FNArena Weekly
Rudi’s Weekly Insights Monday, 30 March 2026 (This email was sent to paying subscribers on Monday, 30 March 2026) By Rudi Filapek-Vandyck, Editor Dont Mistake Orderly for Safety Share markets are down a lot in March, but not as much as they could have been …
Rudi’s View: A Season Of Large Cap Winners
By Rudi Filapek-Vandyck, Editor Prior to war breaking out in the Middle East, corporate results in February delivered plenty of positive news. A Season Of Large Cap Winners By Rudi Filapek-Vandyck, Editor February 2026 was hands down the best corporate results season in Australia since …
Middle East flashpoint
David Bassanese – Betashares Each week we highlight commentary we think is useful for investors. Summary (from Betashares): Escalating tensions in the Middle East pushed oil and gold prices higher and weighed on equities as markets reacted to a fresh round of geopolitical risk. While …
Revenue leak
David Bassanese – Betashares | 23 February 2026 Each week we highlight commentary we think is useful for investors. Summary (from Betashares): Markets steadied last week with no fresh “AI disruption” shock to the broader tech complex, but the bigger development landed over the weekend: …
Rolling disruption
Summary (from Betashares): Global markets were mixed last week, with US equities slipping while Australian shares managed to rebound. Beneath the surface, however, the bigger story was the spread of artificial intelligence disruption beyond the technology sector and into more traditional industries. AI disruption spreading …
FNArena’s Special News Alert – Wednesday, 24 December 2025
In today's Weekly Insights: -A warning from Longview Economics -Some sage advice from Franklin Equity Group -Taking Stock Ahead Of August By Rudi Filapek-Vandyck, Editor A warning from Chris Watling, Global Economist & Chief Market Strategist, Longview Economics: "Signs of froth continue to build in global financial markets (especially in the US). "As …
FNArena’s Weekly Insights – Saturday, 20 December 2025
In today's Weekly Insights: -A warning from Longview Economics -Some sage advice from Franklin Equity Group -Taking Stock Ahead Of August By Rudi Filapek-Vandyck, Editor A warning from Chris Watling, Global Economist & Chief Market Strategist, Longview Economics: "Signs of froth continue to build in global financial markets (especially in the US). "As …
FNArena’s Weekly Insights – Saturday, 13 December 2025
In today's Weekly Insights: -A warning from Longview Economics -Some sage advice from Franklin Equity Group -Taking Stock Ahead Of August By Rudi Filapek-Vandyck, Editor A warning from Chris Watling, Global Economist & Chief Market Strategist, Longview Economics: "Signs of froth continue to build in global financial markets (especially in the US). "As …
Bassanese Bites: – 8 December 2025
Global week in review Global equities pushed higher last week, helped by solid US earnings reports and the completion of more major US trade deals. Trump causes Japan and Europe to blink Say what you like about US President Donald Trump but he does appear to have secured …
Rudi’s Weekly Insights
FNArena Weekly Rudi’s Weekly Insights By Rudi Filapek-Vandyck, Editor Oil, Inflation, Growth & Stagflation Whether we like it or otherwise, but financial markets are being held hostage by the Strait of Hormuz and the related spike in prices for oil and gas. The uncertainty about …