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 Latest Views

Rudi’s View: The Index Is No Longer The Market

Investors might be surprised about the level of similarities between equity markets in the US and domestically, plus fund managers’ favourite ASX stocks

Sep 30 2026

Rudi’s View: Ampol, BlueScope, Evolution, Infratil, Ramelius & More

An update on Best Buys and Conviction Calls in Australia

Sep 24 2026

Rudi’s View: Australia’s Most Unloved Buy-Rated Stocks

A deeper dive in the highest rated, though unloved stocks on the ASX

Sep 23 2026

Rudi’s View: A Market Short On Rewards

Australian equities can be a source of enjoyment and plenty of rewards, but there are other times when share prices simply won’t cooperate with our plans and well-intentioned decisions

Sep 16 2026

Rudi's Previous Views

Rudi’s View: Post-August Stock Picks & Best Buys

Sep 10 2026

Sector analysts have updated key preferences and best buy selections post the August results season

Rudi’s View: Australia Remains Outside The AI Party

Sep 09 2026

Notes and colour on what exactly is going on beneath the surface of the Australian stock exchange

Rudi’s View: Resources, Healthcare & Best Buys

Sep 03 2026

Resources and Healthcare pushed the ASX200 to another positive outcome in August. Analysts have nominated their favourites and Conviction Buys

Rudi’s View: Resilient, But August Fails To Excite

Sep 02 2026

Preliminary assessment of the August results season, with notes, stats and observations

Rudi’s View: August Delivers Soft Guidance, Higher Dividends

Aug 26 2026

A closer look beneath the bonnet of corporate results and share price moves in busy August season

Rudi’s View: Beats, Misses And Early AI Signals

Aug 19 2026

Early signals from August results combine positive outcomes with negative signals. Meanwhile, in the background, AI deployment is advancing

Rudi Interviewed: Bear Market Be Gone

Aug 13 2026

The FNArena Editor shares his views on investing, AI, Australian shares and about what to expect from the August results season

Rudi’s View: Upside Risk In Crowded Shorts

Aug 12 2026

Early observations from early results in Australia. It’s been rather mild, and positive, thus far

Rudi’s View: That’s The Way Markets Crumble

Aug 06 2026

JPMorgan remains bullish on AI and US equities. Plus a line-up of the latest Best Buy nominations and Conviction Calls ahead of August results

Rudi’s View: Final Preparations For August

Aug 05 2026

Expect downgrades, and upside dividend surprises, and day-to-day volatility, plus lots and lots more

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Rudi On TV

-Regular appearances on AusbizTV:

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

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

-Less regular appearances on SwitzerTV

Rudi On Tour In 2024

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

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