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

A Message To You, From The Banks

Jun 05 2008

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


Is There A Lesson For Oil In Uranium?

May 29 2008

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


Bears And Bulls United

May 16 2008

(This story was first sent as an email to paying subscribers on Wednesday morning) By Rudi Filapek-Vandyck, editor FNArena There…


Commodities’ Dynamics Are Changing

May 08 2008

(This story was sent to paying subscribers on Tuesday morning) By Rudi Filapek-Vandyck, editor FNArena Supply and demand dynamics are…


Is There A Third Option Between Expensive And Cheap?

Apr 26 2008

(This story was first published on Monday and sent via email to paying subscribers) By Rudi Filapek-Vandyck, editor FNArena Amidst…


The End Is Nigh? Not Very Likely

Apr 17 2008

(This story was sent out as an email to paying subscribers on Monday) By Rudi Filapek-Vandyck, editor FNArena Hope is…


The Good Thing About A Recession

Apr 10 2008

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


Commodities Out, Banks In (Part II)

Apr 03 2008

(This story was first emailed to subscribers on Tuesday) By Rudi Filapek-Vandyck, editor FNArena The past ten days have brought…


Commodities Out, Banks In (For Now)

Mar 27 2008

(This story was first published on Monday and sent as an email to subscribers of FNArena) By Rudi Filapek-Vandyck, editor…


Make Sure You Get The Message

Mar 20 2008

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.