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 Interviews Harry Dent

A whirlwind interview with Harry Dent, former uber-bull on Wall Street who nowadays predicts the crash of all crashes, while at the same time offering investors post-crash optimism

Oct 23 2020

Rudi’s View: Quality & Growth, Confidence & Execution

In this week’s Weekly Analysis: -Quality & Growth: Confidence & Execution-Value Versus Growth – The Chart That Confirms-That Dreadful ASX…

Oct 22 2020

Rudi’s View: Investment Themes In Australia

In this week’s Weekly Insights: -Investment Themes In Australia-Conviction Calls-That Dreadful ASX Website (But Exciting News Ahead for FNArena)-Rudi Talks…

Oct 15 2020

Rudi’s View: Market Momentum Switch, A Messy Affair

In this week’s Weekly Insights: -Market Momentum Switch: A Messy Affair-Conviction Calls-Dividend Traps & Opportunities The Economic Recovery, A Messy…

Oct 08 2020

Rudi's Previous Views

Rudi’s View: Identifying Greatness

Oct 01 2020

Identifying Greatness By Rudi Filapek-Vandyck, Editor FNArena I recently finished reading Good To Great. Why some companies make the leap…

Rudi’s View: All Eyes On November 3

Sep 24 2020

Dear time-conscious investor: US election remains too uncertain to call; a new strategy for dividend-seekers; plus one under-reported record from…

Rudi’s View: Plenty Of Clouds, Diverging Scenarios

Sep 17 2020

In this week’s Weekly Insights: -Plenty Of Clouds, Diverging Scenarios-Conviction Calls Plenty Of Clouds, Diverging Scenarios By Rudi Filapek-Vandyck, Editor FNArena…

Rudi’s View: August 2020 Lifts Price Targets

Sep 10 2020

Dear time-conscious investor: Conviction Calls, stock ideas and investment themes post-August In this week’s Weekly Insights: -August 2020 Lifts Price…

Rudi’s View: August 2020 Fits The Post-2013 Narrative

Sep 03 2020

Dear time-conscious investor: August reporting season has been a positive experience, with multiple new trends and highlights August 2020 Fits…

Rudi’s View: August Reporting Favours Quality & Growth

Aug 27 2020

Dear time-conscious investor: High PE stocks continue to benefit most this month, while one expert is calling for the next…

Rudi’s View: Early Signals From August 2020

Aug 20 2020

Dear time-conscious investor: early signals from reporting season are positive, but it's early days, while institutional investors still like technology…

Rudi’s View: Gold, Conviction Calls & Early Results

Aug 13 2020

Dear time-constraint investor: uncertainty remains, while gold will surprise the many fans, and conviction calls changes ahead of the August…

Rudy’s View: August 2020, Nothing Like The Past

Aug 06 2020

FNArena’s Corporate Results Monitor is keeping track of company results this month: https://www.fnarena.com/index.php/reporting_season/ In this week’s Weekly Insights: -August 2020:…

Rudi’s View: Coming Soon, The August Reporting Season

Jul 30 2020

In this week's Weekly Insights: -Coming Soon: The August Reporting Season-A Deeply Frustrated Fund Manager Coming Soon: The August Reporting…

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Rudi On TV

-Regular appearances on AusbizTV:

-Thursday, noon-1pm, The Call (fortnightly)

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

-Less regular appearances on Spotee on TickerTV and on SwitzerTV

Rudi On Tour In 2020

-webinar CPA SMSF Discussion Group, Sep 16

-webinar ASA, Sep 22

Latest News

1
Today’s Financial Calendar – 27-10-2020

8:15 AM - Daily Market Reports
2
Defining Moment Ahead For Beach Energy?

Oct 26 2020 - Australia
3
Demand Running In BlueScope’s Favour

Oct 26 2020 - Australia
4
US Election & Pandemic Investments – Part I

Oct 26 2020 - Australia
5
Virus Exacerbating Global Inequality, Hunger

Oct 26 2020 - Commodities

Most Popular

1
ESG Focus: Covid, The Aftermath – Part 1

Oct 01 2020 - ESG Focus
2
Next Week At A Glance – 5-9 Oct 2020

Oct 02 2020 - Weekly Reports
3
Material Matters: Bulks, Base Metals & Gold

Oct 08 2020 - Commodities
4
Australian Broker Call *Extra* Edition – Oct 21, 2020

Oct 21 2020 - Daily Market Reports
5
The Overnight Report: But Wait…

Oct 08 2020 - Daily Market Reports
6
Australian Broker Call *Extra* Edition – Sep 30, 2020

Sep 30 2020 - Daily Market Reports