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: No Time For Over-Confidence

Apr 16 2020

Dear time-poor reader: how much longer can this rally continue and what are the internal signals? No Time For Over-Confidence…

Rudi’s View: Cheap Quality & Conviction Calls

Apr 10 2020

Dear time-poor reader:  Cheap Quality stocks and Conviction Calls for (re)building portfolios In today's Rudi's View: -Joke Of The Day-Higher,…

How Deep, How Long, How Far?

Apr 09 2020

Dear time-poor reader: market analysts and strategists are trying to assess how deep the covid-19 damage will be, and for…

Rudi’s View: Bear Market Observations

Apr 03 2020

Dear time-poor investor: better prepare for significant dividend reductions, and more negative news from oil, covid-19 and the USA In…

How To Survive The 2020 Bear Market?

Apr 02 2020

Dear time-poor reader: A guide to help investors make the most of this year's Bear Market Joke Of The Week…

Rudi’s View: Global Recession Is Next

Mar 27 2020

Dear time-poor reader: behind covid-19 lurks a global recession. You should start preparing now In today's Rudi's View: -Cum Laude-Investors…

Rudi’s View: Things To Watch, Expect, And Avoid

Mar 26 2020

Dear time-poor reader: this Grand Bear Market isn't done growling just yet, but maybe a near-term bottom is in sight?…

Rudi’s View: Covid-19 Exposing Our Weaknesses

Mar 23 2020

On Saturday and Sunday FNArena Editor Rudi Filapek-Vandyck shared his insights with FNArena subscribers about covid-19 in Australia and abroad

Rudi’s View: All-Weather Stocks & Cash

Mar 19 2020

Dear time-poor reader: this Bear Market is changing the world, literally, in front of our eyes In This Week's Weekly…

Rudi’s View: The Bear Market That Changes The World

Mar 17 2020

Late on Monday, FNArena Editor Rudi Filapek-Vandyck sent out his Weekly Insights email to FNArena subscribers. In it, he describes…

Rudi On TV

-Regular appearances on AusbizTV:

-Thursday, noon-1pm, The Call (fortnightly)

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

-Less regular appearances on Spotee on TickerTV and on SwitzerTV

Rudi On Tour In 2020

Nothing planned for the time being