All-Weather Stock
Prior to war breaking out in the Middle East, corporate results in February delivered plenty of positive news
Mar 04 2026
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
Previous Stories
Is AI Nemesis Or Opportunity For Xero?
Feb 05 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
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…
