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

Valuations And Expectations

May 02 2012

By Rudi Filapek-Vandyck, Editor FNArena Price Earnings ratios, or PEs, have increasingly found their way into mainstream financial commentary over…


Are Profit Margins Showing The Way?

Apr 26 2012

By Rudi Filapek-Vandyck, Editor FNArena Somehow American companies are much better in playing the share market. First they guide analysts…


More Questions Than Answers For Resources Companies

Apr 18 2012

By Rudi Filapek-Vandyck, Editor FNArena To most investors, I am sure, the relentless de-rating of mining and energy stocks, not just…


Not As Bad As You Think

Apr 11 2012

By Rudi Filapek-Vandyck, Editor FNArena It has been one of the ever recurring questions among share market investors in Australia:…


The Next Bubble

Apr 04 2012

Alas, Your Editor caught the flu last week and is doing his best to recover as quickly as possible. Chicken…


What’s Happening With QBE?

Mar 28 2012

By Rudi Filapek-Vandyck, Editor FNArena Certainly, I have been as surprised as many among you by QBE Insurance's ((QBE)) stellar…


Rudi’s View: Gold Is Insurance

Mar 26 2012

Why should you own gold and if so, how much of it? When do you sell? An attempt to answer all of these questions, plus some more.


Thinking, Fast And Slow

Mar 21 2012

By Rudi Filapek-Vandyck, Editor FNArena Early January I was traveling from Boston to New York, but I missed my train…


A Silent Revolution

Mar 14 2012

By Rudi Filapek-Vandyck, Editor FNArena There's something not right with this rally on global equity markets. No, I am not…


Five Reasons Why Investors Should Be Cautious

Mar 07 2012

This story was originally written on Monday, 05 March 2012. It was sent to paying subscribers on that day in…


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.