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

Rudi’s View: The Weatherman Did It!

Jan 24 2012

Is it possible that current market optimism is built on unusually mild weather in the Northern Hemisphere?


Back To Deja Vu Again

Dec 22 2011

By Rudi Filapek-Vandyck, Editor FNArena There is an obvious analogy between what is happening in equities markets this month and…


Where Has All The Growth Gone?

Dec 08 2011

By Rudi Filapek-Vandyck, Editor FNArena Is there climate change? I think the answer is affirmative; the investment climate has changed…


Sports Cars And Trucks

Nov 24 2011

By Rudi Filapek-Vandyck, Editor FNArena The most important events last week, in my opinion, happened outside the scope of most…


Rudi’s View: The Big De-Rating – A Guide Through The Minefields (5)

Nov 23 2011

The closing chapter in a series of five.


Europe (Not Italy) Holds The Key

Nov 17 2011

By Rudi Filapek-Vandyck, Editor FNArena It is easy to think the October-November rally for global equities is nothing but a…


Rudi’s View: The Big De-Rating – A Guide Through The Minefields (4)

Nov 16 2011

Chapter number four in the series on what is happening in today’s share market.


In Further Stimulus We Trust

Nov 10 2011

By Rudi Filapek-Vandyck, Editor FNArena This won't come as a surprise to anyone, but Europe is increasingly causing headaches and…


Rudi’s View: The Big De-Rating – A Guide Through The Minefields (3)

Nov 09 2011

Chapter number three in The Big De-Rating series.


The Importance Of Earnings Certainty

Nov 03 2011

(This story was sent to paying subscribers in the form of an email on Monday). By Rudi Filapek-Vandyck, Editor FNArena…


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.