All-Weather Stock

In today’s edition: AI To The Rescue; All-Weather Or Not?; RBC Likes Zip Co

Jun 25 2026

The past century has witnessed Australian equities turning into the world’s top performers, long term, but that’s not necessarily how local investors perceive it. Especially not in 2026

Jun 24 2026


In this week’s edition: (More) Patience Required; What To Buy Ahead Of June 30; What Not To Buy (Sell) Ahead Of June 30

Jun 18 2026

Are Australian companies better off by not expanding offshore? History suggests otherwise

Jun 17 2026


Previous Stories

Positive Momentum Continues For CSL

Nov 14 2019

Dear time-poor reader: why CSL continues enjoying upward momentum plus further updates on broker Conviction Calls In this week's Weekly…


25 Years CSL: What Can We Learn?

Oct 24 2019

Dear time-poor reader: what can investors learn from 25 years of CSL on the ASX? In this week's Weekly Insights:…


The Quality Of Quality Continues To Show

Aug 28 2019

Dear time-poor reader: August corporate reporting is once again putting quality in focus. In this week's Weekly Insights: -The Quality…


August Reporting Season: Early Progress Report

Aug 15 2019

Dear time-poor reader: early update on corporate results, plus a longer-term assessment of CSL. In this week's Weekly Insights: -Financial…


Rudi’s View: CSL, Ramelius And Sonic Healthcare

Aug 09 2019

Dear time-poor reader: Part Two offers Conviction Calls, and an update on the CSL Challenge. In this week's Weekly Insights (published in…


Rudi’s View: All-Weather Portfolio, Charts & Conviction Calls

Jul 19 2019

In this week's Weekly Insights (this is Part Two): -In Search Of 'Value', Avoiding 'Cheap Junk' -All-Weather Portfolio Update -Unveiling…


Rudi’s View: Afterpay Touch, Nearmap, And a2 Milk

Jul 12 2019

In this week's Weekly Insights (this is Part Two): –This Too Shall Pass -The Other Story About Small Caps -Afraid…


Do I Have A Few Surprises For (Most Of) You!

Jul 04 2019

In this week's Weekly Insights (published in two parts): -Do I Have A Few Surprises For (Most Of) You! -M&A…


In Quality We Trust

May 30 2019

In this week's Weekly Insights (published in two parts): -Conviction Calls, Part I –In Quality We Trust -Conviction Calls, Part…


Everybody Is Waiting…

Apr 18 2019

In this week's Weekly Insights: -Everybody Is Waiting… -No Weekly Insights Next Week -CSL Challenge: Market Share & Margins -Conviction…



Analyse The Market From A Different Angle