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-August Picks In Resources, Retail & Small Caps

Freshly updated stock picked sector favourites, Best Buys and Conviction Calls in Australia

Jul 23 2026

Rudi’s View: All-Weathers In The Age Of Disruption

In an era of significant disruption, everything ‘old’ needs to be questioned and re-assessed, including the concept of All-Weather stocks

Jul 22 2026

Rudi’s View: Small Cap Favourites, AI & More

Freshly updated stock picked sector favourites, Best Buys and Conviction Calls in Australia

Jul 16 2026

Rudi’s View: Telstra’s Premium Under Scrutiny

SpaceX is looking to invade Australian telecom skies. Should Telstra shareholders be worried?

Jul 15 2026

Rudi's Previous Views

Rudi’s View: July’s Stock Pickers’ Favourites

Jul 09 2026

Freshly updated stock picked sector favourites, Best Buys and Conviction Calls in Australia

Rudi’s View: A-REITs, Banks & Miners

Jul 08 2026

Fresh into the new financial year; a closer look into two of the dominant sectors on the ASX, plus A-REITs

Rudi’s View: Best Buys & Conviction Calls In July

Jul 02 2026

In Today’s Edition: IPO Mania; Not What It Looks Like At Face Value; Picture Of FY26;
Best Buys & Conviction Calls

Rudi’s View: The August Results Test Awaits

Jul 01 2026

Corporate earnings are not everything for share market investors, but they do explain a lot

Rudi’s View: AI To The Rescue

Jun 25 2026

In today’s edition: AI To The Rescue; All-Weather Or Not?; RBC Likes Zip Co

Rudi’s View: This Too Shall Pass, But Markets Are Changing

Jun 24 2026

The past century has witnessed Australian equities turning into the world’s top performers, long term, but that’s not necessarily how local investors perceive it. Especially not in 2026

Rudi’s View: What (Not) To Buy Ahead Of June 30

Jun 18 2026

In this week’s edition: (More) Patience Required; What To Buy Ahead Of June 30; What Not To Buy (Sell) Ahead Of June 30

Rudi’s View: When Aussie Companies Move Overseas

Jun 17 2026

Are Australian companies better off by not expanding offshore? History suggests otherwise

Rudi’s View: Diversified Asset Allocators

Jun 11 2026

Listed investors such as WH Soul Pattinson and Wesfarmers have proven strong wealth creators over long periods of time

Rudi’s View: Market Momentum & Investor Dilemmas

Jun 10 2026

Are markets fundamentally changing? If so, investors might need to change their approach and strategy too

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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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