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

Beware The Negative Spiral

Aug 17 2011

This story was first published two days ago in the form of an email sent to registered FNArena readers. By…


Where’s The Cavalry?

Aug 10 2011

(This story was originally published on Tuesday, 9th August 2011 and sent in the form of an email to paying…


The Great Humiliator

Aug 03 2011

This story was first published two days ago in the form of an email sent to registered FNArena readers. By…


Rudi’s View: Growth Versus Value This Reporting Season

Aug 01 2011

Don’t automatically assume growth will translate into the best returns this reporting season.


Everyone Prepared For The Bad News?

Jul 27 2011

This story was first published two days ago in the form of an email sent to registered FNArena readers. By…


Cum Downgrades

Jul 20 2011

This story was first published two days ago in the form of an email sent to registered FNArena readers. By…


Value, Risks And Dividends

Jul 13 2011

This story was first published two days ago in the form of an email sent to registered FNArena readers. By…


Cause For Optimism

Jul 06 2011

This story was first published two days ago in the form of an email sent to registered FNArena readers. By…


Winners And Losers

Jun 29 2011

(This story was written two days ago. It was sent in the form of an email to paying subscribers on…


Rudi’s View: Dividends, The New Black

Jun 22 2011

Buy and Hold strategies are dead? Only for those who fail to pay attention.


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.