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

In this week's Weekly Insights (this is part two): -This Is It Folks! -Make Risk Your Friend: Don't Ignore The…

Nov 30 2017

In this week's Weekly Insights (published in two separate parts): -This Is It Folks! -Make Risk Your Friend: Don't Ignore…

Nov 29 2017


In this week's Weekly Insights (this is part two): –Equities Bull Market: It's Raining Warnings -Commodities And A Greener China…

Nov 23 2017

In this week's Weekly Insights (published in two separate parts): -Equities Bull Market: It's Raining Warnings -Commodities And A Greener…

Nov 22 2017


Rudi's Previous Views

Rudi’s View: Link Administration, Blue Sky And Costa Group

Nov 09 2017

In this week's Weekly Insights (this is part two): -Australian Equities: Angels, Falling And Rising -The Many Joys Of October…


Australian Equities: Angels, Falling And Rising

Nov 08 2017

In this week's Weekly Insights (published in two separate parts): -Australian Equities: Angels, Falling And Rising -The Many Joys Of…


Rudi’s View: Macquarie, Huon And Bravura

Nov 02 2017

In this week's Weekly Insights (this is the second part): -Is This The Melt Up? -Conviction Calls: Shaw, Bell Potter,…


Is This The Melt Up?

Nov 01 2017

In this week's Weekly Insights (published in two separate parts): -Is This The Melt Up? -Conviction Calls: Shaw, Bell Potter,…


Rudi’s View: Incitec Pivot, GPT And Orica

Oct 26 2017

In this week's Weekly Insights (this is the second part): -Hard To Be Bearish -Beware Australian Chemicals -Conviction Calls: Citi,…


Hard To Be Bearish

Oct 25 2017

In this week's Weekly Insights (published in two separate parts): -Hard To Be Bearish -An Evening With Rudi In November…


Rudi’s View: Resources Stocks: What’s The Problem?

Oct 19 2017

In this week's Weekly Insights (this is part two): -Resources Stocks: What's The Problem? -Big Switch In Market Sentiment -Insurers…


Big Switch In Market Sentiment

Oct 18 2017

In this week's Weekly Insights (published in two separate parts): -Resources Stocks: What's The Problem? -Big Switch In Market Sentiment…


Rudi’s View: TechnologyOne, CSL, Banks

Oct 12 2017

In this week's Weekly Insights (this is the second part): -New Focus For A Changing World -Conviction List: Morgan Stanley,…


New Focus For A Changing World

Oct 11 2017

In this week's Weekly Insights (published in two separate parts): -New Focus For A Changing World -Conviction List: Morgan Stanley,…


Rudi On TV

There will be no Sky Business appearances until late January/early February.

Rudi On Tour In 2018

-ASA presentations Gold Coast and Brisbane in June

-Online seminar in cooperation with FP Markets, probably in March

-Potentially another Evening With Rudi in Paddington, probably in March