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: Momentum Favours Resources

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

Dec 04 2025

Rudi’s View: This Too Shall Pass

My final Weekly Insights for 2025

Dec 03 2025

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

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

Nov 27 2025

Rudi’s View: Focus On 2026

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

Nov 26 2025

Rudi's Previous Views

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

Rudi’s View: What About The AI Bubble Anxiety?

Nov 05 2025

‘Bubble’ or mostly ‘misunderstood’? The debate about the AI megatrend rages on with plenty of oomph and gusto — globally.

Rudi’s View: Eagers Automotive, Catapult, Fineos, Pro Medicus, Woolworths & More

Oct 30 2025

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

Rudi’s View: Identifying Quality Opportunities

Oct 29 2025

In this week’s Weekly Insights:

-When Anxiety Becomes The New Norm
-Identifying Quality Opportunities

Rudi’s View: ALS, Bega, Coles, Elders, Light & Wonder, Lovisa, Telix & More

Oct 23 2025

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

Rudi’s View: In Corporate Earnings We Must Trust

Oct 22 2025

Is it possible general worries are simply too negative as equities continue their ascent?

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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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