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

Odds In Favour Of More AUD Strength

Mar 21 2007

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


How Resources Stocks Turned Into Serial Laggards

Mar 15 2007

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


A Re-Assessment Of Risk

Mar 05 2007

By Rudi Filapek-Vandyck Nothing impacts an investor’s psyche as deeply and severely as falling asset prices. Nothing. No matter how…


Commodities Revival Comes With A Twist

Feb 27 2007

By Rudi Filapek-Vandyck Resources are back. A growing number of experts, chartists, analysts, investment strategists and market commentators have turned…


Uranium – How Much Tighter Can The Market Become?

Feb 20 2007

By Rudi Filapek-Vandyck Investors as well as producers and power utilities in the US will be closely watching the first…


Oz Equities – Still A Story About The Weight Of Money

Feb 09 2007

By Rudi Filapek-Vandyck It has become a regular feature during the first two weeks of the interim results season: securities…


Perseverance – Candidate For A Re-Rating

Feb 06 2007

By Rudi Filapek-Vandyck Determining which stock deserves the tag Most Highly Recommended in the Australian share market remains a matter…


All The Damage That Has Been Done

Jan 30 2007

By Rudi Filapek-Vandyck Little attention has been given to the technical aspects behind the January correction in commodities and energy…


Uranium Market Now Really Heating Up

Jan 23 2007

By Rudi Filapek-Vandyck Who knows something about remediation problems at Canada’s Cigar Lake uranium project the rest of us have…


A Big Year Ahead For Uranium

Jan 16 2007

By Rudi Filapek-Vandyck Amidst the severe turmoil on global commodity markets in the first three weeks of January one commodity…


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.