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

August Valuation Conundrum

Aug 24 2016

In this week’s Weekly Insights:

– August Valuation Conundrum
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV


Six Out Of Ten

Aug 17 2016

In this week’s Weekly Insights:

– Six Out Of Ten
– August: Not All About Financial Results
– Coal Causing Plenty Of Pain
– ASA – Short Interview
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV


August Reporting Season 2016: Valuations Versus Earnings

Aug 03 2016

 In this week’s Weekly Insights:

– August Reporting Season 2016: Valuations Versus Earnings
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV


How Long The Multi Asset Bull Market?

Jul 27 2016

 In this week’s Weekly Insights:

– How Long The Multi Asset Bull Market?
– Australia’s Lowest Rated Stocks
– Highest Yields On Offer
– Australia’s Highest Rated Stocks
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV


Find The Bull

Jul 20 2016

 In This Week’s Weekly Insights:

– Find The Bull
– Australia’s Most Highly Rated Stocks
– Irish Correction
– Italy: Next Shoe To Drop?
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV


Investor Lessons From An Eventful Year

Jul 06 2016

In this week's Weekly Analysis: – Investor Lessons From An Eventful Year – Rudi On Tour – Nothing Ever Changes,…


Are You Brexhausted Yet?

Jun 29 2016

In this week's Weekly Analysis: Special post-Brexit Edition! Are You Brexhausted Yet? By Rudi Filapek-Vandyck, Editor FNArena "The impact of…


Confusion, Challenges And Conquerers

Jun 22 2016

 In this week’s Weekly Insights:

– Confusion, Challenges And Conquerers
– Everything Is Possible, In Africa
– Brexit: Symptom For Bigger Problems
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV


Risk Is Not A Four Letter Word

Jun 08 2016

In this week’s Weekly Analysis: Risk Is Not A Four Letter Word, Flight Centre: All About The Margin, Livewire – The Event, The Replay, June Conviction Calls, Rudi On Tour, Nothing Ever Changes, Or Does It?, No Queen’s Holiday Edition, Rudi On TV


It’s A Love Affair

Jun 01 2016

In this week’s Weekly Insights: – It’s A Love Affair – It’s A Bigger Joke – Lithium, The Sequel – Rudi On Tour – Nothing Ever Changes, Or Does It? – Rudi On TV


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.