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: 29Metals, Calix, Chalice Mining, Incitec Pivot, Telstra & Qantas

Jan 13 2022

In today's update: -Conviction Calls-All-Weather Performers-All-Weather Model Portfolio-AIA Conference In March By Rudi Filapek-Vandyck, Editor FNArena Happy New Year, and…


Rudi’s View: FNArena Subscribers’ Feedback

Dec 07 2021

Feedback received from FNArena subscribers throughout 2021


Rudi’s View: 2022 Looks Familiar, Though Not Quite The Same

Dec 02 2021

In this week's Weekly Insights -2022 Looks Familiar, Though Not Quite The Same-December Index Watch-Conviction Calls-Research To Download-FNArena Talks: All-Weathers-Hendrik…


Rudi’s View: The Secret Ingredient

Nov 25 2021

In this week's Weekly Insights: -The Secret Ingredient-Conviction Calls-Research To Download-All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor FNArena The Secret…


Rudi’s View: Ansell, Mach7, Nitro Software, ResMed And Santos

Nov 18 2021

In this week's Weekly Insights: -Managing Risk In Earnings-All-Weather Model Portfolio-Conviction Calls-Research To Download By Rudi Filapek-Vandyck, Editor FNArena Managing…


Rudi’s View: Three Risks Into Year-End

Nov 11 2021

In this week's Weekly Insights: -Three Risks Into Year-End-Confusing November-Conviction Calls-FNArena Talks-Research To Download By Rudi Filapek-Vandyck, Editor FNArena Three…


Rudi’s View: Bonds Versus Earnings

Nov 04 2021

This week's edition was written prior to highly anticipated meetings by the RBA locally and the FOMC in the US…


Rudi’s View: Australia’s Share Market Sweet Spot

Oct 28 2021

In this week's Weekly Insights: -We Are All Worried-Australia's Share Market Sweet Spot-Conviction Calls-What Works In Australia? By Rudi Filapek-Vandyck,…


Rudi’s View: Adairs, Gentrack, ReadyTech, Macquarie, Qantas And Nufarm

Oct 21 2021

In this week's Weekly Insights: -The Basics Of Portfolio Construction-Jumpin' Jack Flash Lives In The Seventies-Conviction Calls-All-Weather Model Portfolio September…


Rudi’s View: BHP, Codan, Macquarie, Santos And QBE

Oct 14 2021

In this week's Weekly Insights: -Forecasts Are Falling-Conviction Calls-Research To Download By Rudi Filapek-Vandyck, Editor FNArena Forecasts Are Falling As…


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.