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 Interviewed: Four Baskets For Equities Portfolio

Nov 06 2020

Transcript of interview from early August, in which the FNArena Editor shares his insights about buying quality stocks, his four baskets for portfolio construction, and what to look for in reporting season.


Rudi’s View: A New Era For FNArena

Nov 05 2020

In this week’s Weekly Insights: -A New Era For FNArena-Snippet 1: It’s A Pause, Not A Break-Snippet 2: Contain Your…


Rudi’s View: Equities Portfolio For 2021

Oct 29 2020

In this week’s Weekly Insights: -Equities Portfolio For 2021-World’s Worst Salesman?-Rudi Talks-Research Reports To Download Equities Portfolio For 2021 By…


Rudi Interviews Harry Dent

Oct 23 2020

A whirlwind interview with Harry Dent, former uber-bull on Wall Street who nowadays predicts the crash of all crashes, while at the same time offering investors post-crash optimism


Rudi’s View: Quality & Growth, Confidence & Execution

Oct 22 2020

In this week’s Weekly Analysis: -Quality & Growth: Confidence & Execution-Value Versus Growth The Chart That Confirms-That Dreadful ASX Website…


Rudi’s View: Investment Themes In Australia

Oct 15 2020

In this week’s Weekly Insights: -Investment Themes In Australia-Conviction Calls-That Dreadful ASX Website (But Exciting News Ahead for FNArena)-Rudi Talks…


Rudi’s View: Market Momentum Switch, A Messy Affair

Oct 08 2020

In this week’s Weekly Insights: -Market Momentum Switch: A Messy Affair-Conviction Calls-Dividend Traps & Opportunities The Economic Recovery, A Messy…


Rudi’s View: Identifying Greatness

Oct 01 2020

Identifying Greatness By Rudi Filapek-Vandyck, Editor FNArena I recently finished reading Good To Great. Why some companies make the leap…


Rudi’s View: All Eyes On November 3

Sep 24 2020

Dear time-conscious investor: US election remains too uncertain to call; a new strategy for dividend-seekers; plus one under-reported record from…


Rudi’s View: Plenty Of Clouds, Diverging Scenarios

Sep 17 2020

In this week’s Weekly Insights: -Plenty Of Clouds, Diverging Scenarios-Conviction Calls Plenty Of Clouds, Diverging Scenarios 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.