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

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…


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…


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.