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: That’s The Way Markets Crumble

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

Aug 06 2026

Rudi’s View: Final Preparations For August

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

Aug 05 2026

Rudi’s View: TechOne, Banks & Wesfarmers

In today’s edition: TechOne, Still The Number One; Rio Tinto Opens The August Season; Picking Winners Pre-August; Banks: Expensive, Or Maybe Less So; How To Value The Wesfarmers Quality?

Jul 30 2026

Rudi’s View: The August Earnings Test Is Approaching

With August results approaching, investors better prepare for a spike in share price volatility

Jul 29 2026

Rudi's Previous Views

Rudi’s View: Pre-August Picks In Resources, Retail & Small Caps

Jul 23 2026

Freshly updated stock picked sector favourites, Best Buys and Conviction Calls in Australia

Rudi’s View: All-Weathers In The Age Of Disruption

Jul 22 2026

In an era of significant disruption, everything ‘old’ needs to be questioned and re-assessed, including the concept of All-Weather stocks

Rudi’s View: Small Cap Favourites, AI & More

Jul 16 2026

Freshly updated stock picked sector favourites, Best Buys and Conviction Calls in Australia

Rudi’s View: Telstra’s Premium Under Scrutiny

Jul 15 2026

SpaceX is looking to invade Australian telecom skies. Should Telstra shareholders be worried?

Rudi’s View: July’s Stock Pickers’ Favourites

Jul 09 2026

Freshly updated stock picked sector favourites, Best Buys and Conviction Calls in Australia

Rudi’s View: A-REITs, Banks & Miners

Jul 08 2026

Fresh into the new financial year; a closer look into two of the dominant sectors on the ASX, plus A-REITs

Rudi’s View: Best Buys & Conviction Calls In July

Jul 02 2026

In Today’s Edition: IPO Mania; Not What It Looks Like At Face Value; Picture Of FY26;
Best Buys & Conviction Calls

Rudi’s View: The August Results Test Awaits

Jul 01 2026

Corporate earnings are not everything for share market investors, but they do explain a lot

Rudi’s View: AI To The Rescue

Jun 25 2026

In today’s edition: AI To The Rescue; All-Weather Or Not?; RBC Likes Zip Co

Rudi’s View: This Too Shall Pass, But Markets Are Changing

Jun 24 2026

The past century has witnessed Australian equities turning into the world’s top performers, long term, but that’s not necessarily how local investors perceive it. Especially not in 2026

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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.

Latest News

1
The Market In Numbers – 8 Aug 2026

9:09 AM - Australia
2
ASX Winners And Losers Of Today – 07-08-26

Aug 07 2026 - Daily Market Reports
3
FNArena Corporate Results Monitor – 07-08-2026

Aug 07 2026 - Australia
4
Next Week At A Glance – 10-14 Aug 2026

Aug 07 2026 - Weekly Reports
5
Pinnacle’s FY26 ‘Messy’ But Positive

Aug 07 2026 - Australia

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