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

A Rather Uncharacteristic Reporting Season

Aug 29 2012

By Rudi Filapek-Vandyck, Editor FNArena With more than 75% of ASX-listed companies having reported either FY12 or half-yearly results this…


Investment Returns: What Does The Future Hold?

Aug 22 2012

By Rudi Filapek-Vandyck, Editor FNArena Investors who have been reading my analyses post 2008, or attended my speeches and presentations…


Banks Now Overpriced – What Does That Mean?

Aug 15 2012

By Rudi Filapek-Vandyck, Editor FNArena The old adage for share market investors that following the herd does not equal better…


Let Earnings Forecasts Be Your Guide

Aug 08 2012

By Rudi Filapek-Vandyck, Editor FNArena Last week I reported how three-quarters (75%) of share price movements can be explained through…


Earnings Forecasts: Yet Another Groundhog Year?

Aug 01 2012

By Rudi Filapek-Vandyck, Editor FNArena It cannot be pointed out nor repeated often enough, in my view, that ultimately the…


Important Question Marks Over BHP’s Fall

Jul 25 2012

By Rudi Filapek-Vandyck, Editor FNArena Something happened last week that has yet to attract wider attention across the Australian investment…


Deep Fibre, Clouds And Airspace

Jul 19 2012

The FNArena Editor is still recovering from his injury. While recovery is steadily progressing, it is occurring at slower pace…


Gas Is A Gas Until Proved Otherwise

Jul 12 2012

FNArena Editor Rudi Filapek-Vandyck is still recovering from his spine injury. We hope he'll be able to share his latest…


2012’s Rocky Road Hasn’t Ended

Jul 05 2012

Russ Koesterich, Global Chief Investment Strategist for BlackRock’s iShares, doesn’t think the scenario for financial markets has been fundamentally re-written.


The Next Revolution Is Already Here

Jun 27 2012

By Rudi Filapek-Vandyck, Editor FNArena The last revolution, from an economic point of view, occurred in the mid-nineties when the…


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.