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

Welcome To A New World

Aug 23 2007

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


The Bull Rally In Reverse

Aug 17 2007

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


Next Stop: The China Slow Down

Aug 09 2007

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


The Iron Ore Party Is Still Getting Better (And Better)

Aug 02 2007

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


Currency Headwinds Building Ahead Of Results Season

Jul 26 2007

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


Arasor: A Fast Growing High Tech High Flyer With A Lack Of Hype

Jul 19 2007

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


Why The US CDO Crisis Can Be A Positive For Global Equity Markets

Jul 12 2007

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


Top Stocks For The Year Ahead

Jul 05 2007

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


Can The U3O8 Spot Price Fall?

Jun 28 2007

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


ResMed: Prepare For A Slow Recovery

Jun 22 2007

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


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.