market

Dec 19 2025

We asked, you sent in your questions, then we sat down for one final video session to close off 2025. With AI summary for a quick read


Rudi’s View: This Too Shall Pass

Dec 03 2025

My final Weekly Insights for 2025


Rudi’s View: Un-Bubbling The AI Bubble Talk

Nov 27 2025

Cool-headed expert voices are pushing back against the scaremongering narratives around irrational exuberance and AI excitement pushing equities into a bubble-like environment


Rudi’s View: Identifying Quality Opportunities

Oct 29 2025

In this week’s Weekly Insights:

-When Anxiety Becomes The New Norm
-Identifying Quality Opportunities


Rudi Interviewed: Diary Of A Successful Investor

Oct 20 2025

FNArena Editor Rudi Filapek-Vandyck was interviewed by Peter Switzer as the opening act in a new series titled The Diary of a Successful Investor


Rudi’s View: Tech1 Delivers AI First

Oct 15 2025

In this week’s Weekly Insights:

-Tech1 Delivers AI First
-Trade Tension Flares Up? UBS Responds


Rudi’s View: US Equities, CSL, Macquarie Technology, Xero & More

Sep 11 2025

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


Rudi’s View: Early August Signals & Observations

Aug 20 2025

In this week’s Weekly Insights:

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


Rudi’s View: Dicker Data (Stock In Focus)

Jul 02 2025

In this week’s Weekly Insights: -Dicker Data; Megatrends Without Covid-Lockdowns-Ask FNArena By Rudi Filapek-Vandyck, Editor This week marks the end…


Rudi’s View: Ten Years Of All-Weather Model Portfolio

Jun 25 2025

By Rudi Filapek-Vandyck, Editor A few weeks ago I was asked to provide some performance statistics for stocks held in…



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