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 (this is part two): -Australian Equities: Angels, Falling And Rising -The Many Joys Of October…

Nov 09 2017

In this week's Weekly Insights (published in two separate parts): -Australian Equities: Angels, Falling And Rising -The Many Joys Of…

Nov 08 2017


In this week's Weekly Insights (this is the second part): -Is This The Melt Up? -Conviction Calls: Shaw, Bell Potter,…

Nov 02 2017

In this week's Weekly Insights (published in two separate parts): -Is This The Melt Up? -Conviction Calls: Shaw, Bell Potter,…

Nov 01 2017


Rudi's Previous Views

Rudi’s View: Incitec Pivot, GPT And Orica

Oct 26 2017

In this week's Weekly Insights (this is the second part): -Hard To Be Bearish -Beware Australian Chemicals -Conviction Calls: Citi,…


Hard To Be Bearish

Oct 25 2017

In this week's Weekly Insights (published in two separate parts): -Hard To Be Bearish -An Evening With Rudi In November…


Rudi’s View: Resources Stocks: What’s The Problem?

Oct 19 2017

In this week's Weekly Insights (this is part two): -Resources Stocks: What's The Problem? -Big Switch In Market Sentiment -Insurers…


Big Switch In Market Sentiment

Oct 18 2017

In this week's Weekly Insights (published in two separate parts): -Resources Stocks: What's The Problem? -Big Switch In Market Sentiment…


Rudi’s View: TechnologyOne, CSL, Banks

Oct 12 2017

In this week's Weekly Insights (this is the second part): -New Focus For A Changing World -Conviction List: Morgan Stanley,…


New Focus For A Changing World

Oct 11 2017

In this week's Weekly Insights (published in two separate parts): -New Focus For A Changing World -Conviction List: Morgan Stanley,…


Confident Charlie & The Ramsay Shorters

Oct 04 2017

In this week's Weekly Insights: -Confident Charlie & The Ramsay Shorters -Rudi On BoardRoomRadio -All-Weather Model Portfolio -Rudi On TV…


Rudi’s View: Ansell, Transurban And Mantra

Sep 28 2017

In this week's Weekly Insights (published in two separate parts): –Be Mindful Of The Aussie Twist –Resources Stocks: Follow The…


Be Mindful Of The Aussie Twist

Sep 27 2017

In this week's Weekly Insights (published in two separate parts): -Be Mindful Of The Aussie Twist -Resources Stocks: Follow The…


Rudi’s View: On Bear Market Alert

Sep 21 2017

In this week's Weekly Insights (published in two separate parts): –Oz Construction Cycle: The Impact Is Now -On Bear Market…


Rudi On TV

My appearances for the week Nov 13-17 are:

-Friday, 11.15am Skype-link to discuss broker calls

Rudi On Tour

- I will be presenting in Adelaide on November 14th to members of Australian Investors Association and other investors, 7pm inside the Fullarton Community Centre, 411 Fullarton Rd, Fullarton. Title of presentation: Investing In A Slow Growing World - An Update


- An Evening With Rudi, Australian share market: Quo Vadis?, The Bellevue Hotel in Paddington, 159 Hargrave Street. Date: Wednesday, 22nd November. Time: 6.30pm gathering for 7pm start. This event is sold out. No more tickets are available.