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 Previous Views

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…


Oz Construction Cycle: The Impact Is Now

Sep 20 2017

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


Rudi’s View: Treasury Wine, PWR Holdings, Star Entertainment

Sep 14 2017

In this week's Weekly Insights (published in two separate parts): -Not In The Mood -Conviction Calls: CLSA, Morgans, Wilsons, CS,…


Not In The Mood

Sep 13 2017

In this week's Weekly Insights (published in two separate parts): -Not In The Mood -Conviction Calls: CLSA, Morgans, Wilsons, CS,…


Rudi’s View: NextDC, Treasury Wine, And CBA

Sep 07 2017

In this week's Weekly Insights (published in two separate parts): -August Reporting Season: Costs & Capex, Mining & Dividends -Conviction…


August Reporting Season: Costs & Capex, Mining & Dividends

Sep 06 2017

In this week's Weekly Insights (published in two separate parts): –August Reporting Season: Costs & Capex, Mining & Dividends -Conviction…


Rudi’s View: USD & Energy August Report Card

Aug 31 2017

This is part two of this week's Weekly Insights (part one was published on Monday and Wednesday respectively in email…


Rudi On TV

There will be no Sky Business appearances until late January/early February.

Rudi On Tour In 2018

-ASA presentations Gold Coast and Brisbane in June

-Online seminar in cooperation with FP Markets, probably in March

-Potentially another Evening With Rudi in Paddington, probably in March