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: -The Secret Ingredient-Conviction Calls-Research To Download-All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor FNArena The Secret…

Nov 25 2021

In this week's Weekly Insights: -Managing Risk In Earnings-All-Weather Model Portfolio-Conviction Calls-Research To Download By Rudi Filapek-Vandyck, Editor FNArena Managing…

Nov 18 2021


In this week's Weekly Insights: -Three Risks Into Year-End-Confusing November-Conviction Calls-FNArena Talks-Research To Download By Rudi Filapek-Vandyck, Editor FNArena Three…

Nov 11 2021

This week's edition was written prior to highly anticipated meetings by the RBA locally and the FOMC in the US…

Nov 04 2021


Rudi's Previous Views

Rudi’s View: Australia’s Share Market Sweet Spot

Oct 28 2021

In this week's Weekly Insights: -We Are All Worried-Australia's Share Market Sweet Spot-Conviction Calls-What Works In Australia? By Rudi Filapek-Vandyck,…


Rudi’s View: Adairs, Gentrack, ReadyTech, Macquarie, Qantas And Nufarm

Oct 21 2021

In this week's Weekly Insights: -The Basics Of Portfolio Construction-Jumpin' Jack Flash Lives In The Seventies-Conviction Calls-All-Weather Model Portfolio September…


Rudi’s View: BHP, Codan, Macquarie, Santos And QBE

Oct 14 2021

In this week's Weekly Insights: -Forecasts Are Falling-Conviction Calls-Research To Download By Rudi Filapek-Vandyck, Editor FNArena Forecasts Are Falling As…


Rudi’s View: The Market Has A Carrot

Sep 30 2021

In this week's Weekly Insights: -The Market Has A Carrot-No Weekly Insights Next Week-Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena…


Rudi’s View: Telstra, Iress, NextDC And That Grand Delusion

Sep 23 2021

In this week's Weekly Insights: -Data, Statistics, Indices And… Lies?-The Telstra Turn-Around-Iress Rejected-Share Buybacks And Franking Benefits-NextDC And The Relative…


Rudi’s View: Appreciating The Mighty All-Weathers

Sep 16 2021

In this week's Weekly Insights: -Appreciating The Mighty All-Weathers-Conviction Calls-Research To Download-FNArena Talks Appreciating The Mighty All-Weathers By Rudi Filapek-Vandyck,…


Rudi’s View: Investment Themes For The Year Ahead

Sep 09 2021

In this week's Weekly Insights: -September Blues-Post-August: Five Themes For The Year Ahead-August: The Final Numbers-All-Weathers In August-Conviction Calls-Research To…


Rudi’s View: It’s The End Of The Trend

Sep 02 2021

It's The End Of The Trend By Rudi Filapek-Vandyck, Editor FNArena Investing revolves around numbers. Investors like to focus on…


Rudi’s View: BHP, Dividends, And Breville Group

Aug 26 2021

BHP, Dividends, And Breville Group By Rudi Filapek-Vandyck, Editor FNArena So far, so good. Eight days from the end of…


Rudi’s View: August, It’s A Joke

Aug 19 2021

In this week's Weekly Insights -August: It's A Joke-September Index Reviews-Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena August: It's A…


Rudi On TV

-Regular appearances on AusbizTV:

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

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

-Less regular appearances on Spotee Connect and on SwitzerTV

Rudi On Tour In 2021

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