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

It’s Getting Tougher Out There (To Find Great Value)

Feb 13 2013

By Rudi Filapek-Vandyck, Editor FNArena At face value, the February Statement on Monetary Policy by the RBA offered something for…


Interview With Mister X

Feb 06 2013

By Rudi Filapek-Vandyck, Editor FNArena I met Mister X many moons ago. Don't remember exactly how the initial contact was…


When Corporate Results Matter Less (For Now)

Jan 31 2013

By Rudi Filapek-Vandyck, Editor Love it or loath it, but it won't make the slightest difference: this share market wants…


A Risk Assessment For Australian Equities Anno 2013

Jan 24 2013

By Rudi Filapek-Vandyck, Editor FNArena There's a certain irony in the fact that retail investors in the US are starting…


Rudi’s View: CommBank, The Most Consistent, Reliable Performer

Dec 14 2012

CommBank shares have proved a consistent performer post the 2008 sell off. That’s why they trade at a sector premium.


Ten ‘Biggies’ For 2013

Dec 12 2012

By Rudi Filapek-Vandyck, Editor FNArena This will be my final Weekly Insights for this calendar year. 2012 has been volatile,…


Avoid The Torpedoes!

Dec 05 2012

By Rudi Filapek-Vandyck, Editor FNArena Probably the most surprising development throughout 2012 has been the ever-so-increasing gap between profit estimates…


2013: Not Such A Bad Proposition

Nov 28 2012

By Rudi Filapek-Vandyck, Editor FNArena Investors tired of reading and hearing about the same old macroeconomic headwinds and challenges for…


Tight Oil Boom Is Changing The World

Nov 21 2012

By Rudi Filapek-Vandyck, Editor FNArena We live in a time of inflated hyperbole. Every problem immediately turns into a "cliff"…


Investing In Commodities: A Mini-Guide (vol 2)

Nov 14 2012

[This story continues from last week, Weekly Insights, 5th November 2012] By Rudi Filapek-Vandyck, Editor FNArena Last week I wrote…


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.