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: Balancing Between Opportunity & Risks

Jun 30 2022

In this week's Weekly Insights: -Balancing Between Opportunity & Risks-Conviction Calls-FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Balancing Between Opportunity…


Rudi’s View: Not The Bottom, Not The End

Jun 23 2022

In this week's Weekly Insights: -Not The Bottom, Not The End-Conviction Calls-Research To Download-FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena…


Rudi’s View: Centuria Industrial REIT, Dexus, OZ Minerals, Pro Medicus, ResMed & South32

Jun 16 2022

By Rudi Filapek-Vandyck, Editor FNArena This week I find myself wedged in between a public holiday and two presentations on…


Rudi’s View: Woodside, Webjet, Lendlease, Goodman Group & The Lottery Corp

Jun 09 2022

In this week's Weekly Insights: -Recession? The Other Type-Here Endeth The Housing Bull Market-Dividends For Mum?-Conviction Calls-FNArena Talks-Behind The Curve…


Rudi’s View: Quo Vadis, Corporate Profits?

Jun 02 2022

In this week's Weekly Insights: -Quo Vadis, Corporate Profits?-Conviction Calls-FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Quo Vadis, Corporate Profits?…


Rudi’s View: Don’t Fight The Fed

May 26 2022

In this week's Weekly Insights: -Don't Fight The Fed-Beware The Bear!-The Quote-Conviction Calls-Rudi Talks-Recent Weekly Insights To (Re)Read By Rudi…


Rudy’s View: Trend Is Turning For Corporate Profits

May 12 2022

In this week's Weekly Insights: -Trend Is Turning For Corporate Profits-No Weekly Insights Next Week-FNArena Talks-AusbizTV By Rudi Filapek-Vandyck, Editor FNArena…


Rudi’s View: A Bear Market Anomaly That Confuses

May 05 2022

In this week's Weekly Insights: -A Bear Market Anomaly That Confuses-Australia; The Peak Is in!-The World Is Changing-June Index Changes-Rudi…


Rudi’s View: Ampol, CSL, Temple & Webster And WiseTech Global

Apr 28 2022

In this week's Weekly Insights: -Growing Risk Is The Message-CSL: Back To $335, And Beyond-Conviction Calls By Rudi Filapek-Vandyck, Editor…


Rudi’s View: Family Zone, Healthia, Mineral Resources, ReadyTech, And Xero

Apr 21 2022

In this week's Weekly Insights: -Market Sentiment And Warning Signals-What's With Liquidity?-Conviction Calls-FNArena Talks-Rudi Presents 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.