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

Slow And Steady, And Lower For Longer

Apr 01 2015

In This Week's Weekly Insights: – Slow And Steady, And Lower For Longer – The Ultimate Dividend Dilemma – Resources'…


Buy Capital Management

Mar 25 2015

In this week’s Weekly Insights: – Buy Capital Management – The Fed’s Volatility Conundrum – Are We Too Bullish On…


The False Comfort Of Cheap Versus Expensive

Mar 18 2015

In This Week’s Weekly Insights: – The False Comfort Of Cheap Versus Expensive – Investing In All-Weather Model Portfolio – Are…


The Yield Trade Is Not Dead, It’s Transforming

Mar 11 2015

In This Week's Weekly Insights: – The Yield Trade Is Not Dead, It's Transforming – ASX Outlook: The Bull Case…


Woolworths Comes Clean. Now What?

Mar 04 2015

In this week’s Weekly Insights: – Woolworths Comes Clean. Now What? – Reporting Season Special – Orica’s Glencore Concentration Problem…


Big Upside Surprises

Feb 25 2015

In this week’s Weekly Insights: – Big Upside Surprises – Correction, Correction, Where Art Thou? – Surprise Revelation From Ardent…


Profits Guide, But Dividends Still Rule

Feb 18 2015

In this week’s Weekly Insights: – Profits Guide, But Dividends Still Rule – Index Changes: Winners & Losers – Oil…


Dilemmas Galore

Feb 11 2015

In this week's Weekly Insights: – Dilemmas Galore – The Question Of The Real Aldi Impact – Coming Up: The…


Commodity Lessons From the 1990s

Feb 04 2015

In this week's Weekly Insights: – Commodity Lessons From the 1990s – The Dark Side Of Lower Oil Prices –…


All-Weather Performers: The Trend That Shall Remain Your Friend

Dec 22 2014

Share market conditions post-GFC are different from those pre-GFC. An update on the stocks that continue performing; the All-Weather Performers.


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.