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
The FNArena Editor shares his views on investing, AI, Australian shares and about what to expect from the August results season
Aug 13 2026
Early observations from early results in Australia. It’s been rather mild, and positive, thus far
Aug 12 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
Aug 06 2026
Expect downgrades, and upside dividend surprises, and day-to-day volatility, plus lots and lots more
Aug 05 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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