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: US Recovery In Worse State

Aug 04 2010

We’d all like to believe the US economic recovery is becoming more solid and sustainable, but new insights this week offer a different picture.


Rudi’s View: And Now For Some Key Data

Jul 30 2010

The coming five days will see the release of some key data. Are disappointments more likely? How will the market respond?


Rudi’s View: Head-and-Shoulders All Around

Jul 23 2010

One of my personal favourites, the head-and-shoulder formation, is showing up on charts across various risk assets. Time to take notice?


Rudi’s View: Q2 China Data Causing Downgrades

Jul 16 2010

China’s Q2 data failed to re-assure investors that all is fine and will remain fine inside the Middle Kingdom.


Rudi’s View: Two Trend Changes – The Charts

Jul 15 2010

Following on from yesterday’s Rudi’s View story, a brief update (with charts).


Rudi’s View: Two Trend Changes For July?

Jul 14 2010

Two cherry picked indicators appear to point towards underlying trend changes for key factors that will impact on Australian equities.


Rudi’s View: Investment Lessons From The World Game

Jul 09 2010

Spain will crown itself the new World Champion football on Sunday. At least, if we can trust the experts. Can we?


Rudi’s View: China’s Well-Timed PR Exercise

Jun 21 2010

Saturday’s PBoC announcement is above anything a well-timed PR exercise. The world needs more to sustain today’s rally in risk assets.


Waiting For Godot (otherwise known as the second-half downturn)

Jun 17 2010

This story was mailed out to paying subscribers at FNArena on Tuesday, June 15, 2010. By Rudi Filapek-Vandyck, Editor FNArena…


Rudi’s View: China Data Confirm Slowdown

Jun 11 2010

Look beyond this week’s rally and Chinese data are actually suggesting the economy is slowing down.


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.