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: Macquarie, Aristocrat Leisure And Emeco

In this week's Weekly Insights (this is Part Two): –Out With The Garbage –Change: Rudi On TV -Zimbabwe on Top…

Oct 18 2018

Out With The Garbage

In this week's Weekly Insights (published in two parts): -Out With The Garbage -Change: Rudi On TV -Zimbabwe on Top…

Oct 17 2018

Rudi’s View: Ausdrill, Lynas, IPH ltd And Noni B

In this week's Weekly Insights (published in two parts): -Investing Used To Be So Much Easier –Conviction Calls –Rudi On…

Oct 11 2018

Investing Used To Be So Much Easier

In this week's Weekly Insights (published in two parts): –Investing Used To Be So Much Easier -Conviction Calls –Rudi On…

Oct 10 2018

Rudi's Previous Views

Rudi’s View: All-Weather Model Portfolio

Oct 04 2018

Last week a reader sent through the questions regarding the FNArena/Vested Equities All-Weather Model Portfolio. I have decided to share my response with a broad audience as I think many more might be interested.

Rudi’s View: Ten Years On, The World Is Still Turning

Oct 03 2018

Ten Years On, The World Is Still Turning By Rudi Filapek-Vandyck, Editor FNArena Ten years on from the largest and…

Quality vs Value, Bond Yields vs Global Growth

Sep 26 2018

In this week's Weekly Insights: –Quality vs Value, Bond Yields vs Global Growth –Aged Care: A Royal Disaster Foretold –Rudi…

Rudi’s View: IOOF, Amcor And Japara Healthcare

Sep 20 2018

In this week's Weekly Insights (this is Part Two): -It's Different This Time, Not A Bubble –August Reporting Season: The…

It’s Different This Time, Not A Bubble

Sep 19 2018

In this week's Weekly Insights (published in two parts): –It's Different This Time, Not A Bubble -August Reporting Season: The…

Rudi’s View: Lynas, Noni B And Citadel Group

Sep 13 2018

In this week's Weekly Insights (this is Part Two): –Momentum Change: Don't Panic –August Reporting Season: The Final Snippets –Conviction…

Momentum Change: Don’t Panic

Sep 12 2018

In this week's Weekly Insights (published in two parts): -Momentum Change: Don't Panic -August Reporting Season: The Final Snippets -Conviction…

August 2018 Reporting Season: The Final Verdict

Sep 05 2018

In this week's Weekly Insights: -August 2018 Reporting Season: The Final Verdict –September Index Changes -Rudi On TV -Rudi On…

August Results Thus Far: Less ‘Misses’ Are A Positive

Aug 29 2018

In this week's Weekly Insights: -August Results Thus Far: Less 'Misses' Are A Positive -Rudi On TV -Rudi On Tour August…

August Results Thus Far: Quality, Costs And Dividends

Aug 22 2018

In this week's Weekly Insights: -August Results Thus Far: Quality, Costs And Dividends -Rudi In The Australian -Rudi On TV…

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Rudi On TV

Scheduled weekly appearance on Your Money (formerly known as Sky News Business)

-Monday 1-2pm

Rudi On Tour In 2018

-ATAA presentation Sydney, NSW on 18 October

-AIA Celebrity Lunch, Brisbane, on November 3

Latest News

1
Weekly Top Ten News Stories

Oct 19 2018 - Weekly Reports
2
SMSFundamentals: ETFs Reach A Milestone

Oct 19 2018 - SMSFundamentals
3
Next Week At A Glance

Oct 19 2018 - Weekly Reports
4
Focus Turns To OZ Minerals’ Growth Options

Oct 19 2018 - Australia
5
The Wrap: EVs, US Construction And Oz Banks

Oct 19 2018 - Weekly Reports

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The World Needs Nuclear Energy For EVs

Sep 21 2018 - Commodities
2
ASX200: Bad Signs

Oct 15 2018 - Technicals
3
Uranium Week: Another One Bites The Dust

Sep 25 2018 - Weekly Reports
4
Rudi’s View: All-Weather Model Portfolio

Oct 04 2018 - Rudi's View
5
Uranium Week: Trade Uncertainty

Oct 09 2018 - Weekly Reports
6
Rudi’s View: Ausdrill, Lynas, IPH ltd And Noni B

Oct 11 2018 - Rudi's View