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

Market Rotation? It’s Complicated

Nov 07 2019

Dear time-poor reader: why is the Value rotation not working so well in Australia? Plus Conviction Calls and the Fortescue…


On Dividend Alert

Oct 31 2019

The story below was written on invitation by the Australian Shareholders' Association (ASA) and was published in this month's edition…


25 Years CSL: What Can We Learn?

Oct 24 2019

Dear time-poor reader: what can investors learn from 25 years of CSL on the ASX? In this week's Weekly Insights:…


Rudi’s View: Uncorrelated Yield & More Conviction Calls

Oct 18 2019

Dear time-poor reader: more research on ASX-listed uncorrelated yield options, and more Conviction Calls from stockbrokers. In this week's Weekly Insights…


Does (Lack Of) Substance Mean (Lack Of) Momentum?

Oct 17 2019

Dear time-poor reader: the real question to ask might not be what is the outlook for equities, but rather for…


Rudi’s View: MNF, REA Group & Afterpay Touch

Sep 27 2019

In this week's Weekly Insights (this is Part Two): -Market Rotations Are Not The Key Message -No Weekly Insights For…


Market Rotations Are Not The Key Message

Sep 26 2019

Dear time-poor reader: global strategists at Citi suggest rotations between "Value" and "Growth" stocks will not last long, and I…


Rudi’s View: Dividend Cuts, They Are Coming

Sep 20 2019

A closer examination of analysts’ forecasts post the disappointing August reporting season in Australia suggests dividend cuts are on the increase, with plenty more to come.


Bonds Add To Uncertainty

Sep 19 2019

Dear time-poor investor: an assessment whether the bond market induced momentum switch for equities spells more trouble ahead? In this…


Rudi’s View: Rotation Anxiety & Conviction Buys

Sep 13 2019

Dear time-poor reader: updates on stockbrokers' Conviction Calls plus extra updates post the August reporting season In this week's Part Two…


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.