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
Behind The AI Threat Narrative(s)
Feb 11 2026
Thoughts and observations behind the savage bear market that has gripped Quality and Growth stocks since mid last year
Is AI Nemesis Or Opportunity For Xero?
Feb 05 2026
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
Video: FNArena Editor On 2025 ASX Bear Market
Dec 19 2025
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
Rudi’s View: This Too Shall Pass
Dec 03 2025
My final Weekly Insights for 2025
Rudi’s View: Un-Bubbling The AI Bubble Talk
Nov 27 2025
Cool-headed expert voices are pushing back against the scaremongering narratives around irrational exuberance and AI excitement pushing equities into a bubble-like environment
Rudi’s View: Identifying Quality Opportunities
Oct 29 2025
In this week’s Weekly Insights:
-When Anxiety Becomes The New Norm
-Identifying Quality Opportunities
Rudi Interviewed: Diary Of A Successful Investor
Oct 20 2025
FNArena Editor Rudi Filapek-Vandyck was interviewed by Peter Switzer as the opening act in a new series titled The Diary of a Successful Investor
Rudi’s View: Tech1 Delivers AI First
Oct 15 2025
In this week’s Weekly Insights:
-Tech1 Delivers AI First
-Trade Tension Flares Up? UBS Responds
Rudi’s View: US Equities, CSL, Macquarie Technology, Xero & More
Sep 11 2025
In today’s update:
-US Equities not over-valued (!?)
-Question received about CSL
-Question received about Macquarie Technology
-Question whether expansion into the US is a graveyard for corporate Australia
Rudi’s View: Early August Signals & Observations
Aug 20 2025
In this week’s Weekly Insights:
-Early August Signals & Observations
-Next Week
-In preparation of August
-Review All-Weather Model Portfolio
Analyse The Market From A Different Angle
Latest News
| 1 | ASX Winners And Losers Of Today – 12-08-266:35 PM - Daily Market Reports |
| 2 | FNArena Corporate Results Monitor – 12-08-20262:55 PM - Australia |
| 3 | Australian Broker Call *Extra* Edition – Aug 12, 202611:30 AM - Daily Market Reports |
| 4 | Technical Views On Nasdaq, ASX200 & Oil10:52 AM - Technicals |
| 5 | Treasure Chest: Orora10:30 AM - Treasure Chest |