All-Weather Stock
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead
8:40 AM
Cool-headed expert voices are pushing back against the scaremongering narratives around irrational exuberance and AI excitement pushing equities into a bubble-like environment
Nov 27 2025
In this week’s Weekly Insights:
-When Anxiety Becomes The New Norm
-Identifying Quality Opportunities
Oct 29 2025
Previous Stories
Rudi’s View: CSL & NextDC
May 08 2025
Your Editor attended presentations by CSL and NextDC this week
Rudi’s View: Time For Appreciating Quality
Apr 02 2025
By Rudi Filapek-Vandyck, Editor Time For Appreciating Quality My biggest surprise, when overlooking the local share market this week, is…
Rudi Interviewed: Turning Laggards Into Winners
Feb 17 2025
It has become the ‘unofficial’ tradition in recent years: an interview with Livewire Markets ahead of yet another corporate reporting…
Rudi’s View: All-Weather Portfolio In 2024
Jan 15 2025
A review of what happened in 2024 and what may well be in store for the year(s) ahead for the All-Weather Model Portfolio
Pro Medicus, A Global Software Super Star
Dec 19 2024
Pro Medicus’ growth story is far from over. How should investors deal with the valuation challenge of one of Australia’s premium growth companies?
Ask FNArena: High Multiples About To Collapse?
Dec 17 2024
Earlier this month we asked investors to send in their questions. Today, we answer another questions received
Ask FNArena: CSL, Charter Hall & Dexus
Dec 16 2024
Earlier this month we asked investors to send in their questions. Today, we answer two questions received
Rudi’s View: A Cautious Preview Into 2025
Dec 04 2024
By Rudi Filapek-Vandyck, Editor Traditionally, the final weeks of each calendar year trigger educated predictions about what the year ahead…
Rudi’s View: Trump Beneficiaries & TechOne
Nov 28 2024
Updates on stock picker’s favourites and Model Portfolio adjustments
Rudi’s View: Confidence In Quality Rewarded
Nov 27 2024
By Rudi Filapek-Vandyck, Editor Many years ago, I read a story by Marcus Padley praising the virtues of a one-stock…
