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: 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…

Early Beginnings Not AbFab

Aug 15 2018

In this week's Weekly Insights: -Early Beginnings Not AbFab -September Index Changes -Conviction Calls -Rudi Talks – Uncomfortable Truths About…

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Rudi On TV

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

-Monday 1-2pm (first one in 2019 will be on January 21)

Rudi On Tour In 2019

-AIA Melbourne, January 29

-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 and ASA, Perth, WA, October 1

Latest News

1
GWA To Further Tap Renovations Market

Dec 18 2018 - Australia
2
JB Hi-Fi Looking Vulnerable

Dec 18 2018 - Technicals
3
Do You Keep The Faith Or Cash Up?

Dec 18 2018 - FYI
4
Uranium Week: Playing To Script

Dec 18 2018 - Weekly Reports
5
The Overnight Report: Technical Problems

Dec 18 2018 - Daily Market Reports

Most Popular

1
Afterpay Not Looking Bullish

Nov 27 2018 - Technicals
2
Rudi’s View: ‘Cheap’ Banks, Slowing China, High Volatility

Dec 07 2018 - Rudi's View
3
Uranium Week: Volumes Surge

Dec 04 2018 - Weekly Reports
4
Uranium Week: Cold War

Nov 27 2018 - Weekly Reports
5
Medibank Soldiers On Despite Garrison Loss

Nov 20 2018 - Australia
6
Rudi’s View: All-Weather Portfolio Considerations

Nov 30 2018 - Rudi's View