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: In Santa We Trust (?)

Dec 05 2024

Updates on stock picker’s favourites and Model Portfolio adjustments


Rudi’s View: A Cautious Preview Into 2025

Dec 04 2024

By Rudi Filapek-Vandyck, Editor Traditionally, the final weeks of each calendar year trigger educated predictions about what the year ahead…


Rudi’s View: Trump Beneficiaries & TechOne

Nov 28 2024

Updates on stock picker’s favourites and Model Portfolio adjustments


Rudi’s View: Confidence In Quality Rewarded

Nov 27 2024

By Rudi Filapek-Vandyck, Editor Many years ago, I read a story by Marcus Padley praising the virtues of a one-stock…


Rudi’s View: The Importance Of ‘Quality’ Growth

Nov 21 2024

Updates on stock picker’s favourites and Model Portfolio adjustments


Rudi’s View: Knock. Knock. Volatility Is Back!

Nov 20 2024

By Rudi Filapek-Vandyck, Editor Ed Yardeni believes the S&P500 will reach 10,000 by 2030. It seems like a bold prediction…


Rudi’s View: A Rally With No Earnings Support

Nov 14 2024

Updates on stock picker’s favourites and Model Portfolio adjustments


Rudi’s View: Preparing For The Trump Years

Nov 13 2024

In this week’s Weekly Insights: -Preparing For The Trump Years-All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor Preparing For The Trump…


Rudi’s View: Trump Returns, What Now?

Nov 07 2024

Updates on stock picker’s favourites and Model Portfolio adjustments


Rudi’s View: Mate, Where Have The Profits Gone?

Nov 06 2024

In this week’s Weekly Insights: -Mate, Where Have The Profits Gone?-All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor Mate, Where Have The…


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.