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: Preparing For Bear Phase II

Nov 24 2022

In this week's Weekly Insights: -Preparing For Bear Phase II-Conviction Calls-Research To Download-AIA Investor Day In Sydney By Rudi Filapek-Vandyck,…


Rudi’s View: Re-Opening Opportunities In Healthcare

Nov 17 2022

In this week's Weekly Insights: -Re-Opening Opportunities In Healthcare-Conviction Calls-Research To Download-FNArena Talks-AIA Investor Day In Sydney By Rudi Filapek-Vandyck,…


Rudi’s View: More Choice For Income Hunters

Nov 10 2022

In this week's Weekly Insights: -More Choice For Income Hunters-December Index Review Preview-Conviction Calls-AIA Investor Day In Sydney By Rudi…


Rudi’s View: Technology’s Moment Of Truth

Nov 03 2022

In this week's Weekly Insights: -Technology's Moment Of Truth-Conviction Calls-Research To Download By Rudi Filapek-Vandyck, Editor FNArena Technology's Moment Of…


Rudi’s View: In Bonds We Must Trust

Oct 27 2022

In this week's Weekly Insights: -In Bonds We Must Trust-Conviction Calls-Research To Download By Rudi Filapek-Vandyck, Editor FNArena In Bonds…


Rudi’s View: Investing In Non-Profitable Companies

Oct 20 2022

In this week's Weekly Insights: -Investing In Non-Profitable Companies-Corporate Updates: Early Signals-Peak Resources?-FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Investing…


Rudi’s View: Corporate Profits Will Show The Way

Oct 13 2022

In this week's Weekly Insights: -Corporate Profits Will Show The Way-Conviction Calls-FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Corporate Profits…


Rudi’s View: Hope Beyond The Macro-Burden

Oct 06 2022

In this week's Weekly Insights: -Hope Beyond The Macro-Burden-Conviction Calls-Research To Download By Rudi Filapek-Vandyck, Editor Hope Beyond The Macro-Burden…


Rudi’s View: Good News, How To Use PE Ratios & Conviction Calls

Sep 29 2022

In this week's Weekly Insights: -Good News-PEs – The Tool That Both Enlightens And Confuses-Conviction Calls-Research To Download-FNArena Talks (3x)…


Rudi’s View: Are We There Yet? (Fat Chance!)

Sep 21 2022

In this week's Weekly Insights: -Are We There Yet? (Fat Chance!)-Conviction Calls-Research To Download By Rudi Filapek-Vandyck, Editor Are We…


Rudi On TV

-Regular appearances on AusbizTV:

-Twice each month on The Call, noon-1pm

-Thursday, around 11am, talking Brokers Call (weekly)

-Less regular appearances on SwitzerTV

Rudi On Tour In 2023

Online seems the way to go, for the time being.