All-Weather Stock

After my presentation and Q&A in Toowoomba, Queensland yesterday (having endured the teasing prior to the State of Origin later on the day) I sat down with a few of the local investors to talk investing and markets in a more informal setting

May 28 2026

Healthcare remains under pressure, and troubled CSL is not helping, but the market is warming yet again to future AI beneficiaries

May 13 2026


Profit warnings are arriving for Australian investors. This type of risk is unlikely to subside when the war ends (hopefully soon)

Apr 22 2026

Underneath the Middle East quagmire, the world is changing and ASX technology stocks are at the centre of tomorrow’s new landscape

Apr 09 2026


Previous Stories

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…


Rudi’s View: Bigger Picture – Trends

Jul 13 2017

Four charts showing three different long term trends. Which one would you prefer to have in your portfolio?


Don’t Be Fooled By Appearances

May 31 2017

In this week's Weekly Insights: -Don't Be Fooled By Appearances -No Weekly Insights Until June 19th -A Dentist's Smile In…


Quality Is Making A Come-Back

Apr 05 2017

In this week's Weekly Insights: -Quality Is Making A Come-Back -Sequel: Quintis Versus Californian Short Sellers -Conviction Calls: Bell Potter,…


Trend Spotting: Natural Skin Care

Feb 15 2017

In this week's Weekly Insights: -Trend Spotting: Natural Skin Care -Gold And Trading Opportunities -Conspiracy: China & Miners' Debt -FNArena's…


Resources Carrying Most Growth Momentum

Feb 08 2017

In This Week's Weekly Insights: -Resources Carrying Most Growth Momentum -Temporarily Out Of Fashion: All-Weather Performers -Count Down To New…


This Too Shall Pass

Nov 09 2016

In this week’s Weekly Insights:

– This Too Shall Pass
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV



Analyse The Market From A Different Angle