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 Latest Views

In this week's Weekly Insights: -NextDC: The Coming Of Age Of A Cloud Infra Story -No Weekly Insights Next Week…

Apr 12 2017

In this week's Weekly Insights: -Quality Is Making A Come-Back -Sequel: Quintis Versus Californian Short Sellers -Conviction Calls: Bell Potter,…

Apr 05 2017


In this week's Weekly Insights: -Investor Optimism Keeps The Bull Alive -Quintis Versus Californian Short Sellers -Marijuana Mania Hits Australian…

Mar 29 2017

In this week's Weekly Insights: -Ramsay Health Care: Rumour, Hearsay, Speculation, Innuendo, and Rubbish -Conviction Calls: GS, CS, DB, Morgans,…

Mar 22 2017


Rudi's Previous Views

The Bubble Is (Finally) Ready To Burst

Mar 15 2017

The Bubble Is (Finally) Ready To Burst By Rudi Filapek-Vandyck, Editor FNArena In this week's Weekly Insights: -Resources: Focus On…


Share Market Necessity: Know Thyself

Mar 08 2017

Share Market Necessity: Know Thyself By Rudi Filapek-Vandyck, Editor FNArena In this week's Weekly Insights: -History, Our Guide: Third FOMC…


February Reports: Ultimate Polarisation

Mar 01 2017

In this week's Weekly Insights: -February Reports: Ultimate Polarisation -Investor Sentiment On A High -If History Repeats: The Jan-Feb Signal…


Feb Reporting Season: The Interim Verdict

Feb 22 2017

In This Week's Weekly Insights: -Feb Reporting Season: The Interim Verdict -The March S&P Index Shuffle -Fresh Conviction Ideas -Who's Afraid…


Trend Spotting: Natural Skin Care

Feb 15 2017

In this week's Weekly Insights: -Trend Spotting: Natural Skin Care -Gold And Trading Opportunities -Conspiracy: China & Miners' Debt -FNArena's…


Resources Carrying Most Growth Momentum

Feb 08 2017

In This Week's Weekly Insights: -Resources Carrying Most Growth Momentum -Temporarily Out Of Fashion: All-Weather Performers -Count Down To New…


The Market’s Changing Narrative

Dec 07 2016

In this week’s Weekly Insights:

– The Market’s Changing Narrative
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV


Aussie Banks And The Yield Trade

Nov 30 2016

In this week’s Weekly Insights:

– Aussie Banks And The Yield Trade
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV


The Return Of Growth

Nov 23 2016

In this week’s Weekly Insights:

– The Return Of Growth
– Fool’s Gold? Know Thy Enemy!
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV


How To Make Uncertainty And Volatility Great Again

Nov 16 2016

In this week’s Weekly Insights:

– How To Make Uncertainty And Volatility Great Again
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV