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

Rudi’s View: The Big De-Rating – A Guide Through The Minefields (4)

Nov 16 2011

Chapter number four in the series on what is happening in today’s share market.


In Further Stimulus We Trust

Nov 10 2011

By Rudi Filapek-Vandyck, Editor FNArena This won't come as a surprise to anyone, but Europe is increasingly causing headaches and…


Rudi’s View: The Big De-Rating – A Guide Through The Minefields (3)

Nov 09 2011

Chapter number three in The Big De-Rating series.


The Importance Of Earnings Certainty

Nov 03 2011

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


Commodities: The Nature Of The Beast

Oct 27 2011

(This story was originally written on Monday, 27th October 2011. It was mailed out in the form of an email…


Rudi’s View: The Big De-Rating – A Guide Through The Minefields (2)

Oct 26 2011

Second story in the series The Big De-Rating – A Guide Through The Minefields.


Rudi’s View: The Quiz

Oct 25 2011

Curious to what the correct answer was and who has won?


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…


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.