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

Rudi’s View: US Equities, CSL, Macquarie Technology, Xero & More

In today’s update:

-US Equities not over-valued (!?)
-Question received about CSL
-Question received about Macquarie Technology
-Question whether expansion into the US is a graveyard for corporate Australia

Sep 11 2025

Rudi’s View: August Results; Standouts, Turnarounds, Failures & Misfits

Making sense out of August performances by corporate Australia through a broader, macro lens

Sep 10 2025

Rudi’s View: Catalyst Metals, Dexus, Neuren, Stockland, ResMed & More

In today’s update:

-Another August Record: Volatility!
-Greenshoots For Resi
-A-REITs Are Winners
-Gold Bull Awakens
-No Change At Morgan Stanley
-Healthcare Needs A Cure

Sep 04 2025

Rudi’s View: A Glass Half-Full Outlook

By Rudi Filapek-Vandyck, Editor A Glass Half-Full Outlook By Rudi Filapek-Vandyck, Editor Dividends included, the Australian share market gained 3.10%…

Sep 03 2025

Rudi's Previous Views

Rudi’s View: Early August Signals & Observations

Aug 20 2025

In this week’s Weekly Insights:

-Early August Signals & Observations
-Next Week
-In preparation of August
-Review All-Weather Model Portfolio

Rudi’s View: BlueScope Steel, IGO, GrainCorp, Pilbara Minerals, Santos & More

Aug 14 2025

In today’s edition:

-FNArena’s August Results Monitor
-What The Experts Are Saying
-Review All-Weather Model Portfolio
-Best Buys & Conviction Calls

Rudi Interviewed: Is August Too Early?

Aug 13 2025

It has become the ‘unofficial’ tradition in recent years: an interview with Livewire Markets ahead of yet another corporate reporting season in Australia.

This a sub-edited transcript from the pre-August results season interview that took place on August 5.

Rudi’s View: AI Updates, Hot Favourites & First August Results

Aug 07 2025

In today’s edition:

-August Updates Are A-Comin’
-The Era Of Polarisation
-Morgan Stanley’s Hot Favourites For August
-Attention Returns To AI Infrastructure
-FNArena Talks
-Review All-Weather Model Portfolio
-Best Buys & Conviction Calls

Rudi’s View: Five Bellwethers For August

Aug 06 2025

In this week’s Weekly Insights:

-Five Bellwethers For August
-A Nasty Surprise From Boss Energy
-Some Changes To Curated Lists
-FNArena Talks

Rudi’s View: Consumer Stocks, Insurers, Telcos & More

Jul 31 2025

Update on expert views and predictions ahead of the August results season in Australia

Rudi’s View: Taking Stock Ahead Of August

Jul 30 2025

In this week’s Weekly Insights:

-A warning from Longview Economics
-Some sage advice from Franklin Equity Group
-Taking Stock Ahead Of August

Rudi’s View: Bega Cheese, Cettire, Harvey Norman, Sigma, SiteMinder & More

Jul 24 2025

In today’s edition:

-Ask FNArena
-Review All-Weather Model Portfolio
-Recent Updates On Expert Views
-Best Buys & Conviction Calls

Rudi’s View: Extreme Bifurcation Ahead Of August

Jul 23 2025

In this week’s Weekly Insights:

-Ask FNArena
-Extreme Bifurcation Ahead Of August
-For Financial Advisors Ready to Make an Impact

Rudi’s View: Aussie Broadband, oOh!media, Paladin Energy, Seek, Xero & More

Jul 17 2025

Update on changes to and revisions of analysts’ Best Ideas and Conviction Calls, as well as Model Portfolio compositions

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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.

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