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: Diverging Risks In A Polarised Market

Jul 03 2024

In this week’s Weekly Insights: -Diverging Risks In A Polarised Market-Special Report on GenAi, investing in the fourth industrial revolution…


Rudi’s View: Copper, Lithium, Retailers & TechnologyOne

Jun 27 2024

Updates on strategies, model portfolios, key picks, best buys and conviction calls


Rudi’s View: Traditional Value Is A Flawed Narrative

Jun 26 2024

The decade past has challenged the narrative that buying ‘cheaply’ priced equities are a starting point for guaranteed success. Why would the decade ahead be any different?


Rudi’s View: GenAi, The Super-Megatrend, Part 2

Jun 20 2024

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


Rudi’s View: GenAi, The Super-Megatrend, Part 1

Jun 19 2024

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


Rudi’s View: Healthcare, Megatrends & FoMo

Jun 06 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


Rudi’s View: Winners Are Winning For Longer

Jun 05 2024

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


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 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.