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

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.


Yesterday’s Gone, Tomorrow Will Be Different

Dec 03 2014

In This Week's Weekly Insights: – Yesterday's Gone, Tomorrow Will Be Different – Fallen Myths Of 2014 – Australia's Capex…


Top Macro Trends For 2015

Nov 26 2014

In This Week's Weekly Insights: – Top Macro Trends For 2015 – Updating All-Weather Performers – Woolworths: Vulnerable And In…


Rising USD: The Dragon With Many Heads

Nov 19 2014

In this week's Weekly Insights: – Rising USD: The Dragon With Many Heads – Yield Stocks: Dangers And Opportunities –…


A Lot To Like About Small Cap Healthcare Stocks

Nov 12 2014

In this week's Weekly Insights: – A Lot To Like About Small Cap Healthcare Stocks – Aluminium: At Risk –…


Low Risk Growth Still Reigns Supreme

Nov 05 2014

In this week's Weekly Insights: – Low Risk Growth Still Reigns Supreme – QE Works, Or Does It? – Questions…


Medibank IPO: Healthcare’s About To Change

Oct 29 2014

– Medibank IPO: Healthcare's About To Change – Not King Cole – Planet Zero – Calm Before Storm For Insurers?…


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.