All-Weather Stock

In today’s edition: TechOne, Still The Number One; Rio Tinto Opens The August Season; Picking Winners Pre-August; Banks: Expensive, Or Maybe Less So; How To Value The Wesfarmers Quality?

Jul 30 2026

In an era of significant disruption, everything ‘old’ needs to be questioned and re-assessed, including the concept of All-Weather stocks

Jul 22 2026


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


Previous Stories

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…


Have You Been Paying Attention?

Mar 14 2018

In this week's Weekly Insights (published in two separate parts): -Have You Been Paying Attention? –More Snippets Post Feb Reporting Season…


Tale Of Two Consumer Stocks

Jan 31 2018

In this week's Weekly Insights (first edition of the new year): -Welcome To 2018 -Tale Of Two Consumer Stocks -Conviction…


Make Risk Your Friend: Don’t Ignore The Future

Nov 29 2017

In this week's Weekly Insights (published in two separate parts): -This Is It Folks! -Make Risk Your Friend: Don't Ignore…


Australian Equities: Angels, Falling And Rising

Nov 08 2017

In this week's Weekly Insights (published in two separate parts): -Australian Equities: Angels, Falling And Rising -The Many Joys Of…


Not In The Mood

Sep 13 2017

In this week's Weekly Insights (published in two separate parts): -Not In The Mood -Conviction Calls: CLSA, Morgans, Wilsons, CS,…


How To Invest In All-Weather Stocks?

Aug 16 2017

In this week's Weekly Insights: -How To Invest In All-Weather Stocks? -Shorter Format During Reporting Season -Rudi On BoardRoomRadio -2016…



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