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

Week 3: Not As Good, But Not Bad By Rudi Filapek-Vandyck, Editor As the local corporate results season went through…

Feb 28 2024

More Winners Than Losers In Mid-February  By Rudi Filapek-Vandyck, Editor Reporting seasons in Australia have become a second half (of…

Feb 21 2024

It has become the 'unofficial' tradition in recent years: an interview with Livewire Markets ahead of yet another corporate reporting…

Feb 19 2024

In this week's Weekly Insights: -February 2024 Is A Blue Sky Affair-Conviction Calls-February Results – Stocks To Watch By Rudi…

Feb 14 2024

Rudi's Previous Views

Rudi’s View: Corporate Travel, Hansen, IPH, NextDC & Macquarie Technology

Feb 08 2024

By Rudi Filapek-Vandyck, Editor Part One of this week's two-part update was sent out in the form of an email…

Rudi’s View: February Trepidation

Feb 07 2024

In this week's Weekly Insights (the first in 2024): -All-Weather Model Portfolio-Rudi Unplugged-February Trepidation By Rudi Filapek-Vandyck, Editor Weekly Insights…

Rudi Interviewed: Megatrends A Go-Go

Feb 05 2024

In late January, I participated in Tech2024, a series of expert interviews on the outlook for technology companies in the year…

Rudi’s View: Healthcare, REITs, Uranium & Banks

Jan 24 2024

Notes from expert views and strategy updates regarding the local share market in early 2024

Rudi’s View: Boss Energy, Mineral Resources, TPG Telecom, ResMed & WiseTech Global

Jan 15 2024

An update on analysts’ sector favourites and stock picks for the year ahead

Rudi’s View: Bear&Bull Market To Continue (?) In 2024

Dec 06 2023

In this week's Weekly Insights: -All-Weather Model Portfolio-Bear&Bull Market To Continue (?) In 2024-Conviction Calls & Best Ideas-Holidays Are Beckoning…

Rudi’s View: All-Weather Portfolio In 2023

Nov 29 2023

The story below was originally published in late November 2023. Performance indicators for the All-Weather Model Portfolio were drawn from…

Rudi’s View: Quality In Stocks; What Is It Good For?

Nov 22 2023

-Quality In Stocks; What Is It Good For?-Conviction Calls & Best Ideas-FNArena Talks By Rudi Filapek-Vandyck, Editor Quality In Stocks;…

Rudi’s View: Between Perception & Reality

Nov 15 2023

In this week's Weekly Insights: -Between Perception & Reality-Conviction Calls & Best Ideas By Rudi Filapek-Vandyck, Editor Between Perception &…

Rudi’s View: Outlook 2024, Is History Our Guide?

Nov 08 2023

In this week's Weekly Insights: -Outlook 2024: Is History Our Guide?-Conviction Calls and Best Ideas-December Index Rebalancing By Rudi Filapek-Vandyck, Editor…

Rudi On TV

-Regular appearances on AusbizTV:

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

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

-Less regular appearances on SwitzerTV

Rudi On Tour In 2023

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