August Results: Polarisation & Divergence By Rudi Filapek-Vandyck, Editor It's difficult to keep the focus on corporate market updates when panic selling is causing risk assets to suffer heavy retreats in August. This is not about investor exuberance, concentrated market positions or inflated valuations, even though these …

In this week's Weekly Insights: -What Can August Deliver? -Morgan Stanley's August Season Hot Picks -FNArena's Corporate Results Monitor -All-Weather Portfolio FY24 Review -Video: Why FNArena & All-Weather Stocks By Rudi Filapek-Vandyck, Editor What Can August Deliver? As August beckons, and analysts and investors are preparing for what promises to be a 'lively' …

In this week's Weekly Insights: -More Coverage In Stock Analysis -How To Invest Allan's $300k -FNArena Video -Special Report on Ai By Rudi Filapek-Vandyck, Editor More Coverage In Stock Analysis Some among you may have already discovered this, but FNArena's Stock Analysis has an additional tab EXTRA COVERAGE. Click on it and you'll …

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 …