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: Boss Energy, Mineral Resources, TPG Telecom, ResMed & WiseTech Global

Jan 15 2024

An update on analysts’ sector favourites and stock picks for the year ahead


Rudi’s View: Bear&Bull Market To Continue (?) In 2024

Dec 06 2023

In this week's Weekly Insights: -All-Weather Model Portfolio-Bear&Bull Market To Continue (?) In 2024-Conviction Calls & Best Ideas-Holidays Are Beckoning…


Rudi’s View: All-Weather Portfolio In 2023

Nov 29 2023

The story below was originally published in late November 2023. Performance indicators for the All-Weather Model Portfolio were drawn from…


Rudi’s View: Quality In Stocks; What Is It Good For?

Nov 22 2023

-Quality In Stocks; What Is It Good For?-Conviction Calls & Best Ideas-FNArena Talks By Rudi Filapek-Vandyck, Editor Quality In Stocks;…


Rudi’s View: Between Perception & Reality

Nov 15 2023

In this week's Weekly Insights: -Between Perception & Reality-Conviction Calls & Best Ideas By Rudi Filapek-Vandyck, Editor Between Perception &…


Rudi’s View: Outlook 2024, Is History Our Guide?

Nov 08 2023

In this week's Weekly Insights: -Outlook 2024: Is History Our Guide?-Conviction Calls and Best Ideas-December Index Rebalancing By Rudi Filapek-Vandyck, Editor…


Rudi’s View: A Market Of Contradictions

Nov 01 2023

A Market Of Contradictions By Rudi Filapek-Vandyck, Editor This might seem contradictory, but it's simply part of the market being…


Rudi’s View: Bonds & Equities; Joined At The Hip

Oct 25 2023

In this week's Weekly Insights: -Bonds & Equities; Joined At The Hip-Conviction Calls & Best Ideas-In Search Of Yield-FNArena Talks…


Rudi’s View: Yield Is Back

Oct 18 2023

In this week's Weekly Insights: -Yield Is Back-Watch The Corporate Calendar-CSL & ResMed – Under Pressure-Best Ideas & Conviction Calls…


Rudi’s View: CSL, ResMed, Domino’s Pizza, Helloworld, Iress and Liontown

Oct 11 2023

In this week's Weekly Insights: -Best Ideas & Conviction Calls-ResMed Talks-Predicting The Next Index Rebalances By Rudi Filapek-Vandyck, Editor Alas,…


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.