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: -Trend Is Turning For Corporate Profits-No Weekly Insights Next Week-FNArena Talks-AusbizTV By Rudi Filapek-Vandyck, Editor FNArena…

May 12 2022

In this week's Weekly Insights: -A Bear Market Anomaly That Confuses-Australia; The Peak Is in!-The World Is Changing-June Index Changes-Rudi…

May 05 2022


In this week's Weekly Insights: -Growing Risk Is The Message-CSL: Back To $335, And Beyond-Conviction Calls By Rudi Filapek-Vandyck, Editor…

Apr 28 2022

In this week's Weekly Insights: -Market Sentiment And Warning Signals-What's With Liquidity?-Conviction Calls-FNArena Talks-Rudi Presents By Rudi Filapek-Vandyck, Editor FNArena…

Apr 21 2022


Rudi's Previous Views

Rudi’s View: Peter’s Portfolio Reviewed

Apr 13 2022

Peter's Portfolio Reviewed By Rudi Filapek-Vandyck, Editor FNArena Occasionally I am being asked to cast my eye over someone's investment…


Rudi’s View: Real Market Support Is Invisible

Apr 07 2022

In this week's Weekly Insights: -Real Market Support Is Invisible-Conviction Calls-All-Weathers: Steadfast Group-At The AIA Conference-Presentations in April-AusbizTV By Rudi…


Rudi’s View: Preparing For August

Mar 24 2022

In this week's Weekly Insights: -Preparing For August-Conviction Calls-Research To Download-No Weekly Insights Next Week By Rudi Filapek-Vandyck, Editor FNArena…


Rudi’s View: Double Your Protection

Mar 17 2022

In this week's Weekly Insights: -Double Your Protection-Conviction Calls & (More) Post-Reporting Season Notes By Rudi Filapek-Vandyck, Editor FNArena Double…


Rudi’s View: Risk Is Tangible, And On The Rise

Mar 10 2022

In this week's Weekly Insights: -Risk Is Tangible, And On The Rise-Conviction Calls & Post-Reporting Season Notes By Rudi Filapek-Vandyck,…


Rudi’s View: Too Many Distractions From Corporate Results

Mar 03 2022

In this week's Weekly Insights: -Too Many Distractions From Corporate Results-All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor FNArena Too Many…


Rudi’s View: More Beats Than Misses

Feb 24 2022

In this week's Weekly Insights: -More Beats Than Misses-(Other) Expert Voices By Rudi Filapek-Vandyck, Editor FNArena More Beats Than Misses…


Rudi’s View: 2022, The Big Adjustment

Feb 17 2022

In this week's Weekly Insights: -2022, The Big Adjustment-February Reporting Season – Predictions & Forecasts-Conviction Calls-FNArena Talks By Rudi Filapek-Vandyck,…


Rudi’s View: February Results; Macro, Traps And Opportunities

Feb 10 2022

In this week's Weekly Insights: -February Results: Macro, Traps And Opportunities-Conviction Calls-Index Changes By Rudi Filapek-Vandyck, Editor FNArena February Results:…


Rudi’s View: February Looks Tricky

Feb 03 2022

In this week's Weekly Insights: -February Looks Tricky-Conviction Calls-FNArena Talks February Looks Tricky By Rudi Filapek-Vandyck, Editor FNArena 2022 is…


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.