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

Late April 2019: Selected Charts

May 02 2019

In this week's Weekly Insights: -Late April 2019: Selected Charts -Orora And Xero -Rudi On TV -Rudi On Tour -Rudi…


Everybody Is Waiting…

Apr 18 2019

In this week's Weekly Insights: -Everybody Is Waiting… -No Weekly Insights Next Week -CSL Challenge: Market Share & Margins -Conviction…


Rudi’s View: Retail REITs, Resources, And Lynas

Apr 12 2019

In this week's Weekly Insights (this is Part Two): -Cautious, Cashed Up, Looking For Direction -Not The End, Says Prudential…


Cautious, Cashed Up, Looking For Direction

Apr 11 2019

In this week's Weekly Insights (published in two parts): –Cautious, Cashed Up, Looking For Direction -Not The End, Says Prudential…


The Art Of Selling Non-Performing Stocks

Apr 04 2019

In this week's Weekly Insights: -The Art Of Selling Non-Performing Stocks -Conviction Calls -Have Your Say – The CSL Challenge…


Bonds Are Crying Wolf

Mar 28 2019

In this week's Weekly Insights: -Bonds Are Crying Wolf -Conviction Calls -CSL Challenge: The Real Challenge Is Inside Us -Have…


Rudi’s View: Banks, Cimic, Coles, And PWR Group

Mar 22 2019

In this week's Weekly Insights (this is Part Two): -Central Banks Keep The Worries Away –BC *Extra* Puts Small Caps…


Central Banks Keep The Worries Away

Mar 21 2019

In this week's Weekly Insights (published in two parts): –Central Banks Keep The Worries Away -BC *Extra* Puts Small Caps…


Rudi’s View: Noni B, Nanosonics, And Webjet

Mar 08 2019

In this week's Weekly Insights (this is Part Two): -Reporting Season: Reality Versus Sentiment -Conviction Calls -Aussie Banks & Market…


Reporting Season: Reality Versus Sentiment

Mar 07 2019

In this week's Weekly Insights (published in two parts): -Reporting Season: Reality Versus Sentiment -Conviction Calls -Aussie Banks & Market…


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.