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

What A Lousy Timing, Marius Kloppers!

Nov 15 2007

By Rudi Filapek-Vandyck, editor FNArena “We have been saying -not hinting, but saying- we believe the first [US] consumer recession…


Lack Of Value? Or Too Many Investors Chasing The Same Ideas?

Nov 08 2007

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


Hallelujah! The Best May Yet Be Ahead Of Us

Nov 01 2007

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


Does Australia Deserve Asian Valuation Multiples?

Oct 25 2007

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


For Richer Or For Poorer?

Oct 18 2007

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


Knock! Knock! Who’s There? It’s The Pause That Refreshes

Oct 11 2007

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


Asia Poised To Save The Day

Sep 20 2007

By Rudi Filapek-Vandyck, editor FNArena Economic growth in China is slowing. The only reason why you haven’t read this anywhere…


A Healthy Touch Of Realism For Uranium

Sep 13 2007

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


Why The US Fed Will Cut Interest Rates

Sep 06 2007

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


How Uranium Lost Its Sizzle

Aug 30 2007

By Rudi Filapek-Vandyck, editor FNArena “First comes pain, then the gain”. It’s more something you would expect to hear from…


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.