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

Not A Question Of Banks, But Of Portfolio Composition

Sep 24 2014

In this week's Weekly Insights: – Not A Question Of Banks, But Of Portfolio Composition – US Interest Rates: Nothing's…


Under The Hood – September 2014

Sep 17 2014

In this week's Weekly Insights: – Under The Hood – September 2014 – Crude Oil And The Great Geopolitical Divide…


All About The Fed’s Pace To Normalisation

Sep 10 2014

In this week's Weekly Insights: – All About The Fed's Pace To Normalisation – Reporting Season: The Big Brokers Clean…


Reporting Season August 2014: The Verdict

Sep 03 2014

In this week's Weekly Insights: – Reporting Season August 2014: The Verdict – China Stimulus – Lower For Longer Remains…


Telstra: Difficult To Resist

Aug 27 2014

In this week's Weekly Insights: – Telstra: Difficult To Resist – Overvalued? Undervalued? – ASX Has Done A BHP –…


Don’t Buy Telstra (Now’s Not The Time)

Aug 20 2014

In this week's Weekly Insights: – Don't Buy Telstra (Now's Not The Time) – Australian Banks: The Long Term View…


A Strange Case Of Dr Jeckyll And Mr Hyde

Aug 13 2014

In this week's Weekly Insights: – A Strange Case Of Dr Jeckyll And Mr Hyde – Central Banks And Interest…


Why Would I Use Analysts’ Predictions?

Aug 06 2014

In this week's Weekly Insights: – Why Would I Use Analysts' Predictions? – Mining: The Slow Grind Higher – Chinese…


A Solid Defence, Yield And Growth

Jul 30 2014

In this week's Weekly Insights: – A Solid Defence, Yield And Growth – Amcor: That's Why! – Australian Banks: It's…


The ‘Retain A Quality Of Life’ Investment Portfolio

Jul 23 2014

In this week's Weekly Insights:   – The 'Retain A Quality Of Life' Investment Portfolio – Commodities: A Smaller Bonanza?…


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.