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

This Could Be The Start Of Something Different

Oct 25 2018

In this week's Weekly Insights: -This Could Be The Start Of Something Different -Digital Advice – The New Frontier -Rudi…


Rudi’s View: Macquarie, Aristocrat Leisure And Emeco

Oct 18 2018

In this week's Weekly Insights (this is Part Two): –Out With The Garbage –Change: Rudi On TV -Zimbabwe on Top…


Out With The Garbage

Oct 17 2018

In this week's Weekly Insights (published in two parts): -Out With The Garbage -Change: Rudi On TV -Zimbabwe on Top…


Rudi’s View: Ausdrill, Lynas, IPH ltd And Noni B

Oct 11 2018

In this week's Weekly Insights (published in two parts): -Investing Used To Be So Much Easier –Conviction Calls –Rudi On…


Investing Used To Be So Much Easier

Oct 10 2018

In this week's Weekly Insights (published in two parts): –Investing Used To Be So Much Easier -Conviction Calls –Rudi On…


Rudi’s View: All-Weather Model Portfolio

Oct 04 2018

Last week a reader sent through the questions regarding the FNArena/Vested Equities All-Weather Model Portfolio. I have decided to share my response with a broad audience as I think many more might be interested.


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 On TV

Scheduled weekly appearance on Your Money

-Monday noon-2pm

Rudi On Tour In 2019

-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 National Conference, Gold Coast, Qld, 28-31 July

-AIA and ASA, Perth, WA, October 1