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

Rudi’s View: CSL, Melbourne IT, Origin Energy

Mar 08 2018

In this week's Weekly Insights (published in two separate parts): -The Battlelines Are Drawn –February 2018 Reporting Season Review -Conviction…


February 2018 Reporting Season Review

Mar 07 2018

In this week's Weekly Insights (published in two separate parts): -The Battlelines Are Drawn -February 2018 Reporting Season Review -Conviction…


Reporting Season, And A Warning

Feb 21 2018

In this week's Weekly Insights (published in one part this week): -Reporting Season, And A Warning -No Weekly Insights Next…


Rudi’s View: RBA Dilemma Between Tight Labour And Debt

Feb 15 2018

In this week's Weekly Insights (this is part two): –Panic Not Invited –Buy Restructuring Stories –Conviction Calls: Wilsons, Macquarie, FNArena's…


Panic Not Invited

Feb 14 2018

In this week's Weekly Insights (published in two separate parts): -Panic Not Invited -Buy Restructuring Stories -Conviction Calls: Wilsons, Macquarie,…


Rudi’s View: Feb ’18 Reporting Season Preview

Feb 08 2018

In this week's Weekly Insights (this is part two): -Extra Service -The Correction We Had To Have -RBA: Waiting For…


The Correction We Had To Have

Feb 07 2018

In this week's Weekly Insights (published in two separate parts): -Extra Service -The Correction We Had To Have -RBA: Waiting…


Tale Of Two Consumer Stocks

Jan 31 2018

In this week's Weekly Insights (first edition of the new year): -Welcome To 2018 -Tale Of Two Consumer Stocks -Conviction…


Rudi’s View: Aristocrat, Newcrest And Carsales

Nov 30 2017

In this week's Weekly Insights (this is part two): -This Is It Folks! -Make Risk Your Friend: Don't Ignore The…


Make Risk Your Friend: Don’t Ignore The Future

Nov 29 2017

In this week's Weekly Insights (published in two separate parts): -This Is It Folks! -Make Risk Your Friend: Don't Ignore…


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.