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

Value Versus Growth – The Uncomfortable Truth

May 30 2018

In this week's Weekly Insights (published in two parts: -Value Versus Growth – The Uncomfortable Truth -Conviction Calls (1) -Compare…


Rudi’s View: Housing Finance Growth, The Australian Canary?

May 24 2018

In this week's Weekly Insights (this is Part Two): -Crude Oil, The One To Watch -FIIG High Yield Conference: Get…


Crude Oil, The One To Watch

May 23 2018

In this week's Weekly Insights: -Crude Oil, The One To Watch -FIIG High Yield Conference: Get Ready -Housing Finance Growth,…


Aussie Banks & Unintended Consequences

May 16 2018

In this week's Weekly Insights: -Aussie Banks & Unintended Consequences -Conviction Calls -Rudi Talks -Rudi On TV -Rudi On Tour…


Rudi’s View: Quality Is Not In A Bubble

May 10 2018

In this week's Weekly Insights (this is Part Two): -Quality Is Not In A Bubble -Conviction Calls -Middle Class Poverty?…


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 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.