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: -When Forecasts Are Too High-How Long This Rally?-Quote Of The Week By Rudi Filapek-Vandyck, Editor…

Aug 18 2022

In this week's Weekly Insights: -August Results: First Blood-September Index Rebalancing (Updated)-Conviction Calls-FNArena Talks-Australian Banks Worried (Behind The Curtains) By…

Aug 11 2022


The FNArena Editor was interviewed by Livewire Markets co-founder James Marlay ahead of the August results season in Australia

Aug 10 2022

In this week's Weekly Insights: -The Non-Recession Recession-August Preview: Curve Balls, Profits & Forecasts-Conviction Calls-Focus on Quality-FNArena Talks By Rudi…

Aug 04 2022


Rudi's Previous Views

Rudi’s View: ‘I’m so Bearish, I’m Bullish’

Jul 28 2022

In this week's Weekly insights: -'I'm so Bearish, I'm Bullish'-Corporate Earnings: Between Dr Jekyll & Mr Hyde-Conviction Calls-FNArena Talks By…


Rudi’s Views: Pre-August Observations

Jul 21 2022

In this week's Weekly Insights: -Pre-August Observations-Reporting Season: Early Signals-ASX/S&P Index Rebalance Predictions-Conviction Calls-All-Weather Model Portfolio-FNArena Talks By Rudi Filapek-Vandyck,…


Rudi’s View: Corporate Profits – The Next Challenge

Jul 14 2022

In this week's Weekly Insights: -Corporate Profits – The Next Challenge-Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena Corporate Profits –…


Rudi’s View: Minus 20%

Jul 07 2022

-Are We There Yet?-Minus 20%-Conviction Calls-Asset Classes Over The Decades-FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Are We There Yet?…


Rudi’s View: Balancing Between Opportunity & Risks

Jun 30 2022

In this week's Weekly Insights: -Balancing Between Opportunity & Risks-Conviction Calls-FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Balancing Between Opportunity…


Rudi’s View: Not The Bottom, Not The End

Jun 23 2022

In this week's Weekly Insights: -Not The Bottom, Not The End-Conviction Calls-Research To Download-FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena…


Rudi’s View: Centuria Industrial REIT, Dexus, OZ Minerals, Pro Medicus, ResMed & South32

Jun 16 2022

By Rudi Filapek-Vandyck, Editor FNArena This week I find myself wedged in between a public holiday and two presentations on…


Rudi’s View: Woodside, Webjet, Lendlease, Goodman Group & The Lottery Corp

Jun 09 2022

In this week's Weekly Insights: -Recession? The Other Type-Here Endeth The Housing Bull Market-Dividends For Mum?-Conviction Calls-FNArena Talks-Behind The Curve…


Rudi’s View: Quo Vadis, Corporate Profits?

Jun 02 2022

In this week's Weekly Insights: -Quo Vadis, Corporate Profits?-Conviction Calls-FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Quo Vadis, Corporate Profits?…


Rudi’s View: Don’t Fight The Fed

May 26 2022

In this week's Weekly Insights: -Don't Fight The Fed-Beware The Bear!-The Quote-Conviction Calls-Rudi Talks-Recent Weekly Insights To (Re)Read By Rudi…


Rudi On TV

-Regular appearances on AusbizTV:

-Thursday, around 11am, talking Brokers Call (weekly)

-Less regular appearances on SwitzerTV

Rudi On Tour In 2021

Online seems the way to go, for the time being.