In this week's Weekly Insights: By Rudi Filapek-Vandyck, Editor Awaiting The Real World Ramifications At face value, investors are treating this year's 'Trump Slump' as your garden variety annual retreat post exuberance-driven all-time highs reached in early 2025. The numbers speak for themselves. When measured from January 1st, the …

In this week's Weekly Insights: By Rudi Filapek-Vandyck, Editor Share Market Scenarios & Dilemmas Monday's session on the ASX was expected to be brutal as the US administration shows no signs of backing down from its "reciprocal" import tariffs (note the " "). China's response has been equally forceful, …

In this week's Weekly Insights: By Rudi Filapek-Vandyck, Editor Time For Appreciating Quality My biggest surprise, when overlooking the local share market this week, is undoubtedly the fact that, on most measurements, the damage done thus far to investment portfolios in Australia remains relatively limited. It can easily be …

In this week's Weekly Insights: Captive & Uncomfortable By Rudi Filapek-Vandyck, Editor Between now and April 2, financial markets are likely to remain captive to whatever comes out of the Trump White House. Reciprocal tariffs? Universal, but with flexibility? No exceptions, except for some? There are still many variations possible …

In this week's Weekly Insights: By Rudi Filapek-Vandyck, Editor Financial markets are now, broadly measured, divided into two categories of people, as is in fact the global population, including those who do not actively invest: -those who look at events unfolding from the perspective that nothing fundamentally has …

In this week's Weekly Insights: -Preparing For Tougher Times Ahead -Invitation To FNArena Subscribers & Readers -On The Money Puzzle Podcast By Rudi Filapek-Vandyck, Editor Preparing For Tougher Times Ahead A little over four months since the 2024 presidential election and circa seven weeks after Donald J Trump was sworn in …

February's Reality Check By Rudi Filapek-Vandyck, Editor No matter how one tries to cut and slice the facts, February has been a sore disappointment for Australian investors, starting with price action as the ASX200 retreated by -4.22% over the month but kept losses limited to -3.79% through …

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. …