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: Proudly Independent, 4x Questions Answered

Nov 25 2020

FNArena regularly receives questions about its service, content, policies, tools & data, and even about its corporate independence. The Editor shares four responses that likely carry broader interest among investors and subscribers


Rudi’s View: Value Ready For Catch-Up

Nov 19 2020

Dear time-conscious investor: Fresh developments and investor optimism now favour Value over Growth & Quality In this week’s Weekly Insights:…


Rudi’s View: Why Are Equities Rallying?

Nov 12 2020

In this week’s Weekly Insights: -Why Are Equities Rallying?-Question Of The Week-Rudi Talks-Conviction Calls Why Are Equities Rallying? By Rudi…


Rudi’s View: Portfolio Rotation!

Nov 11 2020

Violent share price movements on the local bourse this week, mimicking a similar jump in share price volatility in the US and elsewhere, has led to questions from subscribers and investors


Rudi Interviewed: Four Baskets For Equities Portfolio

Nov 06 2020

Transcript of interview from early August, in which the FNArena Editor shares his insights about buying quality stocks, his four baskets for portfolio construction, and what to look for in reporting season.


Rudi’s View: A New Era For FNArena

Nov 05 2020

In this week’s Weekly Insights: -A New Era For FNArena-Snippet 1: It’s A Pause, Not A Break-Snippet 2: Contain Your…


Rudi’s View: Equities Portfolio For 2021

Oct 29 2020

In this week’s Weekly Insights: -Equities Portfolio For 2021-World’s Worst Salesman?-Rudi Talks-Research Reports To Download Equities Portfolio For 2021 By…


Rudi Interviews Harry Dent

Oct 23 2020

A whirlwind interview with Harry Dent, former uber-bull on Wall Street who nowadays predicts the crash of all crashes, while at the same time offering investors post-crash optimism


Rudi’s View: Quality & Growth, Confidence & Execution

Oct 22 2020

In this week’s Weekly Analysis: -Quality & Growth: Confidence & Execution-Value Versus Growth The Chart That Confirms-That Dreadful ASX Website…


Rudi’s View: Investment Themes In Australia

Oct 15 2020

In this week’s Weekly Insights: -Investment Themes In Australia-Conviction Calls-That Dreadful ASX Website (But Exciting News Ahead for FNArena)-Rudi Talks…


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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