Corporate Earnings, The Best Indicator? By Rudi Filapek-Vandyck, Editor Today's markets are confusing many, not in the least because many traditional indicators don't seem to apply anymore. Us, humans, we like to at least have some sense of control or predictability about things, and when that "security" drops …

In this week's Weekly Insights: All-Weather Portfolio in FY24; Growth Not Value By Rudi Filapek-Vandyck, Editor We all experience the share market through our own portfolio, which might explain why so many voices remain downbeat, if not straightforward negative about the local market and its prospects. In contrast to …

In this week's Weekly Insights: -Diverging Risks In A Polarised Market -Special Report on GenAi, investing in the fourth industrial revolution By Rudi Filapek-Vandyck, Editor Diverging Risks In A Polarised Market One of the proprietary data insights from FNArena is the balance between Buy-Hold-Sell (and equivalent) ratings for those stockbrokers …

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 …