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: -Early Beginnings Not AbFab -September Index Changes -Conviction Calls -Rudi Talks – Uncomfortable Truths About…

Aug 15 2018

In this week's Weekly Insights (this is Part Two): –August Reporting Season Preview: Potential Beats & Misses –Conviction Calls -Goldman…

Aug 09 2018


In this week's Weekly Insights (published in two parts): -August Reporting Season Preview: Potential Beats & Misses -Conviction Calls -Goldman…

Aug 08 2018

In this week's Weekly Insights: -Australian Equities Pre-August: Polarisation Remains The Word -Next Week -Conviction Calls -Inverted Yield Curve: Historical…

Jul 25 2018


Rudi's Previous Views

Rudi’s View: Telstra, BHP And Netwealth

Jul 19 2018

In this week's Weekly Insights (this is Part Two): -Is 'Value' Investing Now Dead? -Conviction Calls -All-Weather Stocks: Bell Potter…


Is ‘Value’ Investing Now Dead?

Jul 18 2018

In this week's Weekly Insights (published in two parts): -Is 'Value' Investing Now Dead? -Conviction Calls -All-Weather Stocks: Bell Potter…


Rudi’s View: CYBG, Link Admin & Treasury Wine

Jul 12 2018

In this week's Weekly Insights (this is Part Two): -The Triumph Of Quality -Share Market Sweet Spot -Conviction Calls -Rudi…


The Triumph Of Quality

Jul 11 2018

In this week's Weekly Insights (published in two parts): -The Triumph Of Quality -Share Market Sweet Spot -Conviction Calls -Rudi…


Rudi’s View: CSL, ResMed, And Ramsay Health Care

Jul 05 2018

In this week's Weekly Insights (this is Part Two): -Oil Becomes The New Defensive -Conviction Calls -Playing The Odds -Rudi On…


Oil Becomes The New Defensive

Jul 04 2018

In this week's Weekly Insights (published in two parts): -Oil Becomes The New Defensive –Conviction Calls –Playing The Odds -Rudi On…


Safe Haven Shelter In A Dichotomising World

Jun 27 2018

In this week's Weekly Insights: -Safe Haven Shelter In A Dichotomising World -Conviction Calls -Rudi On TV -Rudi On Tour Safe…


Rudi’s View: Scentre Group, Origin Energy & Cleanaway

Jun 21 2018

In this week's Weekly Insights (this is part two): –Finding Opportunities In A Heavily Polarised Market -Growth Or Weakness? -Conviction…


Finding Opportunities In A Heavily Polarised Market

Jun 20 2018

In this week's Weekly Insights (published in two parts): -Finding Opportunities In A Heavily Polarised Market -Growth Or Weakness? –Conviction…


Aussie Equities: Where Is True Value?

Jun 06 2018

In this week's Weekly Insights: -Aussie Equities: Where Is True Value? -No Weekly Insights Next Week -Rudi Talks -Rudi On…


Rudi On TV

Scheduled appearances for the week Monday 6 - Friday 10 August 2018:

-Tuesday, 10.30am Skype-link to discuss broker calls
-Friday, 11am, Skype-link to discuss broker calls

Rudi On Tour In 2018

-ASA presentation Wollongong, NSW on 11 September

-AIA presentation Chatswood, NSW on 10 October

-ATAA presentation Sydney, NSW on 18 October