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: Telstra, Iress, NextDC And That Grand Delusion

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…

Sep 23 2021

Rudi’s View: Appreciating The Mighty All-Weathers

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,…

Sep 16 2021

Rudi’s View: Investment Themes For The Year Ahead

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…

Sep 09 2021

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

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

Sep 02 2021

Rudi's Previous Views

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 Interviewed: 2021 Dynamics Are Different

Aug 13 2021

FNArena Editor Rudi Filapek-Vandyck was recently interviewed by LiveWire Markets’ James Marlay about what to expect from the August reporting season in Australia

Rudi’s View: Early Days, But Plenty Of Signs

Aug 12 2021

In this week's Weekly Insights: -Early Days, But Plenty Of Signs-Not To Be Forgotten: The Bond Market-Conviction Calls-FNArena Talks-All-Weather Model…

Rudi’s View: August Bonanza, But What’s Next?

Aug 05 2021

In this week's Weekly Insights: -August Bonanza, But What's Next?-Conviction Calls-Research To Download By Rudi Filapek-Vandyck, Editor FNArena August Bonanza,…

Rudi’s View: August Results; Anticipation & Trepidation

Jul 29 2021

In this week's Weekly Insights: -August Results: Anticipation & Trepidation-Predicting The Next Index Changes-Conviction Calls-Research To Download-FNArena Talks By Rudi…

Rudi’s View: Covid, Climate Change…Correction?

Jul 22 2021

In this week's Weekly Insights: -Covid, Climate Change… Correction?-Conviction Calls-Win A Book-Research To Download By Rudi Filapek-Vandyck, Editor FNArena Covid,…

Rudi’s View: Is Risk-Off The Message?

Jul 15 2021

In this week's Weekly Insights: -Is Risk-Off The Message?-Conviction Calls-Research To Download By Rudi Filapek-Vandyck, Editor FNArena Is Risk-Off The…

Rudi’s View: The Trend Is Still Our Friend

Jul 08 2021

In this week's Weekly Insights: -The Trend Is Still Our Friend-Conviction Calls-Research To Download The Trend Is Still Our Friend…

Rudi’s View: Time For Quality To Shine

Jul 01 2021

In this week's Weekly Insights: -And Australia's Favourite Sector Is..?-Rising Equities Are Getting Cheaper-Time For Quality To Shine-Gold's Dubious Inflation…

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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 on TickerTV and on SwitzerTV

Rudi On Tour In 2021

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

Latest News

1
Plenty Of Loan Growth For Plenti

Sep 23 2021 - Small Caps
2
Australian Broker Call *Extra* Edition – Sep 23, 2021

Sep 23 2021 - Daily Market Reports
3
The Short Report – 23 Sep 2021

Sep 23 2021 - Weekly Reports
4
Key Brands Providing Upside For Kathmandu

Sep 23 2021 - Australia
5
Rudi’s View: Telstra, Iress, NextDC And That Grand Delusion

Sep 23 2021 - Rudi's View

Most Popular

1
Uranium Week: Record Jump For Uranium Price

Sep 07 2021 - Weekly Reports
2
Pilbara Minerals: Readying Itself

Sep 07 2021 - Technicals
3
Rudi’s View: BHP, Dividends, And Breville Group

Aug 26 2021 - Rudi's View
4
Lithium Market Losing Track Of Fundamentals?

Sep 13 2021 - Commodities
5
Does Altium Represent Value?

Sep 03 2021 - Australia
6
Material Matters: Thermal Coal And Coking Coal

Sep 03 2021 - Commodities