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: Early Days, But Plenty Of Signs

Aug 12 2021

In this week's Weekly Insights: -Early Days, But Plenty Of Signs-Not To Be Forgotten: The Bond Market-Conviction Calls-FNArena Talks-All-Weather Model…


Rudi’s View: August Bonanza, But What’s Next?

Aug 05 2021

In this week's Weekly Insights: -August Bonanza, But What's Next?-Conviction Calls-Research To Download By Rudi Filapek-Vandyck, Editor FNArena August Bonanza,…


Rudi’s View: August Results; Anticipation & Trepidation

Jul 29 2021

In this week's Weekly Insights: -August Results: Anticipation & Trepidation-Predicting The Next Index Changes-Conviction Calls-Research To Download-FNArena Talks By Rudi…


Rudi’s View: Covid, Climate Change…Correction?

Jul 22 2021

In this week's Weekly Insights: -Covid, Climate Change… Correction?-Conviction Calls-Win A Book-Research To Download By Rudi Filapek-Vandyck, Editor FNArena Covid,…


Rudi’s View: Is Risk-Off The Message?

Jul 15 2021

In this week's Weekly Insights: -Is Risk-Off The Message?-Conviction Calls-Research To Download By Rudi Filapek-Vandyck, Editor FNArena Is Risk-Off The…


Rudi’s View: The Trend Is Still Our Friend

Jul 08 2021

In this week's Weekly Insights: -The Trend Is Still Our Friend-Conviction Calls-Research To Download The Trend Is Still Our Friend…


Rudi’s View: Time For Quality To Shine

Jul 01 2021

In this week's Weekly Insights: -And Australia's Favourite Sector Is..?-Rising Equities Are Getting Cheaper-Time For Quality To Shine-Gold's Dubious Inflation…


Rudi’s View: 2021, The Year Of Doubt

Jun 24 2021

In this week's Weekly Insights: -2021, The Year Of Doubt-Conviction Calls-Research To Download 2021, The Year Of Doubt By Rudi…


Rudi’s View: Goodman Group, CBA And Tyro Payments

Jun 10 2021

In this week's  Weekly Insights: -A Seismic Shift-Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena  A Seismic Shift If you are…


Rudi’s View: How To Protect Against Inflation

Jun 03 2021

In this week's Weekly Insights: -How To Protect Against Inflation-Tech Might Require More Patience-S&P June Index Rebalancing-Conviction Calls-Research To Download-Morgans…


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.