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: 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’s View: US Earnings & The Election

Oct 31 2024

Updates on stock picker’s favourites and Model Portfolio adjustments


Rudi’s View: Dealing With Risk

Oct 30 2024

Dealing With Risk By Rudi Filapek-Vandyck, Editor It’s roughly one more week before Americans vote in person on who will…


Rudi’s View: Earnings, Best Ideas & Favourite Stock Picks

Oct 24 2024

Updates on stock picker’s favourites and Model Portfolio adjustments


Rudi’s View: Australia’s Most Highly Recommended Stocks

Oct 23 2024

In Weekly Insights this week: -Australia’s Most Highly Recommended Stocks-FNArena Talks By Rudi Filapek-Vandyck, Editor Australia’s Most Highly Recommended Stocks…


Rudi’s View: AI, Lithium, Uranium & Steadfast

Oct 17 2024

Part Two of this week’s Weekly Insights contains: -Profit forecasts in Australia and the USA-Uranium stocks on the move-Lithium spurred…


Rudi’s View: Five Key Risks To Consider

Oct 16 2024

By Rudi Filapek-Vandyck, Editor Can we trust our fellow-investors? Many years ago, a local strategy update by UBS made that…


Rudi’s View: China Scepsis, Energy Preferences & The US Election

Oct 10 2024

Updates on stock picker’s favourites and Model Portfolio adjustments


Rudi’s View: Market Reflects Risk & Opportunities

Oct 09 2024

In this week’s Weekly Insights: -Market Reflects Risk & Opportunities-All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor Market Reflects Risk &…


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.