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

The Future Has Arrived In Australia

Sep 28 2016

 In this week’s Weekly Analysis:

– The Future Has Arrived In Australia
– No Update Next Week
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV


All About Bonds (And Central Banks)

Sep 21 2016

 In this week’s Weekly Analysis:

– All About Bonds (And Central Banks)
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV


September Weakness: More Than Meets The Eye

Sep 14 2016

In this week’s Weekly Insights:

– September Weakness: More Than Meets The Eye
– Rudi On Tour (note change of date)
– Nothing Ever Changes, Or Does It?
– Rudi On TV


August 2016 Reviewed: The Same, The New, The Numbers

Sep 07 2016

In this week’s Weekly Insights:

– August 2016 Reviewed: The Same, The New, The Numbers
– Rudi On Tour (note change of date)
– Nothing Ever Changes, Or Does It?
– Rudi On TV


Cost Reductions Versus Top Line Stasis

Aug 31 2016

 In this week’s Weekly Insights:

– Cost Reductions Versus Top Line Stasis
– Reporting Season: The Final Verdict
– Aged Care: Cheap For A Reason
– Most Highly Rated Stocks
– Rudi On Tour (note change of date)
– Nothing Ever Changes, Or Does It?
– Rudi On TV


August Valuation Conundrum

Aug 24 2016

In this week’s Weekly Insights:

– August Valuation Conundrum
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV


Six Out Of Ten

Aug 17 2016

In this week’s Weekly Insights:

– Six Out Of Ten
– August: Not All About Financial Results
– Coal Causing Plenty Of Pain
– ASA – Short Interview
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV


August Reporting Season 2016: Valuations Versus Earnings

Aug 03 2016

 In this week’s Weekly Insights:

– August Reporting Season 2016: Valuations Versus Earnings
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV


How Long The Multi Asset Bull Market?

Jul 27 2016

 In this week’s Weekly Insights:

– How Long The Multi Asset Bull Market?
– Australia’s Lowest Rated Stocks
– Highest Yields On Offer
– Australia’s Highest Rated Stocks
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV


Find The Bull

Jul 20 2016

 In This Week’s Weekly Insights:

– Find The Bull
– Australia’s Most Highly Rated Stocks
– Irish Correction
– Italy: Next Shoe To Drop?
– 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.