In this week's Weekly Insights: -All-Weather Model Portfolio-Bear&Bull Market To Continue (?) In 2024-Conviction Calls & Best Ideas-Holidays Are Beckoning.
In this week's Weekly Insights: -Opportunities With A Five Year Horizon-Company Reports: Early Trends-Company Reports: Inflation-Company Reports: Conviction-Company Reports: Technology.
Rudi’s View: My Concern And Conviction Calls
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.