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

Thou Shalt Not Ignore Risk

Jul 03 2013

By Rudi Filapek-Vandyck, Editor FNArena I have this long standing belief -call it a self-made theory if you like- that…


BHP At $25?

Jun 26 2013

By Rudi Filapek-Vandyck, Editor FNArena I spent the whole weekend at the Novotel in Brighton-Le-Sands, near Sydney Airport, where the…


Australia Remains Hard Work

Jun 19 2013

By Rudi Filapek-Vandyck, Editor FNArena Prologue Global financial markets are in a mild state of turmoil ever since the Federal…


Seven Insights Into Today’s Markets

Jun 12 2013

By Rudi Filapek-Vandyck, Editor FNArena It's Monday and my fellow citizens of NSW are celebrating the Queen's Birthday, which is…


The New Trends For Future Investing

Jun 05 2013

By Rudi Filapek-Vandyck, Editor FNArena What has been the single most important change that has occurred during the past three…


Commodities: Smaller, Shorter Excitements Until 2016?

May 29 2013

By Rudi Filapek-Vandyck, Editor FNArena Think about it. It's quite ironic the country that until recently was thought to have…


AUD Weakness Changes Oz Market Dynamics

May 22 2013

By Rudi Filapek-Vandyck, Editor FNArena There are no two ways about it: the most important event over the past week…


Diversified Resources Turning Into… Banks!?

May 15 2013

By Rudi Filapek-Vandyck, Editor FNArena On my observations, it is not well appreciated among market commentators, financial journalists and analysts…


It’s A New World For Commodities

May 08 2013

By Rudi Filapek-Vandyck, Editor FNArena In today's 24 hour media world that is increasingly centred around extreme outcomes and potential…


The Times They Really Are A-Changing

May 01 2013

By Rudi Filapek-Vandyck, Editor FNArena Snippets from the week past: – "Nations get the political leadership they deserve" – "Australians…


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.