Rudi's Views

rudi-views
Always an independent thinker, Rudi has not shied away from making big out-of-consensus predictions that proved accurate later on. When Rio Tinto shares surged above $120 he wrote investors should sell. In mid-2008 he warned investors not to hold on to equities in oil producers. In August 2008 he predicted the largest sell-off in commodities stocks was about to follow. In 2009 he suggested Australian banks were an excellent buy. Between 2011 and 2015 Rudi consistently maintained investors were better off avoiding exposure to commodities and to commodities stocks. Post GFC, he dedicated his research to finding All-Weather Performers. See also "All-Weather Performers" on this website, as well as the Special Reports section.

Rudi's Latest Views

Rudi’s View: How To Invest Allan’s $300k, Part 2

Part Two of this week’s Weekly Insights on how to invest $300k

Jul 25 2024

Rudi’s View: How To Invest Allan’s $300k

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…

Jul 24 2024

Rudi’s View: Rate Cuts, Growth & Small Caps

Updates on strategies, model portfolios, key picks, best buys and conviction calls

Jul 18 2024

Rudi’s View: 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…

Jul 17 2024

Rudi's Previous Views

Rudi’s View: Gold, Healthcare, Staples & Copper

Jul 11 2024

Updates on strategies, model portfolios, key picks, best buys and conviction calls

Rudi’s View: All-Weather Portfolio in FY24; Growth Not Value

Jul 10 2024

A review of the All-Weather Portfolio over the past three years, including the misses, bloopers, regrets… and valuable lessons

Rudi’s View: Met Coal, Banks, GenAi & Buying-The-Dip

Jul 04 2024

Updates on strategies, model portfolios, key picks, best buys and conviction calls

Rudi’s View: Diverging Risks In A Polarised Market

Jul 03 2024

In this week’s Weekly Insights: -Diverging Risks In A Polarised Market-Special Report on GenAi, investing in the fourth industrial revolution…

Rudi’s View: Copper, Lithium, Retailers & TechnologyOne

Jun 27 2024

Updates on strategies, model portfolios, key picks, best buys and conviction calls

Rudi’s View: Traditional Value Is A Flawed Narrative

Jun 26 2024

The decade past has challenged the narrative that buying ‘cheaply’ priced equities are a starting point for guaranteed success. Why would the decade ahead be any different?

Rudi’s View: GenAi, The Super-Megatrend, Part 2

Jun 20 2024

Part Two of this week’s deep dive into GenAi for Australian investors

Rudi’s View: GenAi, The Super-Megatrend, Part 1

Jun 19 2024

Part One of a deep dive into GenAi, the modern day industrial revolution

Rudi’s View: Healthcare, Megatrends & FoMo

Jun 06 2024

A general round robin for equity strategy updates shows FoMo concerns are back, while healthcare remains in focus, as are Ai, gold, Quality & Defensives, and structural growth

Rudi’s View: Winners Are Winning For Longer

Jun 05 2024

In this week's Weekly Insights: -Winners Are Winning For Longer-Rudi Interviewed By Rudi Filapek-Vandyck, Editor Winners Are Winning For Longer…

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Rudi On TV

-Regular appearances on AusbizTV:

-Twice each month on The Call, noon-1pm

-Thursday, around 11am, talking Brokers Call (bi-weekly)

-Less regular appearances on SwitzerTV

Rudi On Tour In 2024

Online seems the way to go, for the time being.

Latest News

1
The Market In Numbers – 27 Jul 2024

9:09 AM - Australia
2
ASX Winners And Losers Of Today – 26-07-24

Jul 26 2024 - Daily Market Reports
3
Next Week At A Glance – 29 Jul-2 Aug 2024

Jul 26 2024 - Weekly Reports
4
Investors Are Seeking The Right Answers To The Wrong Questions

Jul 26 2024 - International
5
Weekly Top Ten News Stories – 26 July 2024

Jul 26 2024 - Weekly Reports

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1
Steadfast’s Long March

Jul 02 2024 - Australia
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Rudi’s View: All-Weather Portfolio in FY24; Growth Not Value

Jul 10 2024 - Rudi's View
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Patriot Battery Minerals: The Long Game

Jul 22 2024 - Commodities
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Ventia Services: Unique Mix Of Growth & Defence

Jul 09 2024 - Small Caps
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ESG Focus: Mine Safety, Water & Diversity

Jul 08 2024 - ESG Focus
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Rudi’s View: Met Coal, Banks, GenAi & Buying-The-Dip

Jul 04 2024 - Rudi's View