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 Times They Are A-Changing (?)

Is today’s extreme polarisation simply the result of changing financial markets?

May 07 2026

Rudi’s View: AI, The Great Market Divider

Momentum in corporate profits locally is sharply different from the US, and today’s Fourth Industrial revolution goes a long way explaining it

May 06 2026

Rudi’s View: Stagflation, No Recession

As the world remains confident the situation in the Middle East will be resolved, Australia feels the pain

Apr 30 2026

Rudi’s View: More Downgrades Are Coming

Today’s share market might be most at risk from earnings disappointments, not so much of over-valuation

Apr 29 2026

Rudi's Previous Views

Rudi’s View: Best Buys & Conviction Calls

Apr 23 2026

Conviction Buys and sector favourites; for those investors looking to amend strategies and portfolio exposures

Rudi’s View: The Risk Of Disappointment

Apr 22 2026

Profit warnings are arriving for Australian investors. This type of risk is unlikely to subside when the war ends (hopefully soon)

Rudi’s View: Trump’s Circus & Technology’s Brave New World

Apr 09 2026

Underneath the Middle East quagmire, the world is changing and ASX technology stocks are at the centre of tomorrow’s new landscape

Rudi’s View: Strategists Touting Opportunities

Apr 02 2026

Share market strategists are looking beyond the short-term, as the war in Iran is not expected to last beyond month’s end

Rudi’s View: Don’t Mistake Orderly for Safety

Apr 01 2026

I bet you’re all tired of the war, but this too shall pass, eventually

Rudi’s View: Make Today’s Crisis Your Opportunity

Mar 25 2026

Don’t get mad, or frustrated, get even. Turn this crisis in an opportunity to upgrade your portfolio and strategy

Rudi’s View: Top Picks & Conviction Buys

Mar 19 2026

Top calls and sector favourites from strategists and analysts for when better times arrive for Australian equities

Rudi’s View: Oil, Inflation, Growth & Stagflation

Mar 18 2026

2026 is not a repeat of the 1970s, but the longer global oil supply remains interrupted, the more financial markets will start focusing on its impact on global growth

Rudi’s View: Post-February Conviction Calls

Mar 12 2026

Conviction Buys and sector favourites post the February results season in Australia (including those best to avoid)

Rudi’s View: TACO Time?

Mar 11 2026

Are we there yet? From here on onward, that question is on traders and fund managers’ mind

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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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