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

Resources Carrying Most Growth Momentum

Feb 08 2017

In This Week's Weekly Insights: -Resources Carrying Most Growth Momentum -Temporarily Out Of Fashion: All-Weather Performers -Count Down To New…

The Market’s Changing Narrative

Dec 07 2016

In this week’s Weekly Insights:

– The Market’s Changing Narrative
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV

Aussie Banks And The Yield Trade

Nov 30 2016

In this week’s Weekly Insights:

– Aussie Banks And The Yield Trade
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV

The Return Of Growth

Nov 23 2016

In this week’s Weekly Insights:

– The Return Of Growth
– Fool’s Gold? Know Thy Enemy!
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV

How To Make Uncertainty And Volatility Great Again

Nov 16 2016

In this week’s Weekly Insights:

– How To Make Uncertainty And Volatility Great Again
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV

This Too Shall Pass

Nov 09 2016

In this week’s Weekly Insights:

– This Too Shall Pass
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV

How Long The Buyers’ Strike?

Nov 02 2016

In this week’s Weekly Insights:

– How Long The Buyers’ Strike?
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV

Opportunity Comes With Patience

Oct 26 2016

Opportunity Comes With Patience

In this week’s Weekly Insights:

– IPO Monitor
– Opportunity Comes With Patience
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV

Crude Oil, The New Fool’s Gold?

Oct 19 2016

In this week’s Weekly Insights:

– Cautious Seems Best
– Crude Oil, The New Fool’s Gold?
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV

Recurring Themes

Oct 12 2016

In this week’s Weekly Insights:

– Recurring Themes
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV

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.

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