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

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…


The Eccentric Uncle We All Wish We Had

Dec 12 2006

By Rudi Filapek-Vandyck In what is without any doubt one of the best investment stories ever written, Hong Kong based…


What Does The New Oil Paradigm Look Like?

Dec 05 2006

By Rudi Filapek-Vandyck It’s been quite a ride for crude oil over the past few years. The commodity that used…


Ready For The Annual US Dollar Decline?

Nov 27 2006

By Rudi Filapek-Vandyck Come December, come US dollar weakness. The two events have gone hand in hand over the past…


A Message Written In Copper

Nov 21 2006

By Rudi Filapek-Vandyck The global investment community has taken an increasingly negative view on the market dynamics for copper over…


The Dichotomy Between Price Targets And Recommendations

Nov 14 2006

By Rudi Filapek-Vandyck Time for a correction? Global equity markets have resumed their upward path with many of them, including…


Is Australia Ready To Switch Engine?

Nov 06 2006

By Rudi Filapek-Vandyck The surge to new record highs by Australia’s share price indices has led to some highly predictable…


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.