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: No Shortage Of Positive Views

Mar 15 2010

If my personal observations are correct, the overall market bias has shifted to a positive outlook for equities.


Value – Long Time Horizon Required

Nov 20 2008

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


Trend Spotting – A Commentator’s View

Nov 13 2008

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


The Difference Between Rally And Recovery

Nov 06 2008

(This story was first sent out via email to paying subscribers on Tuesday).


The World Has Received A Margin Call

Oct 30 2008

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


How To Save The World In 2008

Sep 18 2008

This story was first sent out as an email to paying subscribers on Monday. By Rudi Filapek-Vandyck, editor FNArena Somewhere…


The Future Looks Bright (If History Is Our Guide)

Sep 11 2008

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


Super Cycle Caveats

Sep 05 2008

This story was first sent out as an email to paying subscribers on Monday. By Rudi Filapek-Vandyck, editor FNArena There…


Value Is In The Eye Of The Beholder

Aug 28 2008

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


Five Myths About Commodities

Aug 21 2008

This story was sent out as an email to paying subscribers on Tuesday. By Rudi Filapek-Vandyck, Editor FNArena We journalists…


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.