GenAi, The Super-Megatrend, Part One "In times of change, learners inherit the earth, while the learned find themselves beautifully equipped to deal with a world that no longer exists." [Reid Hoffman, co-founder of LinkedIn] By Rudi Filapek-Vandyck, Editor Every experienced investor knows it pays dividends to be sceptical when …

GenAi, The Super-Megatrend, Part One "In times of change, learners inherit the earth, while the learned find themselves beautifully equipped to deal with a world that no longer exists." [Reid Hoffman, co-founder of LinkedIn] By Rudi Filapek-Vandyck, Editor Every experienced investor knows it pays dividends to be sceptical when …

In this week's Weekly Insights: -Winners Are Winning For Longer -Rudi Interviewed By Rudi Filapek-Vandyck, Editor Winners Are Winning For Longer The share market being an open forum where humans combine and clash with robots and other humans, it should be no surprise Monday's announcement by the Fair Work Commision …

It's Special vs Cheap, But Who's Most At Risk? By Rudi Filapek-Vandyck, Editor From the moment one starts looking for that 'special' corporate quality on the ASX, it is but a matter of time before the focus zooms in on IT services provider TechnologyOne ((TNE)). Last week's interim …

In this week's Weekly Insights: -Rate Cuts Equal Optimism -All-Weather Model Portfolio -Model Portfolios, Best Buys & Conviction Calls By Rudi Filapek-Vandyck, Editor Rate Cuts Equal Optimism This might surprise a few readers, but the Australian share market is up more than 3% ex-dividends since the start of the calendar year. Assuming …

In this week's Weekly Insights: -More Positives Than Negatives -New Market Leadership? -2024 The Year Of Gold Miners? -All-Weathers Welcome Soul Pattinson -Model Portfolios, Best Buys & Conviction Calls By Rudi Filapek-Vandyck, Editor More Positives Than Negatives Judging from corporate updates, both internationally and locally, the general context has created a tricky framework …

In this week's Weekly Insights: Opportunity In Data Centres By Rudi Filapek-Vandyck The concept confounds many an investor, and market commentators too; from the moment the market understands there's a whole lotta growth up for grabs on the horizon, share prices move onto above market-average multiples which, at …

In this week's Weekly Insights: -Quality Reigns, And How To Identify It -Macquarie's ASX Quality Compounders By Rudi Filapek-Vandyck, Editor Quality Reigns, And How To Identify It I used to think investors' biggest challenge was related to a cheaper share price not always presenting a better opportunity, or that built-in …

In this week's Weekly Insights: -A Market Narrative Delayed -Conviction Calls & Best Buys -Rudi Unplugged - The Video By Rudi Filapek-Vandyck, Editor A Market Narrative Delayed Four months ago, the outlook for equities and bond markets looked as straight as an arrow: inflation was decelerating and the Federal Reserve and …

In this week's Weekly Insights: -Shaky Sentiment Ahead Of Corporate Updates -Everybody's A Gold Bull -Best Buys & Conviction Calls By Rudi Filapek-Vandyck, Editor Shaky Sentiment Ahead Of Corporate Updates Analysts at Morgan Stanley made a big hullabaloo about it, as would I if ever I came to walk into their …