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

Final update on stockbrokers’ Conviction Calls and Model Portfolio exposures.

Dec 07 2018

In this week's Weekly Insights (this is Part Two): -Late Shock: 2018 Is The Annus Horribilis -Outlook 2019: The 'Bear' That…

Nov 30 2018


In this week's Weekly Insights (published in two parts): -Late Shock: 2018 Is The Annus Horribilis -Outlook 2019: The 'Bear' That…

Nov 29 2018

In this week's Weekly Insights: -Look! It Quacks Like A Duck! –Rudi On TV -Rudi On Tour Look! It Quacks…

Nov 22 2018


Rudi's Previous Views

Rudi’s View: Reliance Worldwide, ResMed, And Equity Trustees

Nov 16 2018

In this week's Weekly Insights (this is Part Two): -Autumn Has Arrived, Plus Seven Quotes -ESG Focus Should Be Yours…


Autumn Has Arrived

Nov 15 2018

In this week's Weekly Insights (published in two parts): -Autumn Has Arrived, Plus Seven Quotes -ESG Focus Should Be Yours…


When Uncertainty Is The Only Certainty

Nov 08 2018

In this week's Weekly Insights: -When Uncertainty Is The Only Certainty -Rudi On Tour When Uncertainty Is The Only Certainty…


What Beyond The Rally?

Nov 01 2018

In this week's Weekly Insights: -What Beyond The Rally? -Rudi Talks -Rudi On Tour What Beyond The Rally? By Rudi…


This Could Be The Start Of Something Different

Oct 25 2018

In this week's Weekly Insights: -This Could Be The Start Of Something Different -Digital Advice – The New Frontier -Rudi…


Rudi’s View: Macquarie, Aristocrat Leisure And Emeco

Oct 18 2018

In this week's Weekly Insights (this is Part Two): –Out With The Garbage –Change: Rudi On TV -Zimbabwe on Top…


Out With The Garbage

Oct 17 2018

In this week's Weekly Insights (published in two parts): -Out With The Garbage -Change: Rudi On TV -Zimbabwe on Top…


Rudi’s View: Ausdrill, Lynas, IPH ltd And Noni B

Oct 11 2018

In this week's Weekly Insights (published in two parts): -Investing Used To Be So Much Easier –Conviction Calls –Rudi On…


Investing Used To Be So Much Easier

Oct 10 2018

In this week's Weekly Insights (published in two parts): –Investing Used To Be So Much Easier -Conviction Calls –Rudi On…


Rudi’s View: All-Weather Model Portfolio

Oct 04 2018

Last week a reader sent through the questions regarding the FNArena/Vested Equities All-Weather Model Portfolio. I have decided to share my response with a broad audience as I think many more might be interested.


Rudi On TV

Scheduled weekly appearance on Your Money (formerly known as Sky News Business)

-Monday 1-2pm (first one in 2019 will be on January 21)

Rudi On Tour In 2019

-AIA Melbourne, January 29

-ASA Inner West chapter, Concord, Sydney, March 12

-ASA Sydney Investor Hour, March 21

-ASA Toowoomba, Qld, May 20

-U3A Investor Group Toowoomba, Qld, May 22

-AIA Adelaide, SA, June 11

-AIA and ASA, Perth, WA, October 1