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: Resources, Healthcare & Best Buys

Resources and Healthcare pushed the ASX200 to another positive outcome in August. Analysts have nominated their favourites and Conviction Buys

4:46 PM

Rudi’s View: Resilient, But August Fails To Excite

Preliminary assessment of the August results season, with notes, stats and observations

Sep 02 2026

Rudi’s View: August Delivers Soft Guidance, Higher Dividends

A closer look beneath the bonnet of corporate results and share price moves in busy August season

Aug 26 2026

Rudi’s View: Beats, Misses And Early AI Signals

Early signals from August results combine positive outcomes with negative signals. Meanwhile, in the background, AI deployment is advancing

Aug 19 2026

Rudi's Previous Views

Rudi Interviewed: Bear Market Be Gone

Aug 13 2026

The FNArena Editor shares his views on investing, AI, Australian shares and about what to expect from the August results season

Rudi’s View: Upside Risk In Crowded Shorts

Aug 12 2026

Early observations from early results in Australia. It’s been rather mild, and positive, thus far

Rudi’s View: That’s The Way Markets Crumble

Aug 06 2026

JPMorgan remains bullish on AI and US equities. Plus a line-up of the latest Best Buy nominations and Conviction Calls ahead of August results

Rudi’s View: Final Preparations For August

Aug 05 2026

Expect downgrades, and upside dividend surprises, and day-to-day volatility, plus lots and lots more

Rudi’s View: TechOne, Banks & Wesfarmers

Jul 30 2026

In today’s edition: TechOne, Still The Number One; Rio Tinto Opens The August Season; Picking Winners Pre-August; Banks: Expensive, Or Maybe Less So; How To Value The Wesfarmers Quality?

Rudi’s View: The August Earnings Test Is Approaching

Jul 29 2026

With August results approaching, investors better prepare for a spike in share price volatility

Rudi’s View: Pre-August Picks In Resources, Retail & Small Caps

Jul 23 2026

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

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

Jul 22 2026

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

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

Jul 16 2026

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

Rudi’s View: Telstra’s Premium Under Scrutiny

Jul 15 2026

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

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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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