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: 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’s View: Telstra, CSL, Xero & Charter Hall

Apr 09 2021

In today's update: -The Iron Ore Riddle Solved-Not Giving Up On Technology-Morgans: Be Active, Take Advantage-The Dividend Disconnect-Canaccord's Model Portfolios-FNArena…


Rudi’s View: CSL, The Answers

Apr 01 2021

In Weekly Insights this week: -CSL, The Answers-Research To Download CSL, The Answers By Rudi Filapek-Vandyck, Editor FNArena Since listing…


Rudi’s View: Investing In 2021 – The World Upside Down

Mar 25 2021

In this week's Weekly Insights: -Banks: Bonds & Yields Versus Targets & Valuations-Investing In 2021: The World Upside Down-Pharma &…


Rudi’s View: Are Australian Banks Back As An Indicator?

Mar 18 2021

Are Australian Banks Back As An Indicator? By Rudi Filapek-Vandyck, Editor FNArena Pre-extreme market polarisation, I had developed my own…


Rudi’s View: Qantas, AMP, Infomedia And Lovisa

Mar 12 2021

Favourite theme-exposures and sector top picks from stockbrokers post the February reporting season


Rudi’s View: Will The Fed Tame The Beast?

Mar 11 2021

In today's Weekly Insights: -Will The Fed Tame The Beast?-Conviction Calls-FNArena Talks Will The Fed Tame The Beast? By Rudi…


Rudi’s View: A February For The Record Books

Mar 04 2021

A February For The Record Books By Rudi Filapek-Vandyck, Editor FNArena It has been a while since a corporate results…


Rudi’s View: A Supercycle In Dividends

Feb 25 2021

In this week's Weekly Insights: -February 2021: Banks Are Back!-A Supercycle In Dividends-Best Set Of Numbers In A Decade-The Market…


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 Connect and on SwitzerTV

Rudi On Tour In 2021

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