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

Investing In Commodities: A Mini-Guide

Nov 07 2012

By Rudi Filapek-Vandyck, Editor FNArena Legendary investor Jim Rogers is now an old man who likes to chat about the joys of two…


Who Stole The Christmas Rally?

Oct 31 2012

By Rudi Filapek-Vandyck, Editor FNArena According to text book scenarios, global equity markets become a lot more volatile when September…


AGM Minefields?

Oct 24 2012

By Rudi Filapek-Vandyck, Editor FNArena Investor sentiment may have spiked up in recent weeks, but there's still plenty around to…


Torn Between Major Obstacles: For How Much Longer?

Oct 17 2012

By Rudi Filapek-Vandyck, Editor FNArena The two major drivers behind equity prices -sentiment and valuation- have been at war with…


Investing Under Challenging Circumstances

Oct 10 2012

By Rudi Filapek-Vandyck, Editor FNArena This may not have caught the attention of most among you, readers of my Weekly…


Coal: From King To Pauper

Oct 03 2012

By Rudi Filapek-Vandyck, Editor FNArena When it comes to commodity markets, medium term developments are seldom the result of changes…


Iron Ore: Not What You Think

Sep 26 2012

By Rudi Filapek-Vandyck, Editor FNArena I'd like to, hereby, introduce you all to my personal approach to day-to-day happenings in…


Bull And Bear Markets – A Common Sense, Historical Perspective

Sep 19 2012

By Rudi Filapek-Vandyck, Editor FNArena I am sure the question has crossed your mind in weeks past: is this it?…


Required: A Leap Of Faith

Sep 12 2012

By Rudi Filapek-Vandyck, Editor FNArena It is not an item that receives regular attention here at FNArena, but we do…


How The GFC Morphed Into A GFZ

Sep 05 2012

By Rudi Filapek-Vandyck, Editor FNArena We truly are living through "interesting times". As calendar year 2012 matures according to its…


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.