BHP Billiton ((BHP)) lifted its profits for shareholders by no less than 75% in the year to June and Rio Tinto ((RIO)) is expected to have achieved near 100% growth for the year to December when the company reports its full year numbers in February. Yet, both have significantly underperformed the broader share market this year and are down in double digits. What's happened to the implied rule that share prices follow earnings growth?

These and many more matters will be discussed by FNArena's Rudi and Greg in today's Market Insight.

The broadcast will be live from 4.30pm onwards (click on the picture of "FNArena Talks" on the website) and available in replay from Friday noon (available in both AV and audio only including Power Point slides) .

Today's broadcast is sponsored by www.vectorvest.com