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

In this week's Weekly Insights: -Everybody Is Waiting… -No Weekly Insights Next Week -CSL Challenge: Market Share & Margins -Conviction…

Apr 18 2019

In this week's Weekly Insights (this is Part Two): -Cautious, Cashed Up, Looking For Direction -Not The End, Says Prudential…

Apr 12 2019


In this week's Weekly Insights (published in two parts): –Cautious, Cashed Up, Looking For Direction -Not The End, Says Prudential…

Apr 11 2019

In this week's Weekly Insights: -The Art Of Selling Non-Performing Stocks -Conviction Calls -Have Your Say – The CSL Challenge…

Apr 04 2019


Rudi's Previous Views

Bonds Are Crying Wolf

Mar 28 2019

In this week's Weekly Insights: -Bonds Are Crying Wolf -Conviction Calls -CSL Challenge: The Real Challenge Is Inside Us -Have…


Rudi’s View: Banks, Cimic, Coles, And PWR Group

Mar 22 2019

In this week's Weekly Insights (this is Part Two): -Central Banks Keep The Worries Away –BC *Extra* Puts Small Caps…


Central Banks Keep The Worries Away

Mar 21 2019

In this week's Weekly Insights (published in two parts): –Central Banks Keep The Worries Away -BC *Extra* Puts Small Caps…


Rudi’s View: Noni B, Nanosonics, And Webjet

Mar 08 2019

In this week's Weekly Insights (this is Part Two): -Reporting Season: Reality Versus Sentiment -Conviction Calls -Aussie Banks & Market…


Reporting Season: Reality Versus Sentiment

Mar 07 2019

In this week's Weekly Insights (published in two parts): -Reporting Season: Reality Versus Sentiment -Conviction Calls -Aussie Banks & Market…


February Reports: Is Not As Bad Good?

Feb 27 2019

In this week's Weekly Insights: -Share Market Momentum: 2x Indicators -February Reports: Is Not As Bad Good? -Yield: The Silent…


February Reports: Early Resilience & Big Disappointments

Feb 21 2019

In this week's Weekly Insights: -February Reports: Early Resilience & Big Disappointments -Share Market Outlook: Support & Threats -CSLChallenge: Business…


FOFO In February

Feb 14 2019

In this week's Weekly Insights: -FOFO In February -February Previews: Miners & Energy -Index Changes Afoot -Conviction Calls -Rudi On…


February Reporting Season Preview

Feb 07 2019

In this week's Weekly Insights: –February Reporting Season Preview -Conviction Calls -Between A Graphite Rock And A Hard Place -Rudi…


Rudi’s View: The Year Of Shame (Part 2)

Jan 25 2019

Part Two of Rudi’s View including Byron Wien’s Ten Surprises For 2019, Waiting For February, and the CSL Challenge.


Rudi On TV

Scheduled weekly appearance on Your Money:

-Monday noon-2pm

Rudi On Tour In 2019

-ASA Sydney Investor Hour, March 21

-ASA Melbourne, May 1

-ASA Toowoomba, Qld, May 20

-U3A Investor Group Toowoomba, Qld, May 22

-AIA Adelaide, SA, June 11

-AIA National Conference, Gold Coast, Qld, 28-31 July

-AIA and ASA, Perth, WA, October 1