Rudi's 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

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

Jun 20 2024

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

Jun 19 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

Jun 06 2024

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

Jun 05 2024

Rudi's Previous Views

Rudi’s View: How To Benefit From EOFY Selling

May 30 2024

By Rudi Filapek-Vandyck, Editor News flash: the end of financial year is approaching. Only four more weeks (approx) and FY24 tax…

Rudi’s View: It’s Special vs Cheap, But Who’s Most At Risk?

May 29 2024

By Rudi Filapek-Vandyck, Editor From the moment one starts looking for that 'special' corporate quality on the ASX, it is…

Rudi’s View: Strategy Updates & Model Portfolios

May 23 2024

By Rudi Filapek-Vandyck, Editor The global teams of market analysts at Morgan Stanley have updated their modeling for all major…

Rudi’s View: Rate Cuts Equal Optimism

May 22 2024

In this week's Weekly Insights: -Rate Cuts Equal Optimism-All-Weather Model Portfolio-Model Portfolios, Best Buys & Conviction Calls By Rudi Filapek-Vandyck,…

Rudi’s View: ANZ, AUB, Beach Energy, CSL, Flight Centre & Newmont

May 16 2024

By Rudi Filapek-Vandyck, Editor It is the eye-catching recurring theme in investment strategy reports and investor surveys this month: investors…

Rudi’s View: More Positives Than Negatives

May 15 2024

In this week's Weekly Insights: -More Positives Than Negatives-New Market Leadership?-2024 The Year Of Gold Miners?-All-Weathers Welcome Soul Pattinson-Model Portfolios,…

Rudi’s View: Arcadium Lithium, Goodman Group, Paladin, Pexa & Treasury Wine

May 09 2024

By Rudi Filapek-Vandyck, Editor Best Buys & Conviction Calls As promised in Monday's Weekly Insights, below are the latest Model…

Rudi’s View: Opportunity In Data Centres

May 08 2024

Opportunity In Data Centres By Rudi Filapek-Vandyck The concept confounds many an investor, and market commentators too; from the moment…

Rudi’s View: Quality Reigns, And How To Identify It

May 01 2024

In this week's Weekly Insights: -Quality Reigns, And How To Identify It-Macquarie's ASX Quality Compounders By Rudi Filapek-Vandyck, Editor Quality…

Rudi’s View: A Market Narrative Delayed

Apr 24 2024

In this week's Weekly Insights: -A Market Narrative Delayed-Conviction Calls & Best Buys-Rudi Unplugged – The Video By Rudi Filapek-Vandyck,…

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.