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: Low Expectations Not Low Enough?

Jul 19 2023

In this week's Weekly Insights: -Master & Servants; Bonds vs Equities-Earnings Forecasts: Low Expectations Not Low Enough?-Conviction Calls & Best…


Rudi’s View: FY23 Returns – Details Matter

Jul 12 2023

In this week's Weekly Insights: -Earnings Forecasts: Slip Slidin' Away-FY23 Returns: Details Matter-Small Caps In Focus By Rudi Filapek-Vandyck, Editor…


Rudi’s View: ANZ Bank, APA, CSL, Pilbara Minerals, Suncorp & South32

Jul 05 2023

In This Week's Weekly Insights: -A Dozen Insights For FY24-El Nino And Insurers-When Quality Goes Missing-Conviction Calls & Best Ideas…


Rudi’s View: Which Stocks To Buy?

Jun 28 2023

In this week's Weekly Insights: -Forecasts Under Pressure-Which Stocks To Buy? By Rudi Filapek-Vandyck, Editor Forecasts Under Pressure And when…


Rudi’s View: Keep Your Focus On What Matters

Jun 21 2023

In this week's Weekly Insights: -Keep Your Focus On What Matters-Conviction Calls & Best Ideas-FNArena Talks By Rudi Filapek-Vandyck, Editor…


Rudi’s View: Bull, Bear & Bubble; AI Is The New Kingmaker

Jun 07 2023

In This Week's Weekly Insights: -Bull, Bear & Bubble; AI Is The New Kingmaker-No Weekly Insights Next Week-Undiscovered Jewel –…


Rudi’s View: A Lesson In Quality, And Investing

May 31 2023

By Rudi Filapek-Vandyck, Editor As investors, we all like to snap up a cheap bargain. But the truth is, cheaply…


Rudi’s View: Aristocrat, BHP, Qantas & Westpac

May 25 2023

Investment and portfolio strategists’ Best Ideas and Conviction Buys


Rudi’s View: Dissecting The Next Share Market Rally

May 24 2023

By Rudi Filapek-Vandyck, Editor Dissecting The Next Share Market Rally Despite all the ups and downs, the noise, the tribulations,…


Rudi’s View: US Recession Debate Is Tightening

May 17 2023

In Weekly Insights this week: -US Recession Debate Is Tightening-FNArena Talks-Australian Banks; One Chart By Rudi Filapek-Vandyck, Editor FNArena US…


Rudi On TV

-Regular appearances on AusbizTV:

-Twice each month on The Call, noon-1pm

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

-Less regular appearances on SwitzerTV

Rudi On Tour In 2023

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