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

Short-Term And Long-Term Not Aligning

Apr 30 2014

By Rudi Filapek-Vandyck, Editor FNArena Every now and then all participants in the share market, and all expert commentators, are…


Reasons For Doubt

Apr 16 2014

By Rudi Filapek-Vandyck, Editor FNArena Listening to all the experts and commentators who share their "wisdom" and "insights" in the…


The Big Confusion

Apr 09 2014

By Rudi Filapek-Vandyck, Editor FNArena The world is expecting an acceleration in economic growth in the quarters ahead. Delayed by…


Keep A Close Eye On Market Dynamics

Apr 02 2014

By Rudi Filapek-Vandyck, Editor FNArena It is one of my long-standing observations that investors are too focused on what management…


Rising Risk Of Downward Pressure

Mar 26 2014

By Rudi Filapek-Vandyck, Editor FNArena When you keep a close eye on what's happening in terms of stockbroking analysts' ratings…


All-Weather Performers: Understanding The Dynamics

Mar 19 2014

By Rudi Filapek-Vandyck, Editor FNArena The Australian share market's conundrum showed up once again in Morgan Stanley's recent strategy update:…


Add Some Risk Via Emerging Turnaround Stories

Mar 12 2014

By Rudi Filapek-Vandyck, Editor FNArena Within the general context of a share market that is trading above its long term…


Reliability Commands A Premium

Mar 05 2014

By Rudi Filapek-Vandyck, Editor FNArena To a man with a hammer, just about everything looks like a nail. I was…


Corporate Reports: Just What The Doctor Ordered

Feb 26 2014

By Rudi Filapek-Vandyck, Editor FNArena Investors better not underestimate what is happening in the local share market this month. While…


Boring Today, In Turmoil Tomorrow

Feb 19 2014

By Rudi Filapek-Vandyck, Editor FNArena In the world of business, change is ever present and constantly lurking around the corner….


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.