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: Pre-February Top Picks & Favourites

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

Jan 15 2026

Rudi’s View: Best Buys & Favourites For 2026

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

Dec 24 2025

Video: FNArena Editor On 2025 ASX Bear Market

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

Dec 19 2025

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

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

Dec 18 2025

Rudi's Previous Views

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

Rudi’s View: Focus On 2026

Nov 26 2025

As is custom for this time of the year, investment strategists are reviewing and refreshing their outlook and preferences for the calendar year ahead

Rudi’s View: Banks, Gold, Lithium & US Equities

Nov 20 2025

JP Morgan has updated its 10-year outlook for global assets, while brokers line up their preferred exposures to lithium and gold, and among Aussie banks

Rudi’s View: Buffett’s Parting Message

Nov 19 2025

Did Berkshire just buy exposure to AI? And why today’s share market looks a lot like 2016

Rudi’s View: Antipa, Computershare, IPH, Lynas, Macquarie, Rio Tinto & More

Nov 13 2025

This week’s updates on strategy and preferred stock picks

Rudi’s View: New Trends & Recurring Anxieties

Nov 12 2025

In this week’s Weekly Insights:

-New Trends & Recurring Anxieties
-FNArena Talks

Rudi’s View: Amcor, Charter Hall, Challenger, Goodman, Woolworths & More

Nov 06 2025

Updates on Model Portfolios, Best Buys, Top Picks, Sector favourites and Conviction Buys

« Older Stories

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
Weekly Ratings, Targets, Forecast Changes – 16-01-26

10:00 AM - Weekly Reports
2
The Monday Report – 19 January 2026

8:36 AM - Daily Market Reports
3
Today’s Financial Calendar – 19-01-2026

8:15 AM - Daily Market Reports
4
The Market In Numbers – 17 Jan 2026

Jan 17 2026 - Australia
5
ASX Winners And Losers Of Today – 16-01-26

Jan 16 2026 - Daily Market Reports

Most Popular

1
Video: FNArena Editor On 2025 ASX Bear Market

Dec 19 2025 - Rudi's View
2
Uranium Week: Boss, Is The Honeymoon Over?

Dec 23 2025 - Weekly Reports
3
Rudi’s View: Best Buys & Favourites For 2026

Dec 24 2025 - Rudi's View
4
Ai: The Dawn of the Humanoid Robot Economy

Dec 19 2025 - International
5
Material Matters: Commodities In 2026

Dec 23 2025 - Commodities
6
Weekly Ratings, Targets, Forecast Changes – 19-12-25

Dec 22 2025 - Weekly Reports