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

February Reports: Early Resilience & Big Disappointments

In this week's Weekly Insights: -February Reports: Early Resilience & Big Disappointments -Share Market Outlook: Support & Threats -CSLChallenge: Business…

Feb 21 2019

FOFO In February

In this week's Weekly Insights: -FOFO In February -February Previews: Miners & Energy -Index Changes Afoot -Conviction Calls -Rudi On…

Feb 14 2019

February Reporting Season Preview

In this week's Weekly Insights: –February Reporting Season Preview -Conviction Calls -Between A Graphite Rock And A Hard Place -Rudi…

Feb 07 2019

Rudi’s View: The Year Of Shame (Part 2)

Part Two of Rudi’s View including Byron Wien’s Ten Surprises For 2019, Waiting For February, and the CSL Challenge.

Jan 25 2019

Rudi's Previous Views

Rudi’s View: The Year Of Shame (Part 1)

Jan 24 2019

Part One of Rudi’s View including 2018, The Year Of Shame For Fundies, Conviction Calls, and the CSL Challenge.

Rudi’s View: Join The CSL Challenge

Jan 14 2019

It’s the beginning of a new calendar year and FNArena Editor Rudi Filapek-Vandyck throws his gauntlet into the public arena: who dares to take up the CSL Challenge?

Rudi’s View: ‘Cheap’ Banks, Slowing China, High Volatility

Dec 07 2018

Final update on stockbrokers’ Conviction Calls and Model Portfolio exposures.

Rudi’s View: All-Weather Portfolio Considerations

Nov 30 2018

In this week's Weekly Insights (this is Part Two): -Late Shock: 2018 Is The Annus Horribilis -Outlook 2019: The 'Bear' That…

Outlook 2019: The ‘Bear’ That Keeps On Rolling?

Nov 29 2018

In this week's Weekly Insights (published in two parts): -Late Shock: 2018 Is The Annus Horribilis -Outlook 2019: The 'Bear' That…

Look! It Quacks Like A Duck!

Nov 22 2018

In this week's Weekly Insights: -Look! It Quacks Like A Duck! –Rudi On TV -Rudi On Tour Look! It Quacks…

Rudi’s View: Reliance Worldwide, ResMed, And Equity Trustees

Nov 16 2018

In this week's Weekly Insights (this is Part Two): -Autumn Has Arrived, Plus Seven Quotes -ESG Focus Should Be Yours…

Autumn Has Arrived

Nov 15 2018

In this week's Weekly Insights (published in two parts): -Autumn Has Arrived, Plus Seven Quotes -ESG Focus Should Be Yours…

When Uncertainty Is The Only Certainty

Nov 08 2018

In this week's Weekly Insights: -When Uncertainty Is The Only Certainty -Rudi On Tour When Uncertainty Is The Only Certainty…

What Beyond The Rally?

Nov 01 2018

In this week's Weekly Insights: -What Beyond The Rally? -Rudi Talks -Rudi On Tour What Beyond The Rally? By Rudi…

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Rudi On TV

Scheduled weekly appearance on Your Money

-Monday noon-2pm

Rudi On Tour In 2019

-ASA Inner West chapter, Concord, Sydney, March 12

-ASA Sydney Investor Hour, March 21

-ASA Toowoomba, Qld, May 20

-U3A Investor Group Toowoomba, Qld, May 22

-AIA Adelaide, SA, June 11

-AIA National Conference, Gold Coast, Qld, 28-31 July

-AIA and ASA, Perth, WA, October 1

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S&P500: Breather Due

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Rudi’s View: The Year Of Shame (Part 2)

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Big Gold Run Ahead

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Feb 07 2019 - Rudi's View