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: NextDC, QBE, Superloop & Woodside

Update on changes to and revisions of analysts’ Best Ideas and Conviction Calls, as well as Model Portfolio compositions

10:00 AM

Rudi’s View: How Expensive Is Expensive?

How Expensive Is Expensive? By Rudi Filapek-Vandyck, Editor Equity markets look “expensive”. There’s virtually nobody around who will fiercely dispute…

Jun 04 2025

Rudi’s View: The Contrarians’ View

By Rudi Filapek-Vandyck, Editor “We are not value investors, we are contrarians”. Funds managers Allan Gray and Orbis reeled out…

May 29 2025

Rudi’s View: How Do We Value The Future?

By Rudi Filapek-Vandyck, Editor Invest in the future is an oft provided free piece of advice to investors, including by…

May 28 2025

Rudi's Previous Views

Rudi’s View: Rate Cut Winners & AI Beneficiaries

May 22 2025

By Rudi Filapek-Vandyck, Editor The RBA did cut this week, as widely anticipated, including by the local bond market, and…

Rudi’s View: Is Buy The Dip Changing Markets?

May 21 2025

In today’s Weekly Insights: -Is Buy The Dip Changing Markets?-Compare The Pair: Expensive Versus Cheap By Rudi Filapek-Vandyck, Editor Is…

Rudi’s View: 30 For ’30 & Best Buy Convictions

May 15 2025

Update on changes to and revisions of analysts’ Best Ideas and Conviction Calls, as well as Model Portfolio compositions

Rudi’s View: Awaiting The Real World Ramifications (continued)

May 14 2025

By Rudi Filapek-Vandyck, Editor Holding out a proverbial carrot in front of global financial markets is a highly effective strategy….

Rudi’s View: CSL & NextDC

May 08 2025

Your Editor attended presentations by CSL and NextDC this week

Rudi’s View: Mag7 Dominance & Profit Warnings

May 01 2025

In today’s update: -All roads lead to the Mag7-Australia, The Global Safe Haven (?)-Preparing For Profit Warnings By Rudi Filapek-Vandyck,…

Rudi’s View: Awaiting The Real World Ramifications

Apr 30 2025

In this week’s Weekly Insights: -Awaiting The Real World Ramifications-ResMed (Quality) In Focus-Defensives Tell The Story-Technology & AI-laggards-Broader Outlook Remains…

Rudi’s View: Best Buys & Conviction Calls On ASX

Apr 10 2025

Update on changes to and revisions of analysts’ Best Ideas and Conviction Calls, as well as Model Portfolio compositions

Rudi’s View: Share Market Scenarios & Dilemmas

Apr 09 2025

By Rudi Filapek-Vandyck, Editor Monday’s session on the ASX was expected to be brutal as the US administration shows no…

Rudi’s View: You Can NOT Be Serious!

Apr 03 2025

In today’s update: -Think Like A Farmer–Share Market Optimists Are Disappointed-A Warning From Yardeni-Longview Warned First-You Can NOT Be Serious!…

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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 Short Report – 05 Jun 2025

11:30 AM - Weekly Reports
2
Crude Oil: Nothing Good Happens Below US$65

11:00 AM - International
3
The Answer Is ‘No’

10:45 AM - International
4
Rudi’s View: NextDC, QBE, Superloop & Woodside

10:00 AM - Rudi's View
5
The Overnight Report: Is Growth Stalling?

9:59 AM - Daily Market Reports

Most Popular

1
FNArena Corporate Results Monitor – 09-05-2025

May 09 2025 - Australia
2
FNArena Corporate Results Monitor – 23-05-2025

May 23 2025 - Australia
3
FNArena Corporate Results Monitor – 16-05-2025

May 16 2025 - Australia
4
FNArena Corporate Results Monitor – 14-05-2025

May 14 2025 - Australia
5
Rudi’s View: CSL & NextDC

May 08 2025 - Rudi's View
6
Treasure Chest: Challenger

May 21 2025 - Treasure Chest