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: A February Full Of Promise

Feb 12 2021

In Part II of this week's Weekly Insights: -A February Full Of Promise-Dividends Are Back-Strong, Stronger & Strongest – Consumer…


Rudi’s View: February Feeding Market Optimism

Feb 11 2021

Weekly Insights this week will be published in two parts because FNArena is organising a webinar on Monday evening (see…


Rudi’s View: February – Reason For Optimism

Feb 04 2021

In this week's Weekly Insights: -And Off We Go…-When Dumb Money Is Savvy, And Smart Money Is Not-A Lesson From…


Rudi’s View: Why Worry?

Jan 28 2021

In this week's Weekly Insights: -Why Worry?-Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena Why Worry? As reported in earlier updates,…


Share Market Outlook 2021: Swings & Roundabouts

Jan 21 2021

In today's Weekly Insights (the first in 2021): -Share Market Outlook 2021: Swings & Roundabouts-Conviction Calls By Rudi Filapek-Vandyck, Editor…


Rudi’s View: All Eyes On US Treasuries

Jan 13 2021

The FNArena Editor explains why a rise in bond yields matters, and why/how higher yields impact on equities


Rudi’s View: My Concern And Conviction Calls

Jan 11 2021

As market sentiment remains positive, maybe this year’s biggest threats are excessive optimism and rising bond yields?


Rudi’s View: TechnologyOne Questions Answered

Dec 08 2020

My recent story on TechnologyOne has generated a number of questions from investors, both about the shares in particular (“would you be buying now?”) as well as more generalised questions about portfolio maintenance and management (“when do we sell?”)


Rudi’s View: Brambles, Orica, Reece and… Tesla

Dec 04 2020

In today's story: -Index Changes: One More Time-Secular Growth, With Conviction-Conviction Calls-Rudi Talks-Research Reports To Download By Rudi Filapek-Vandyck, Editor…


Rudi’s View: ‘Be Respectful Of The Past’

Dec 03 2020

Dear time-conscious investor: Share price volatility does not equal risk, and this week's All-Weather Stock proves exactly that In this…


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.