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’s View: Is Higher Volatility Now A Permanent Feature?
Feb 18 2026
At times, it’s the most difficult question to answer: if it’s such a great company, how come its shares keep falling?
Rudi Interviewed: February Is Less About Earnings
Feb 12 2026
Transcript of Pre-February results interview by Livewire Markets
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
Analyse The Market From A Different Angle
Latest News
| 1 | The Market In Numbers – 10 Oct 2026Oct 10 2026 - Australia |
| 2 | ASX Winners And Losers Of Today – 09-10-26Oct 09 2026 - Daily Market Reports |
| 3 | Next Week At A Glance – 12-16 Oct 2026Oct 09 2026 - Weekly Reports |
| 4 | In Case You Missed It – BC Extra Upgrades & Downgrades – 09-10-26Oct 09 2026 - Weekly Reports |
| 5 | Weekly Top Ten News Stories – 9 October 2026Oct 09 2026 - Weekly Reports |