All-Weather Stock
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
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
Dec 19 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
Nov 27 2025
Previous Stories
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…
FNArena Visits NextDC’s S3 Data Centre
Jun 19 2025
FNArena received a bird’s eye view on what it takes to develop critical infrastructure for Australia’s growing demand for cloud computing and AI
Rudi’s View: Macquarie Technology (Stock In Focus)
Jun 18 2025
In Weekly Insights this week: -Macquarie Technology’s Integrated Data Centre Services-FNArena Talks By Rudi Filapek-Vandyck, Editor Small cap stocks in…
Rudi’s View: How Do We Value The Future?
May 28 2025
By Rudi Filapek-Vandyck, Editor Invest in the future is an oft provided free piece of advice to investors, including by…
Analyse The Market From A Different Angle
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