All-Weather Stock
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
Feb 05 2026
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
Dec 19 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
Previous Stories
Rudi’s View: Two Poles Apart
May 28 2020
Dear time-poor investor: the share market remains split in two opposing baskets In this week's Weekly Insights: -Two Poles Apart-REITs in…
Rudi’s View: Cheap Quality & Conviction Calls
Apr 10 2020
Dear time-poor reader: Cheap Quality stocks and Conviction Calls for (re)building portfolios In today's Rudi's View: -Joke Of The Day-Higher,…
Rudi’s View: All-Weather Stocks & Cash
Mar 19 2020
Dear time-poor reader: this Bear Market is changing the world, literally, in front of our eyes In This Week's Weekly…
Rudi’s View: This Crisis Ain’t Over
Mar 16 2020
Message from FNArena Editor Rudi Filapek-Vandyck to subscribers on Saturday
Rudi’s View (Part 2): Iress, Oz Minerals And Super Retail
Jan 17 2020
Part Two of the calendar year’s first update on Conviction Calls for the year ahead.
Rudi’s View: Xero, Treasury Wine And Appen
Jan 16 2020
First update for the new calendar year and already plenty of material to combine. Which is why Part Two will follow suit on Friday morning (tomorrow).
Time To Diversify The Portfolio?
Nov 28 2019
Dear time-poor reader: Quality has proved the absolute winner in Australian equities, but has the time come to diversify through…
Positive Momentum Continues For CSL
Nov 14 2019
Dear time-poor reader: why CSL continues enjoying upward momentum plus further updates on broker Conviction Calls In this week's Weekly…
25 Years CSL: What Can We Learn?
Oct 24 2019
Dear time-poor reader: what can investors learn from 25 years of CSL on the ASX? In this week's Weekly Insights:…
The Quality Of Quality Continues To Show
Aug 28 2019
Dear time-poor reader: August corporate reporting is once again putting quality in focus. In this week's Weekly Insights: -The Quality…
Analyse The Market From A Different Angle
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