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 Latest Views

Bull-Bear-Concept-Of-Stock-Market

In This Week's Weekly Insights: -Feb Reporting Season: The Interim Verdict -The March S&P Index Shuffle -Fresh Conviction Ideas -Who's Afraid…

Feb 22 2017

Beauty-skin-care-Young-beauti-169050965

In this week's Weekly Insights: -Trend Spotting: Natural Skin Care -Gold And Trading Opportunities -Conspiracy: China & Miners' Debt -FNArena's…

Feb 15 2017


Bull-Bear-Concept-Of-Stock-Market

In This Week's Weekly Insights: -Resources Carrying Most Growth Momentum -Temporarily Out Of Fashion: All-Weather Performers -Count Down To New…

Feb 08 2017

The Market’s Changing Narrative

In this week’s Weekly Insights:

– The Market’s Changing Narrative
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV

Dec 07 2016


Rudi's Previous Views

Aussie Banks And The Yield Trade

Nov 30 2016

In this week’s Weekly Insights:

– Aussie Banks And The Yield Trade
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV


The Return Of Growth

Nov 23 2016

In this week’s Weekly Insights:

– The Return Of Growth
– Fool’s Gold? Know Thy Enemy!
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV


How To Make Uncertainty And Volatility Great Again

Nov 16 2016

In this week’s Weekly Insights:

– How To Make Uncertainty And Volatility Great Again
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV


This Too Shall Pass

Nov 09 2016

 In this week’s Weekly Insights:

– This Too Shall Pass
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV


How Long The Buyers’ Strike?

Nov 02 2016

In this week’s Weekly Insights:

– How Long The Buyers’ Strike?
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV


Opportunity Comes With Patience

Oct 26 2016

Opportunity Comes With Patience

In this week’s Weekly Insights:

– IPO Monitor
– Opportunity Comes With Patience
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV


Crude Oil, The New Fool’s Gold?

Oct 19 2016

 In this week’s Weekly Insights:

– Cautious Seems Best
– Crude Oil, The New Fool’s Gold?
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV


Recurring Themes

Oct 12 2016

In this week’s Weekly Insights:

– Recurring Themes
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV


The Future Has Arrived In Australia

Sep 28 2016

 In this week’s Weekly Analysis:

– The Future Has Arrived In Australia
– No Update Next Week
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV


All About Bonds (And Central Banks)

Sep 21 2016

 In this week’s Weekly Analysis:

– All About Bonds (And Central Banks)
– Rudi On Tour
– Nothing Ever Changes, Or Does It?
– Rudi On TV