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: How To Invest Allan’s $300k

Jul 24 2024

In this week’s Weekly Insights: -More Coverage In Stock Analysis-How To Invest Allan’s $300k-FNArena Video-Special Report on Ai By Rudi…


Rudi’s View: Rate Cuts, Growth & Small Caps

Jul 18 2024

Updates on strategies, model portfolios, key picks, best buys and conviction calls


Rudi’s View: Corporate Earnings, The Best Indicator?

Jul 17 2024

By Rudi Filapek-Vandyck, Editor Today’s markets are confusing many, not in the least because many traditional indicators don’t seem to…


Rudi’s View: Gold, Healthcare, Staples & Copper

Jul 11 2024

Updates on strategies, model portfolios, key picks, best buys and conviction calls


Rudi’s View: All-Weather Portfolio in FY24; Growth Not Value

Jul 10 2024

A review of the All-Weather Portfolio over the past three years, including the misses, bloopers, regrets… and valuable lessons


Rudi’s View: Met Coal, Banks, GenAi & Buying-The-Dip

Jul 04 2024

Updates on strategies, model portfolios, key picks, best buys and conviction calls


Rudi’s View: Diverging Risks In A Polarised Market

Jul 03 2024

In this week’s Weekly Insights: -Diverging Risks In A Polarised Market-Special Report on GenAi, investing in the fourth industrial revolution…


Rudi’s View: Copper, Lithium, Retailers & TechnologyOne

Jun 27 2024

Updates on strategies, model portfolios, key picks, best buys and conviction calls


Rudi’s View: Traditional Value Is A Flawed Narrative

Jun 26 2024

The decade past has challenged the narrative that buying ‘cheaply’ priced equities are a starting point for guaranteed success. Why would the decade ahead be any different?


Rudi’s View: GenAi, The Super-Megatrend, Part 2

Jun 20 2024

Part Two of this week’s deep dive into GenAi for Australian investors


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.