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’s View: Top Picks & Conviction Buys

Top calls and sector favourites from strategists and analysts for when better times arrive for Australian equities

Mar 19 2026

Rudi’s View: Oil, Inflation, Growth & Stagflation

2026 is not a repeat of the 1970s, but the longer global oil supply remains interrupted, the more financial markets will start focusing on its impact on global growth

Mar 18 2026

Rudi’s View: Post-February Conviction Calls

Conviction Buys and sector favourites post the February results season in Australia (including those best to avoid)

Mar 12 2026

Rudi’s View: TACO Time?

Are we there yet? From here on onward, that question is on traders and fund managers’ mind

Mar 11 2026

Rudi's Previous Views

Rudi’s View: A Season Of Large Cap Winners

Mar 04 2026

Prior to war breaking out in the Middle East, corporate results in February delivered plenty of positive news

Rudi’s View: Positives From February Results

Feb 26 2026

High- and Lowlights from the February results season which is mostly surprising to the upside

Rudi’s View: More Surprises, Led By CBA & BHP

Feb 19 2026

Interim assessment and observations from the February results season which is mostly surprising to the upside

Rudi’s View: Is Higher Volatility Now A Permanent Feature?

Feb 18 2026

At times, it’s the most difficult question to answer: if it’s such a great company, how come its shares keep falling?

Rudi Interviewed: February Is Less About Earnings

Feb 12 2026

Transcript of Pre-February results interview by Livewire Markets

Behind The AI Threat Narrative(s)

Feb 11 2026

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

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

Feb 05 2026

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

Rudi’s View: Many February Uncertainties

Feb 04 2026

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

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

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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.

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