More Beats In Early Feb Results By Rudi Filapek-Vandyck, Editor If everything goes to plan, the RBA will deliver its first rate cut since 2020 at Tuesday's board meeting. Whether this will be supportive of further share market gains remains to be seen as forward-looking equities have, of …

Hope Trumps Uncertainties By Rudi Filapek-Vandyck, Editor Pay attention to short positions. The February result season for corporate Australia has hardly gained any traction thus far, as the bulk of releases occurs in the second half of the month, but already some market watchers have noted the outsized …

Earnings Optimism On The Rise By Rudi Filapek-Vandyck, Editor The February results season will soon be in full swing. As I traditionally like to point out: every season has its specific character. This time will be no different. But results seasons are rarely guided by earnings reports only. …

A Cautious Preview Into 2025 By Rudi Filapek-Vandyck, Editor Traditionally, the final weeks of each calendar year trigger educated predictions about what the year ahead might have in store for investors and financial assets, and this year is no exception. What is different, however, is most predictions this …

By Rudi Filapek-Vandyck, Editor Many years ago, I read a story by Marcus Padley praising the virtues of a one-stock investment portfolio. The philosophy behind the idea is that when all your money sits in one stock, you will make sure you know every in and out …

By Rudi Filapek-Vandyck, Editor Ed Yardeni believes the S&P500 will reach 10,000 by 2030. It seems like a bold prediction to make, typical, maybe, of the euphoric sentiment that surrounds share markets when indices are trading near all-time record highs. More value-conscious investors have kept their eyes firmly …

In this week's Weekly Insights: -Preparing For The Trump Years -All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor Preparing For The Trump Years Whether we love or loathe him, the return of Donald Trump to the White house on January 20th next year will mark one pivotal moment in modern day …

In this week's Weekly Insights: -Mate, Where Have The Profits Gone? -All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor Mate, Where Have The Profits Gone? It's not something that becomes obvious from watching the local share market retreat after climbing to a new all-time record high in September, but profits for corporate …

In Weekly Insights this week: Dealing With Risk By Rudi Filapek-Vandyck, Editor It's roughly one more week before Americans vote in person on who will be their next President, but don't hold your breath, it's more than just likely the world won't know the definitive outcome until days …

In Weekly Insights this week: -Australia's Most Highly Recommended Stocks -FNArena Talks By Rudi Filapek-Vandyck, Editor Australia's Most Highly Recommended Stocks Risk comes in multiple shapes and forms. A lot is being written about top notch valuations for global share markets, but the risk that is showing itself yet again this …