Rudi's 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
High- and Lowlights from the February results season which is mostly surprising to the upside
Feb 26 2026
Interim assessment and observations from the February results season which is mostly surprising to the upside
Feb 19 2026
At times, it’s the most difficult question to answer: if it’s such a great company, how come its shares keep falling?
Feb 18 2026
Transcript of Pre-February results interview by Livewire Markets
Feb 12 2026
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.
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