Rudi's 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
As the world remains confident the situation in the Middle East will be resolved, Australia feels the pain
Apr 30 2026
Today’s share market might be most at risk from earnings disappointments, not so much of over-valuation
Apr 29 2026
Conviction Buys and sector favourites; for those investors looking to amend strategies and portfolio exposures
Apr 23 2026
Profit warnings are arriving for Australian investors. This type of risk is unlikely to subside when the war ends (hopefully soon)
Apr 22 2026
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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