In this week's Weekly Insights: -We Are All Worried -Australia's Share Market Sweet Spot -Conviction Calls -What Works In Australia? By Rudi Filapek-Vandyck, Editor FNArena We Are All Worried Confused? Well, you should be. Investors, central bankers, business leaders, economists, politicians, and consumers, not to forget the many experts and market commentators on …

In this week's Weekly Insights: -The Basics Of Portfolio Construction -Jumpin' Jack Flash Lives In The Seventies -Conviction Calls -All-Weather Model Portfolio September Review -Research To Download By Rudi Filapek-Vandyck, Editor FNArena The Basics Of Portfolio Construction On my observation, the investment services industry is too much focused on providing the next hot …

In this week's Weekly Insights: -Forecasts Are Falling -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor FNArena Forecasts Are Falling As if investors didn't already have enough to worry about, earnings forecasts around the globe are now in a negative trend, as in: forecasts for corporate profits are falling, but …

In this week's Weekly Insights: -The Market Has A Carrot -No Weekly Insights Next Week -Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena The Market Has A Carrot If the year past has shown investors one thing, it is that taking too bearish a view on the outlook for equities and bonds …

In this week's Weekly Insights: -Data, Statistics, Indices And... Lies? -The Telstra Turn-Around -Iress Rejected -Share Buybacks And Franking Benefits -NextDC And The Relative Proposition -Conviction Calls -All-Weather Model Portfolio -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Data, Statistics, Indices And... Lies? We are all familiar with the Vanguard chart of indices suggesting equities are but …

In this week's Weekly Insights: -Appreciating The Mighty All-Weathers -Conviction Calls -Research To Download -FNArena Talks Appreciating The Mighty All-Weathers By Rudi Filapek-Vandyck, Editor FNArena One of the most persistent errors made by investors, on my observation, is a too stringent application of the 'Buy Low, Sell High' principle, usually translated as: …

In this week's Weekly Insights: -September Blues -Post-August: Five Themes For The Year Ahead -August: The Final Numbers -All-Weathers In August -Conviction Calls -Research To Download -More on the August results season By Rudi Filapek-Vandyck, Editor FNArena September Blues Last year, September was simply a pause in between the recovery from the pandemic sell-off and …

In this week's Weekly Insights It's The End Of The Trend By Rudi Filapek-Vandyck, Editor FNArena Investing revolves around numbers. Investors like to focus on numbers, though sometimes, dare I say it, with too much emphasis. Successful investing goes beyond the temporary, static analysis of data, but we'll …

In this week's Weekly Insights BHP, Dividends, And Breville Group By Rudi Filapek-Vandyck, Editor FNArena So far, so good. Eight days from the end of the domestic corporate results season (six trading sessions plus one weekend) and genuine 'beats' are outnumbering disappointing 'misses' by almost a factor of …

In this week's Weekly Insights -August: It's A Joke -September Index Reviews -Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena August: It's A Joke Corporate reporting season in Australia; in most investors' mind that is February and August, every year. In practice, however, the bulk of companies tends to release its market update …