Rudi's Views

Rudi's Latest Views
Update on expert views, favourite stocks and Top Picks post the August results season in Australia
Sep 18 2025
In today’s update:
-US Equities not over-valued (!?)
-Question received about CSL
-Question received about Macquarie Technology
-Question whether expansion into the US is a graveyard for corporate Australia
Sep 11 2025
Making sense out of August performances by corporate Australia through a broader, macro lens
Sep 10 2025
In today’s update:
-Another August Record: Volatility!
-Greenshoots For Resi
-A-REITs Are Winners
-Gold Bull Awakens
-No Change At Morgan Stanley
-Healthcare Needs A Cure
Sep 04 2025
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.
Latest News
1 |
ASX Winners And Losers Of Today – 18-09-25Sep 18 2025 - Daily Market Reports |
2 |
Rudi’s View: Coles, GemLife, Harvey Norman, Lynas, Orica, Reece, Seek & MoreSep 18 2025 - Rudi's View |
3 |
Stock Market News: How to Use It To Make Better Investment DecisionsSep 18 2025 - FYI |
4 |
OpenAI: Tech Boom, Bubble & DisruptionSep 18 2025 - International |
5 |
The Short Report – 18 Sep 2025Sep 18 2025 - Weekly Reports |