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 View | Jul 30 2026In today's edition:TechOne, Still The Number OneRio Tinto Opens The August SeasonPicking Winners Pre-AugustBanks: Expensive, Or Maybe Less So? All three are included in my research on All-Weather Performers and form part of the backbone of the All-Weather Model Portfolio.