All-Weather Stock
Wesfarmers offers resilience and quality management to execute through the macro cycle, with digital and agentic levers supporting FY28 earnings acceleration
Oct 07 2026
Australian equities can be a source of enjoyment and plenty of rewards, but there are other times when share prices simply won’t cooperate with our plans and well-intentioned decisions
Sep 16 2026
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
Previous Stories
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…
Rudi’s View: Ten Highflyers With More Upside Potential
Oct 02 2024
In this week’s Weekly Insights: -Ten Highflyers With More Upside Potential-FNArena Talks-All-Weather Research: Post-August Changes-FNArena on Saturday By Rudi Filapek-Vandyck,…
Rudi’s View: Aussie Banks & TechOne
Aug 01 2024
Updates on strategies, model portfolios, key picks, best buys and conviction calls
Analyse The Market From A Different Angle
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| 2 | Selling Pressure Dominates MinRes SharesOct 14 2026 - Technicals |
| 3 | ASIC Watch: Criminal Escalation Against Unlisted PromotersOct 14 2026 - Australia |
| 4 | Fortescue Confronts A New Pricing RealityOct 14 2026 - Commodities |
| 5 | Australian Broker Call *Extra* Edition – Oct 14, 2026Oct 14 2026 - Daily Market Reports |