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

Keep A Close Eye On Market Dynamics

Apr 02 2014

By Rudi Filapek-Vandyck, Editor FNArena It is one of my long-standing observations that investors are too focused on what management…


Rising Risk Of Downward Pressure

Mar 26 2014

By Rudi Filapek-Vandyck, Editor FNArena When you keep a close eye on what's happening in terms of stockbroking analysts' ratings…


All-Weather Performers: Understanding The Dynamics

Mar 19 2014

By Rudi Filapek-Vandyck, Editor FNArena The Australian share market's conundrum showed up once again in Morgan Stanley's recent strategy update:…


Add Some Risk Via Emerging Turnaround Stories

Mar 12 2014

By Rudi Filapek-Vandyck, Editor FNArena Within the general context of a share market that is trading above its long term…


Reliability Commands A Premium

Mar 05 2014

By Rudi Filapek-Vandyck, Editor FNArena To a man with a hammer, just about everything looks like a nail. I was…


Corporate Reports: Just What The Doctor Ordered

Feb 26 2014

By Rudi Filapek-Vandyck, Editor FNArena Investors better not underestimate what is happening in the local share market this month. While…


Boring Today, In Turmoil Tomorrow

Feb 19 2014

By Rudi Filapek-Vandyck, Editor FNArena In the world of business, change is ever present and constantly lurking around the corner….


Dividend Support, Still Investors’ Most Reliable Guide?

Feb 12 2014

By Rudi Filapek-Vandyck, Editor FNArena Not everyone is equally convinced 2014 shall be a good year for equity investors. Harry…


The Year Of Growth And Reduced Liquidity

Feb 05 2014

By Rudi Filapek-Vandyck, Editor FNArena Here's my first confession for the new calendar year: I cannot help but pull a…


Fed Tapering Ahead, And Unintended Consequences

Dec 11 2013

By Rudi Filapek-Vandyck, Editor FNArena Around this time of the year, investment bankers and strategists update their calculations and assumptions…


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.