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

Commodities: All About China Policies

Oct 20 2011

(This story was originally published on Tuesday, 18th October, 2011. It has now been re-published to make it available to…


Rudi’s View: The Big De-Rating – A Guide Through The Minefields

Oct 19 2011

Today’s story is the first in a series about how the bigger picture context has changed for investors, and how they can adapt to it.


Pros And Cons On A Rally In Equities

Oct 12 2011

This story was first published two days ago in the form of an email sent to registered FNArena readers. By…


Alas, No Guarantees

Oct 05 2011

This story was first published two days ago in the form of an email sent to registered FNArena readers. By…


China: More Than Meets The Eye

Sep 28 2011

This story was first published two days ago in the form of an email sent to registered FNArena readers.  By…


What’s Wrong With October?

Sep 21 2011

This story was first published two days ago in the form of an email sent to registered FNArena readers. By…


The Longer Term Perspective

Sep 14 2011

(This story was sent in the form of an email two days ago to paying subscribers). By Rudi Filapek-Vandyck, Editor…


How Not To Be Your Own Worst Enemy

Sep 07 2011

This story was first published two days ago in the form of an email sent to registered FNArena readers. Today's…


FY11 Reporting Season: The Winners And Losers

Aug 31 2011

This story was first published two days ago in the form of an email sent to registered FNArena readers. By…


The Recession That Is Long Overdue

Aug 24 2011

This story was first published two days ago in the form of an email sent to registered FNArena readers. By…


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.