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

All-Weather Stocks: An Update

Oct 30 2013

By Rudi Filapek-Vandyck, Editor FNArena The irony of the share market is that highly speculative, low quality stocks receive much…


What If The Past Is Not An Accurate Guide?

Oct 23 2013

By Rudi Filapek-Vandyck, Editor FNArena The Australian share market is posting five year highs on improving sentiment, thin volumes and…


The Inconvenient Truth About Energy Stocks

Oct 16 2013

By Rudi Filapek-Vandyck, Editor FNArena Ever since I warned investors in 2008 the temporarily loss of sanity and good judgment by…


Next Year’s Rising Gas Bills On The East Coast

Oct 09 2013

By Rudi Filapek-Vandyck, Editor FNArena It has been one of the easiest forecasts to make. Since about a year or…


Commodity Stocks Need Sentiment Lift

Oct 02 2013

By Rudi Filapek-Vandyck, Editor FNArena It's not how our investment minds are wired, but share prices of commodity producers do…


Big Banks And Big Resources

Sep 25 2013

By Rudi Filapek-Vandyck, Editor FNArena This one is for those readers who have been on board the Weekly Insights email…


Synchronised Optimism

Sep 18 2013

By Rudi Filapek-Vandyck, Editor FNArena Financial markets are like a congregation of gold fish, swimming around in a bowl. Once…


So, We’re Becoming ‘Normal’ Again?

Sep 11 2013

By Rudi Filapek-Vandyck, Editor FNArena If we take a broader, macro view on what has been happening in the Australian…


Big Rotation (But Not The One You Expect)

Sep 04 2013

By Rudi Filapek-Vandyck, Editor FNArena While most investors and market commentators have had their focus firmly on the Federal Reserve's…


It’s A Stock Pickers’ Challenge

Aug 28 2013

By Rudi Filapek-Vandyck, Editor FNArena Probably the most important feature of the Australian share market, as the local reporting season…


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.