All-Weather Stock
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead
Dec 08 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
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: Opportunity In Data Centres
May 08 2024
Opportunity In Data Centres By Rudi Filapek-Vandyck The concept confounds many an investor, and market commentators too; from the moment…
Rudi’s View: Quality Reigns, And How To Identify It
May 01 2024
In this week's Weekly Insights: -Quality Reigns, And How To Identify It-Macquarie's ASX Quality Compounders By Rudi Filapek-Vandyck, Editor Quality…
Rudi’s View: A Market Narrative Delayed
Apr 24 2024
In this week's Weekly Insights: -A Market Narrative Delayed-Conviction Calls & Best Buys-Rudi Unplugged – The Video By Rudi Filapek-Vandyck,…
Rudi’s View: Lessons & Observations From ASX All-Weathers
Apr 10 2024
In this week's Weekly Insights: -Lessons & Observations From ASX All-Weathers-Conviction Calls & Best Buys-June Index Rebalancing By Rudi Filapek-Vandyck,…
Rudi’s View: (In Search Of) The Holy Grail
Apr 04 2024
Has the FNArena Editor identified The Holy Grail for successful long term investing?
Rudi’s View: Healthcare Under The Scanner
Mar 13 2024
In this week's Weekly Insights: -Healthcare Under The Scanner-February 2024; The Final Verdict-Rudi Unplugged, In April By Rudi Filapek-Vandyck, Editor…
Rudi’s View: February Trepidation
Feb 07 2024
In this week's Weekly Insights (the first in 2024): -All-Weather Model Portfolio-Rudi Unplugged-February Trepidation By Rudi Filapek-Vandyck, Editor Weekly Insights…
Rudi Interviewed: Megatrends A Go-Go
Feb 05 2024
In late January, I participated in Tech2024, a series of expert interviews on the outlook for technology companies in the year…
ResMed Recovery Turns Into Hollywood Script
Jan 31 2024
More troubles for key competitor Philips/Respironics suggests there could be more momentum shifting in ResMed’s favour
Rudi’s View: All-Weather Portfolio In 2023
Nov 29 2023
The story below was originally published in late November 2023. Performance indicators for the All-Weather Model Portfolio were drawn from…
