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

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…


Super Cycle Generating Super Losses

Aug 14 2008

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


Too Late To Give Up Now

Aug 07 2008

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


Not There Yet

Jul 31 2008

By Rudi Filapek-Vandyck, editor FNArena This may seem like an odd thing to say but what we are witnessing on…


The Silver Lining Of The Banks’ Clouds

Jul 24 2008

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


A Super-Hero Losing Its Power

Jul 17 2008

By Rudi Filapek-Vandyck, editor FNArena Sometimes, when I think about the world, financial markets and the various different components involved,…


Lest We Forget

Jul 10 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.