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

2015: Year Of Many Quirks And Valuable Lessons

Dec 02 2015

By Rudi Filapek-Vandyck, Editor FNArena 2015 will be remembered for a number of things. The ascendancy of Malcolm Turnbull to…


Australia’s Problem: The Great Polarisation

Nov 18 2015

In this week's Weekly Insights: – Paris Mon Amour – China By Numbers – Australia's Problem: The Great Polarisation –…


Investor Lessons From The BHP Failure

Nov 11 2015

By Rudi Filapek-Vandyck, Editor FNArena It is typical of how the financial industry works that everyone always wants to talk…


No Fireworks On The Horizon

Nov 04 2015

By Rudi Filapek-Vandyck, Editor FNArena It was but a matter of time, I reckon. After four years of relentless disappointment…


Five Market Observations

Oct 28 2015

In This Week's Weekly Insights: – Telstra Falling Out Of favour – Childcare Centres Beyond G8 – It Was Kevin,…


In Search Of A New Market Consensus

Oct 21 2015

In this week's Weekly Insights: – In Search Of A New Market Consensus – Investor Illogicality: Auto Leasing – El…


Smaller Cap Industrials: Re-Rating Or Bubble Threat?

Oct 14 2015

In this week's Weekly Insights: – Smaller Cap Industrials: Re-Rating Or Bubble Threat? – China Threat Ongoing – What If Lower Growth Is…


Small Cap Industrials In Focus

Oct 07 2015

In This Week's Weekly Insights: – Small Cap Industrials In Focus – Audio, No Video – Bob Farrell's 10 Rules…


Aussie Banks: Important Questions, Few Answers

Sep 30 2015

In this week's Weekly Insights: – Aussie Banks: Important Questions, Few Answers – Vale Yogi Berra – Angst Versus Hope;…


Where Have Our Leaders Gone?

Sep 23 2015

In this week’s Weekly Insights: – Where Have Our Leaders Gone? – A Global Recession On The Horizon? – More…


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.