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: 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’s View: Risks To Consider

Jan 27 2022

In this week's Weekly Insights: -Risks To Consider-Conviction Calls-Backlog In Messages Risks To Consider By Rudi Filapek-Vandyck, Editor FNArena Let's…


Rudi’s View: All-Weather Stocks, Some Answers

Jan 20 2022

FNArena regularly receives questions about my research into All-Weather Performers. An attempt to answer recent questions in bulk.


Rudi’s View: 29Metals, Calix, Chalice Mining, Incitec Pivot, Telstra & Qantas

Jan 13 2022

In today's update: -Conviction Calls-All-Weather Performers-All-Weather Model Portfolio-AIA Conference In March By Rudi Filapek-Vandyck, Editor FNArena Happy New Year, and…


Rudi’s View: FNArena Subscribers’ Feedback

Dec 07 2021

Feedback received from FNArena subscribers throughout 2021


Rudi’s View: 2022 Looks Familiar, Though Not Quite The Same

Dec 02 2021

In this week's Weekly Insights -2022 Looks Familiar, Though Not Quite The Same-December Index Watch-Conviction Calls-Research To Download-FNArena Talks: All-Weathers-Hendrik…


Rudi On TV

-Regular appearances on AusbizTV:

-Thursday, around 11am, talking Brokers Call (weekly)

-Less regular appearances on SwitzerTV

Rudi On Tour In 2021

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