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

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…


Invest Like A Woman, Trade Like A Man

Jun 20 2012

By Rudi Filapek-Vandyck, Editor FNArena The past four years have taught investors one important lesson about investing in the share…


Value Is In The Eye Of The Beholder

Jun 13 2012

By Rudi Filapek-Vandyck, Editor FNArena They say that a "cheap valuation" is an investor's best friend, but virtually everyone who…


Don’t Let Panic And Noise Be Your Investment Guide

Jun 06 2012

By Rudi Filapek-Vandyck, Editor FNArena The past nine months have been both unusually kind and unusually harsh for companies that…


Rudi’s View: Postcard From Canada

May 30 2012

Ten observations from a two-week trip to Canada.


Minimising Risk In Turbulent Times

May 30 2012

By Rudi Filapek-Vandyck, Editor FNArena In early March I appeared on Switzer TV and declared that, if given the choice…


Resources Stocks: And Now What?

May 23 2012

By Rudi Filapek-Vandyck, Editor FNArena There is (much) more to commodities than growing demand from awakening economies in Greater China and…


Are You In Tune ?

May 16 2012

By Rudi Filapek, Editor FNArena Let me introduce you to a very good friend of mine in the Australian share…


All-Weather Performers Rule

May 09 2012

By Rudi Filapek-Vandyck, Editor FNArena One of the better things I have done post-2007 is introducing investors in Australia to…


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.