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 Previous Views

The Year Of Growth And Reduced Liquidity

Feb 05 2014

By Rudi Filapek-Vandyck, Editor FNArena Here's my first confession for the new calendar year: I cannot help but pull a…


Fed Tapering Ahead, And Unintended Consequences

Dec 11 2013

By Rudi Filapek-Vandyck, Editor FNArena Around this time of the year, investment bankers and strategists update their calculations and assumptions…


Small Caps, Big Promises, Large Risks

Dec 04 2013

By Rudi Filapek-Vandyck, Editor FNArena I have oft used Perseus Mining ((PRU)) as one prime example in the past, but…


Supply Rules In Commodity Markets

Nov 27 2013

By Rudi Filapek-Vandyck, Editor FNArena At the start of the final week of November local stockbroker Bell Potter had some…


Identifying The Risk

Nov 20 2013

By Rudi Filapek-Vandyck, Editor FNArena The key message of the eBooklet I published in January this year (Make Risk Your…


It’s A New Phase (For Resources Companies)

Nov 13 2013

By Rudi Filapek-Vandyck, Editor FNArena This week I am applying maximum flexibility on my part by scrapping my initial idea…


Sustainable Upside: Not For Everyone

Nov 06 2013

Rudi Filapek-Vandyck, Editor FNArena At the time when my name started appearing in the business section of newspapers in Belgium…


All-Weather Stocks: An Update

Oct 30 2013

By Rudi Filapek-Vandyck, Editor FNArena The irony of the share market is that highly speculative, low quality stocks receive much…


What If The Past Is Not An Accurate Guide?

Oct 23 2013

By Rudi Filapek-Vandyck, Editor FNArena The Australian share market is posting five year highs on improving sentiment, thin volumes and…


The Inconvenient Truth About Energy Stocks

Oct 16 2013

By Rudi Filapek-Vandyck, Editor FNArena Ever since I warned investors in 2008 the temporarily loss of sanity and good judgment by…


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.