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 Previous Views

Rudi’s View: Will The Fed Tame The Beast?

Mar 11 2021

In today's Weekly Insights: -Will The Fed Tame The Beast?-Conviction Calls-FNArena Talks Will The Fed Tame The Beast? By Rudi…


Rudi’s View: A February For The Record Books

Mar 04 2021

A February For The Record Books By Rudi Filapek-Vandyck, Editor FNArena It has been a while since a corporate results…


Rudi’s View: A Supercycle In Dividends

Feb 25 2021

In this week's Weekly Insights: -February 2021: Banks Are Back!-A Supercycle In Dividends-Best Set Of Numbers In A Decade-The Market…


Rudi’s View: Yet Another Short Selling Failure

Feb 18 2021

In this week's Weekly Insights: -Yet Another Short Selling Failure-February: Early Days, Full Of Promise-A Different Environment For Dividends-FNArena Webinar…


Rudi’s View: A February Full Of Promise

Feb 12 2021

In Part II of this week's Weekly Insights: -A February Full Of Promise-Dividends Are Back-Strong, Stronger & Strongest – Consumer…


Rudi’s View: February Feeding Market Optimism

Feb 11 2021

Weekly Insights this week will be published in two parts because FNArena is organising a webinar on Monday evening (see…


Rudi’s View: February – Reason For Optimism

Feb 04 2021

In this week's Weekly Insights: -And Off We Go…-When Dumb Money Is Savvy, And Smart Money Is Not-A Lesson From…


Rudi’s View: Why Worry?

Jan 28 2021

In this week's Weekly Insights: -Why Worry?-Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena Why Worry? As reported in earlier updates,…


Share Market Outlook 2021: Swings & Roundabouts

Jan 21 2021

In today's Weekly Insights (the first in 2021): -Share Market Outlook 2021: Swings & Roundabouts-Conviction Calls By Rudi Filapek-Vandyck, Editor…


Rudi’s View: All Eyes On US Treasuries

Jan 13 2021

The FNArena Editor explains why a rise in bond yields matters, and why/how higher yields impact on equities


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.

Currently preparing an online webinar for FNArena subscribers and investors on Monday, Feb 8. More info to follow