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

Market Observations Late June 2015

Jul 01 2015

In this week's Weekly Insights: – How Are We Doing? – The Club Of Minus 20% – Greece Is No…


Have All-Weather Stocks Lost Their Appeal?

Jun 24 2015

In this week's Weekly Insights: – Have All-Weather Stocks Lost Their Appeal? – Australia's Perfect Track Record In Danger –…


Non-Contrarians Need Not Apply

Jun 17 2015

In this week's Weekly Insights: – Non-Contrarians Need Not Apply – RBA's Glenn Stevens: The Quote – Enough Excitement In…


Beware, The Future Is Already Here

Jun 10 2015

In this week’s Weekly Insights: – Beware, The Future Is Already Here – Metcash: Hard Lessons To Pay Heed To…


Hidden Barriers – The Sequel

Jun 03 2015

In this week’s Weekly Insights: – Hidden Barriers – The Sequel – Hope And Pitfalls For Resources Stocks – Questions…


Superior Strategy Also Offers Best Protection

May 27 2015

In this week’s Weekly Insights: – Superior Strategy Also Offers Best Protection – Lies, Silliness And Stats – Update On…


Australian Banks: The Times Really Are A-Changing

May 13 2015

In this week’s Weekly Insights: – Australian Banks: The Times Really Are A-Changing – Real Correction Yet To Come? –…


BHP/South32: Buy, Hold Or Sell?

May 06 2015

In This Week's Weekly Insights: – BHP/South32: Buy, Hold Or Sell? – MYOB: The Fun Has Only Just Started –…


The US Federal Reserve And Bear Markets

Apr 29 2015

In This Week’s Weekly Insights: – The US Federal Reserve And Bear Markets – Citi’s Checklist: No Bear Market In…


Hidden Barriers

Apr 22 2015

In this week’s Weekly Insights: – Hidden Barriers – US Profits: Bad Or Still Reasonable? – Nine Entertainment: About Dividends…


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.