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: Bond Market Says Regime Change Is Upon Us

Apr 19 2023

In this week's Weekly Insights: -What's Up, Doc?-Bond Market Says Regime Change Is Upon Us-Banks (Dividends) In Focus-Conviction Calls &…


Rudi’s View: Wesfarmers, WiseTech & Worley

Apr 12 2023

-In this week's Weekly Insights: -Market Leadership Has Changed-Conviction Calls & Best Ideas-Research To Download-FNArena Talks By Rudi Filapek-Vandyck Market…


Rudi’s View: Don’t Be Hoodwinked

Apr 05 2023

In this week's Weekly Insights: -Don't Be Hoodwinked-Consensus Targets, And Other Consequences-Webinar on Copper By Rudi Filapek-Vandyck, Editor Don't Be…


Rudi’s View: (Not) About The Banks

Mar 29 2023

In this week's Weekly Insights: -More Data, More Brokers-US Recession More likely-(Not) About The Banks By Rudi Filapek-Vandyck, Editor More…


Rudi’s View: All-Weather Stocks – Back In Fashion

Mar 22 2023

In this week's Weekly Insights: -Banks Need Confidence (Lots Of It)-All-Weather Stocks – Back In Fashion-All-Weathers: Post-February-Research To Download By…


Rudi’s View: Domino’s Pizza, Newcrest & Qantas

Mar 17 2023

A roundup on Model Portfolio changes, investment strategies, Best Ideas and favourite equity exposures. By Rudi Filapek-Vandyck, Editor Model Portfolios at…


Rudi’s View: Fear & Greed (Rinse & Repeat)

Mar 15 2023

In this week's Weekly Insights: -Fear & Greed (Rinse & Repeat)-February Results: Final Notes & Observations By Rudi Filapek-Vandyck, Editor…


Rudi’s View: February Trends, Winners, Signals & Losers

Mar 08 2023

In this week's Weekly Insights: -February Trends, Winners, Signals & Losers-Advice From The Best: Klarman & Buffett-Research To Download By…


Rudi’s View: February’s Sobering Reality Check

Mar 01 2023

In This week's Weekly Insights: -February's Sobering Reality Check-Research To Download By Rudi Filapek-Vandyck, Editor FNArena February's Sobering Reality Check…


Rudi’s View: M&A Targets – Who’s Next?

Feb 22 2023

In this week's Weekly Insights: -M&A Targets – Who's Next?-February: Brutal And Underwhelming, So Far-Research To Download By Rudi Filapek-Vandyck,…


Rudi On TV

-Regular appearances on AusbizTV:

-Twice each month on The Call, noon-1pm

-Thursday, around 11am, talking Brokers Call (weekly)

-Less regular appearances on SwitzerTV

Rudi On Tour In 2023

Online seems the way to go, for the time being.