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

Rudi Interviewed: February Is Less About Earnings

Transcript of Pre-February results interview by Livewire Markets

Feb 12 2026

Behind The AI Threat Narrative(s)

Thoughts and observations behind the savage bear market that has gripped Quality and Growth stocks since mid last year

Feb 11 2026

Rudi’s View: Woolies, CSL, Macquarie (& More)

Updates on Conviction Calls, Best Buys and most favoured sector picks for the February results season

Feb 05 2026

Rudi’s View: Many February Uncertainties

2026’s February results season offers more for investors to consider than simply earnings and outlook statements

Feb 04 2026

Rudi's Previous Views

Rudi’s View: February Favourites & Avoids

Jan 29 2026

Updates on Conviction Calls, Best Buys and most favoured sector picks for the February results season, including those likely to ‘miss’ and best to avoid

Rudi’s View: Key Picks & Sector Favourites

Jan 22 2026

The focus among local analysts is shifting towards sector updates and reviews of projections and expectations in light of what is likely to be yet another ultra-volatile roller coaster for Australian investors

Rudi’s View: Pre-February Top Picks & Favourites

Jan 15 2026

Updates on Conviction Calls, Best Buys and most favoured sector picks ahead of the February results season

Rudi’s View: Best Buys & Favourites For 2026

Dec 24 2025

Line up of Conviction Calls, Best Buys and most favoured sector picks for the year ahead

Video: FNArena Editor On 2025 ASX Bear Market

Dec 19 2025

We asked, you sent in your questions, then we sat down for one final video session to close off 2025. With AI summary for a quick read

Rudi’s View: AI, Small Caps & Resources In 2026

Dec 18 2025

The latest updates on Conviction Calls, Best Buys, strategy focus, and preferred stock picks for 2026

Rudi’s View: Copper, Aluminium & Technology (!)

Dec 11 2025

This week’s updates on strategy and preferred stock picks

Rudi’s View: Momentum Favours Resources

Dec 04 2025

Mining stocks are back in investors’ favour in Australia and fresh strategy updates show exactly that

Rudi’s View: This Too Shall Pass

Dec 03 2025

My final Weekly Insights for 2025

Rudi’s View: Un-Bubbling The AI Bubble Talk

Nov 27 2025

Cool-headed expert voices are pushing back against the scaremongering narratives around irrational exuberance and AI excitement pushing equities into a bubble-like environment

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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.

Latest News

1
ASX Winners And Losers Of Today – 12-02-26

Feb 12 2026 - Daily Market Reports
2
Rudi Interviewed: February Is Less About Earnings

Feb 12 2026 - Rudi's View
3
FNArena Corporate Results Monitor – 12-02-2026

Feb 12 2026 - Australia
4
Australian Broker Call *Extra* Edition – Feb 12, 2026

Feb 12 2026 - Daily Market Reports
5
The Short Report – 12 Feb 2026

Feb 12 2026 - Weekly Reports

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