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

Conviction Calls, And Middle Class Poverty

May 09 2018

In this week's Weekly Insights (published in two separate parts): -Quality Is Not In A Bubble -Conviction Calls -Middle Class…


Rudi’s View: Credit Corp, Nearmap, And The Banks

Apr 27 2018

In this week's Weekly Insights (this is Part Two): –Outlook 2018: A Complex Equities De-Rating -Slowing Growth, Rising Yields, High…


Outlook 2018: A Complex Equities De-Rating

Apr 26 2018

In this week's Weekly Insights (published in two separate parts): -Outlook 2018: A Complex Equities De-Rating -Slowing Growth, Rising Yields,…


Rudi’s View: IPH, G8 Education, And NextDC

Apr 19 2018

In this week's Weekly Insights (this is Part Two): –Investing In Oil Price Momentum, And Other Twists -Conviction Calls -G8…


Investing In Oil Price Momentum, And Other Twists

Apr 18 2018

In this week's Weekly Insights (published in two separate parts): -Investing In Oil Price Momentum, And Other Twists -Conviction Calls…


Rudi’s View: Ramsay Health Care, Xero And Computershare

Apr 12 2018

In this week’s Weekly Insights (this is Part Two): -Looking For Answers -Conviction Calls -Rudi On TV -Rudi On Tour…


Looking For Answers

Apr 11 2018

In this week's Weekly Insights (published in two separate parts): –Looking For Answers -Conviction Calls –Rudi On TV –Rudi On…


What Chance Of A Big Correction?

Mar 21 2018

In this week's Weekly Insights (published in one single edition this week): -What Chance Of A Big Correction? -No Weekly…


Rudi’s View: Cleanaway Waste, JB Hi-Fi & Boral

Mar 15 2018

In this week's Weekly Insights (this is part two): -Have You Been Paying Attention? -More Snippets Post Feb Reporting Season -Conviction…


Have You Been Paying Attention?

Mar 14 2018

In this week's Weekly Insights (published in two separate parts): -Have You Been Paying Attention? –More Snippets Post Feb Reporting Season…


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.