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: Corporate Profits Will Show The Way

Oct 13 2022

In this week's Weekly Insights: -Corporate Profits Will Show The Way-Conviction Calls-FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Corporate Profits…


Rudi’s View: Hope Beyond The Macro-Burden

Oct 06 2022

In this week's Weekly Insights: -Hope Beyond The Macro-Burden-Conviction Calls-Research To Download By Rudi Filapek-Vandyck, Editor Hope Beyond The Macro-Burden…


Rudi’s View: Good News, How To Use PE Ratios & Conviction Calls

Sep 29 2022

In this week's Weekly Insights: -Good News-PEs – The Tool That Both Enlightens And Confuses-Conviction Calls-Research To Download-FNArena Talks (3x)…


Rudi’s View: Are We There Yet? (Fat Chance!)

Sep 21 2022

In this week's Weekly Insights: -Are We There Yet? (Fat Chance!)-Conviction Calls-Research To Download By Rudi Filapek-Vandyck, Editor Are We…


Rudi’s View: Bega Cheese, Computershare, NextDC, Playside Studios, Treasury Wine And Qantas

Sep 15 2022

In this week's Weekly Insights: -Inflation & House Prices-Conviction Calls-Research To Download By Rudi Filapek-Vandyck, Editor Inflation & House Prices…


Rudi’s View: Woodside, REA, QBE, Appen & Megaport

Sep 08 2022

In this week's Weekly Insights: -August Reports: Closing Remarks-Conviction Calls-Research To Download By Rudi Filapek-Vandyck, Editor August Reports: Closing Remarks…


Rudi’s View: What Happened To That Recession?

Sep 01 2022

In this week's Weekly Insights: -Don't Fight The Fed, Part Deux-What Happened To That Recession? By Rudi Filapek-Vandyck, Editor Don't…


Rudi’s View: August Delivering More Downgrades And Misses

Aug 25 2022

In this week's Weekly Insights: -August Delivering More Downgrades And Misses-The Real McCoy Rally? August Delivering More Downgrades And Misses…


Rudi’s View: When Forecasts Are Too High

Aug 18 2022

In this week's Weekly Insights: -When Forecasts Are Too High-How Long This Rally?-Quote Of The Week By Rudi Filapek-Vandyck, Editor…


Rudi’s View: August Results – First Blood

Aug 11 2022

In this week's Weekly Insights: -August Results: First Blood-September Index Rebalancing (Updated)-Conviction Calls-FNArena Talks-Australian Banks Worried (Behind The Curtains) By…


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.