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

Big Banks And Big Resources

Sep 25 2013

By Rudi Filapek-Vandyck, Editor FNArena This one is for those readers who have been on board the Weekly Insights email…


Synchronised Optimism

Sep 18 2013

By Rudi Filapek-Vandyck, Editor FNArena Financial markets are like a congregation of gold fish, swimming around in a bowl. Once…


So, We’re Becoming ‘Normal’ Again?

Sep 11 2013

By Rudi Filapek-Vandyck, Editor FNArena If we take a broader, macro view on what has been happening in the Australian…


Big Rotation (But Not The One You Expect)

Sep 04 2013

By Rudi Filapek-Vandyck, Editor FNArena While most investors and market commentators have had their focus firmly on the Federal Reserve's…


It’s A Stock Pickers’ Challenge

Aug 28 2013

By Rudi Filapek-Vandyck, Editor FNArena Probably the most important feature of the Australian share market, as the local reporting season…


August Reporting Season: Early Indications

Aug 21 2013

By Rudi Filapek-Vandyck, Editor FNArena Things ain't so bad in corporate Australia. Not as bad as feared by some. Certainly,…


The Switch Is On!

Aug 14 2013

By Rudi Filapek-Vandyck, Editor FNArena And just like that… good news just keeps on coming out of the woodwork for…


Are Rising East Coast Gas Prices On Your Radar?

Aug 07 2013

By Rudi Filapek-Vandyck, Editor FNArena There is a mini-storm brewing on the East Coast of Australia. It hasn't as yet…


Anticipating The Inflection Point For Commodities

Jul 31 2013

By Rudi Filapek-Vandyck, Editor FNArena Share market indices are back above 5000, and hanging around at levels above what used…


Highlights From The Sydney Expo

Jul 24 2013

By Rudi Filapek-Vandyck, Editor FNArena Is a bull market still a bull market if only 30% of equities is doing…


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.