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: 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’s View: Markets Weigh Plenty Of Positives, And Negatives

May 10 2023

By Rudi Filapek-Vandyck, Editor All is not what it appears to be, in particular not in financial markets today. At…


Rudi’s View: RBA Hikes, US Recession, Portfolio Adjustments

May 04 2023

By Rudi Filapek-Vandyck, Editor This week's "surprise" rate hike by the RBA only further strengthened the view of Canaccord Genuity…


Rudi’s View: Seeking Quality & Growth Offshore

May 03 2023

In todays Weekly Insights: -Confession Season… It's Baaaaaack!-Seeking Quality & Growth Offshore By Rudi Filapek-Vandyck, Editor Confession Season… It's Baaaaaack!…


Rudi’s View: Investing In Megatrends (The Other Ones)

Apr 26 2023

In this week's Weekly Insights: -Investing In Megatrends (The Other Ones)-Research To Download-FNArena Talks By Rudi Filapek-Vandyck, Editor Investing In…


Rudi’s View: Bond Market Says Regime Change Is Upon Us

Apr 19 2023

In this week's Weekly Insights: -What's Up, Doc?-Bond Market Says Regime Change Is Upon Us-Banks (Dividends) In Focus-Conviction Calls &…


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.