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 Trend Is Your Friend Until It Ends

May 25 2016

In this week's Weekly Insights: – The Trend Is Your Friend Until It Ends – It's A Joke – The…


Lower For Longer Remains In Focus

May 18 2016

In this week's Weekly Insights: – Lower For Longer Remains In Focus – Sell Resources In May? – Expert Equity…


It’s A Schizophrenic Market

May 11 2016

In this week's Weekly Insights: – It's A Schizophrenic Market – Honey, I Shrunk The Break – Australian Super Stock…


The Bear Market Diaries – Episode 8

Apr 20 2016

In This Week's Weekly Insights: – The Bear Market Diaries – Episode 8 – Three Week Hiatus – The Other…


The Bear Market Diaries – Episode 7

Apr 13 2016

 In this week's Weekly Analysis: – The Bear Market Diaries – Episode 7 – Cash Is King In Australia –…


Dividends: More Is Less, Less Is More

Apr 06 2016

In this week's Weekly Insights: – Dividends: More Is Less, Less Is More – Australia Joining Global Low Inflation? – All-Weather…


The Bear Market Diaries – Episode 6

Mar 23 2016

In This Week's Weekly Insights: – The Bear Market Diaries – Episode 6 – Beaten By Buffett – Add Industry…


The Bear Market Diaries – Episode 5

Mar 16 2016

In this week's Weekly Insights: – The Bear Market Diaries – Episode 5 – Housing Market Turning – Be Ready…


The Bear Market Diaries – Episode 4

Mar 09 2016

 In This Week's Weekly Insights: – The Bear Market Diaries – Episode 4 – Reporting Season – Before And After…


The Bear Market Diaries – Episode 3

Mar 02 2016

In this week's Weekly Insights: – The Bear Market Diaries – Episode 3 – Village Roadshow: Building A Memory –…


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.