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

Consensus Forecasts As A Tool

Jun 25 2014

In this week's Weekly Insights: – Consensus Forecasts As A Tool – Too Early For A Chinese Hurrah – Australian Profits: Tough, But…


Retail Spending: A Matter Of Confidence

Jun 18 2014

In this week's Weekly Insights: – Retail Spending: A Matter Of Confidence – Australia? No Thanks! – Not Easy To…


Under The Hood – June 2014

Jun 04 2014

In this week's Weekly Insights: – Under The Hood – June 2014 – All Eyes On 'Super' Mario Meeting –…


Too Early To Worry About Rate Hikes

May 28 2014

In this week's Weekly Insights: – Too Early To Worry About Rate Hikes – Mining Services: Worst Yet To Come?…


Causes For Caution

May 21 2014

By Rudi Filapek-Vandyck, Editor FNArena Are you concerned that equities offer more risk than reward, at least in the short…


Time To Worry About Chinese Property?

May 14 2014

By Rudi Filapek-Vandyck, Editor FNArena In China, all paths start and end in the all-important property market. For Australia, this…


Banks: More Than Meets The Eye

May 07 2014

By Rudi Filapek-Vandyck, Editor FNArena Stating that banks are back in focus, with analysts and commentators publicly debating whether "not…


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…


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.