All-Weather Stock
Thoughts and observations behind the savage bear market that has gripped Quality and Growth stocks since mid last year
10:00 AM
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
Previous Stories
Rudi’s View: Macquarie, Aristocrat Leisure And Emeco
Oct 18 2018
In this week's Weekly Insights (this is Part Two): –Out With The Garbage –Change: Rudi On TV -Zimbabwe on Top…
Out With The Garbage
Oct 17 2018
In this week's Weekly Insights (published in two parts): -Out With The Garbage -Change: Rudi On TV -Zimbabwe on Top…
Rudi’s View: All-Weather Model Portfolio
Oct 04 2018
Last week a reader sent through the questions regarding the FNArena/Vested Equities All-Weather Model Portfolio. I have decided to share my response with a broad audience as I think many more might be interested.
It’s Different This Time, Not A Bubble
Sep 19 2018
In this week's Weekly Insights (published in two parts): –It's Different This Time, Not A Bubble -August Reporting Season: The…
Rudi’s View: Telstra, BHP And Netwealth
Jul 19 2018
In this week's Weekly Insights (this is Part Two): -Is 'Value' Investing Now Dead? -Conviction Calls -All-Weather Stocks: Bell Potter…
Is ‘Value’ Investing Now Dead?
Jul 18 2018
In this week's Weekly Insights (published in two parts): -Is 'Value' Investing Now Dead? -Conviction Calls -All-Weather Stocks: Bell Potter…
The Triumph Of Quality
Jul 11 2018
In this week's Weekly Insights (published in two parts): -The Triumph Of Quality -Share Market Sweet Spot -Conviction Calls -Rudi…
Aussie Equities: Where Is True Value?
Jun 06 2018
In this week's Weekly Insights: -Aussie Equities: Where Is True Value? -No Weekly Insights Next Week -Rudi Talks -Rudi On…
Rudi’s View: Quality Is Not In A Bubble
May 10 2018
In this week's Weekly Insights (this is Part Two): -Quality Is Not In A Bubble -Conviction Calls -Middle Class Poverty?…
Rudi’s View: Credit Corp, Nearmap, And The Banks
Apr 27 2018
In this week's Weekly Insights (this is Part Two): –Outlook 2018: A Complex Equities De-Rating -Slowing Growth, Rising Yields, High…
