The one Australian Economic question that matters
First, I need to set the scene. I wrote recently about how messed up the Australian economic cycle is, notingRead more.
Here are the Nucleus charts showing Australian GDP and which categories are responsible for the growth / decline. Each bubbleRead more.
Capex: Good for sectors attached to a government teat
I’ve been having a second look at the private capital expenditure (capex) forecasts for Australia released last week. Capex isRead more.
Value Investing: a religious experience (part 1)
Farmers of seasonal crops are at the whims of the weather. Despite the work and effort put into ploughing andRead more.
Has the housing market bottomed?
Nucleus Wealth’s head of investment Damien Klassen was featured in an article posted earlier this week on Livewire Markets, whereRead more.