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

Corporate Earnings Still Matter In 2019

Jul 25 2019

Dear time-poor reader: this week I explain why global equity markets have been paying scant attention to corporate earnings, which…


Rudi’s View: All-Weather Portfolio, Charts & Conviction Calls

Jul 19 2019

In this week's Weekly Insights (this is Part Two): -In Search Of 'Value', Avoiding 'Cheap Junk' -All-Weather Portfolio Update -Unveiling…


In Search Of ‘Value’, Avoiding ‘Cheap Junk’

Jul 18 2019

In this week's Weekly Insights (published in two parts): -In Search Of 'Value', Avoiding 'Cheap Junk' -All-Weather Portfolio Update -Unveiling…


Rudi’s View: Afterpay Touch, Nearmap, And a2 Milk

Jul 12 2019

In this week's Weekly Insights (this is Part Two): –This Too Shall Pass -The Other Story About Small Caps -Afraid…


This Too Shall Pass

Jul 11 2019

In this week's Weekly Insights (published in two parts): -This Too Shall Pass -The Other Story About Small Caps -Afraid…


Rudi’s View: Charter Hall, Superloop And Whispir

Jul 05 2019

In this week's Weekly Insights (this is Part Two): –Do I Have A Few Surprises For (Most Of) You! -M&A…


Do I Have A Few Surprises For (Most Of) You!

Jul 04 2019

In this week's Weekly Insights (published in two parts): -Do I Have A Few Surprises For (Most Of) You! -M&A…


Rudi’s View: Amcor, Banks, Winners & Losers In Gold

Jun 28 2019

In this week's Weekly Insights (published in two parts): –Crucial Question: Is It 1995 or 2007? -Conviction Calls -Gold Stocks: Winners…


Crucial Question: Is It 1995 or 2007?

Jun 27 2019

In this week's Weekly Insights (published in two parts): -Crucial Question: Is It 1995 or 2007? -Conviction Calls -Gold Stocks: Winners…


Rudi’s View: Banks, Bapcor, And Woolworths

Jun 21 2019

In this week's Weekly Insights (this is Part Two): -A Confirmation From Aussie Banks -What's There To Worry? -Conviction Calls…


Rudi On TV

Nothing scheduled at this point in time

Rudi On Tour In 2020

-ASA Hunter Region, near Newcastle, May 25