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

Rudi’s View: Two Poles Apart

May 28 2020

Dear time-poor investor: the share market remains split in two opposing baskets In this week's Weekly Insights: -Two Poles Apart-REITs in…


In Search Of The Dividend Sweet Spot

May 21 2020

Dear time-poor investor: new research by Morgan Stanley has identified ASX sweet spots for dividend-oriented investors In Search Of The Dividend…


Rudi’s View: Reliable Dividends On The ASX

May 15 2020

Dear time-poor investor: a line-up of reliable & sustainable dividend paying companies on the ASX In this Rudi’s View: -Reliable…


Rudi’s View: Investing For Income, The Smart Way

May 14 2020

Dear time-poor investor: the impact from this year’s tragedy for income investors is worse because of faulty strategies In this week's…


Rudi’s View: Share Market Trends Will Be Tested

May 07 2020

Dear time-poor investor: share markets have rallied in the absence of timely economic insights. Meanwhile, not every stock is being…


Rudi’s View: The End Of The Bear Market?

May 01 2020

Dear time-poor reader: Institutional investors have been caught out long in cash and high on defensives. Plus some experts are…


Rudi’s View: Solving The Share Market Enigma

Apr 30 2020

Dear time-poor reader: general critique says equities are out of touch with reality, but a closer look suggests otherwise. In…


Rudi’s View: Now That We Had That Rally…

Apr 23 2020

Dear time-poor reader: what does the future look like and why are so many cheap stocks still looking so… cheap?…


Rudi’s View: No Time For Over-Confidence

Apr 16 2020

Dear time-poor reader: how much longer can this rally continue and what are the internal signals? No Time For Over-Confidence…


Rudi’s View: Cheap Quality & Conviction Calls

Apr 10 2020

Dear time-poor reader:  Cheap Quality stocks and Conviction Calls for (re)building portfolios In today's Rudi's View: -Joke Of The Day-Higher,…


Rudi On TV

-Regular appearances on AusbizTV:

-Thursday, noon-1pm, The Call (fortnightly)

-Friday, around 11am, talking Brokers Call (weekly)

-Less regular appearances on Spotee on TickerTV and on SwitzerTV

Rudi On Tour In 2020

-webinar CPA SMSF Discussion Group, Sep 16

-webinar ASA, Sep 22