Rudi's 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: 2021, The Year Of Doubt

Jun 24 2021

In this week's Weekly Insights: -2021, The Year Of Doubt-Conviction Calls-Research To Download 2021, The Year Of Doubt By Rudi…

Rudi’s View: Goodman Group, CBA And Tyro Payments

Jun 10 2021

In this week's  Weekly Insights: -A Seismic Shift-Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena  A Seismic Shift If you are…

Rudi’s View: How To Protect Against Inflation

Jun 03 2021

In this week's Weekly Insights: -How To Protect Against Inflation-Tech Might Require More Patience-S&P June Index Rebalancing-Conviction Calls-Research To Download-Morgans…

Rudi’s View: Investing In Quality & Growth; A Journey

May 27 2021

This story contained a mathematical error when mailed out to subscribers late on Monday. That error has been corrected in…

Rudi’s View: Collins Foods, Rio Tinto and Aurizon

May 20 2021

In this week's Weekly Insights: -June Index Rebalancing-Inflation Is The 2021 Grand Debate-Conviction Calls-Research To Download By Rudi Filapek-Vandyck, Editor…

Rudi’s View: Back To Pre-Covid Forecasts

May 13 2021

In this week's Weekly Insights: -Back To Pre-Covid Forecasts-Conviction Calls-Research To Download-All-Weather Stocks: My Research & The Model Portfolio By Rudi…

Rudi’s View: The Trend Remains Up

May 06 2021

In this week's Weekly Insights: -The Trend Remains Up-CSL Optimism Creeping Back In-Conviction Calls-FNArena Talks-Research To Download By Rudi Filapek-Vandyck,…

Rudi’s View: Analysts Versus Pessimists, The Battle Royale Of 2021?

Apr 29 2021

In this week's Weekly Insights: -Analysts Versus Pessimists: The Battle Royale Of 2021?-Icarus Explained: Charter Hall-Conviction Calls-Research To Download By…

Rudi’s View: More Upgrades, More Potential For Aussie Shares

Apr 22 2021

More Upgrades, More Potential For Aussie Shares By Rudi Filapek-Vandyck, Editor FNArena Back in early 2011, something odd was happening…

Rudi’s View: Inflation?

Apr 15 2021

In this week's Weekly Insights: -Inflation?-A Golden 'Value' Opportunity-One Giant Data Leap Forward For FNArena-Research To Download Inflation? By Rudi…

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.