Another big month for markets. Our international portfolio in particular performed much better than benchmark, up almost 5% for the month, while our growth portfolio was not far behind.
Justin Fabo from Antipodean Macro posted the following update on labour productivity across major advanced nations.
Australia's manufacturing sector has shrunk to just over 5% of GDP, the lowest share in the OECD.
It's a very big debate for asset allocators by very big people that I respect on both sides.
It would be hard to do a podcast on anything other than tariffs... In this week Nucleus Wealth's Chief Investment Officer, Damien Klassen discussed the what, how, who and why.
DXY is back.
Over the past decade, the number of cafes nationwide has reached an unsustainable level, and many are struggling to survive.
There really is not much more Tony Wood of the Grattan Institute can do to destroy Australia's energy transition.
NVIDIA took a tumble this week as DeepSeek fears overran the market.
I'm assuming most readers are at least somewhat aware of DeepSeek over the past week, which culminated in a large sell-off in AI stocks on Monday.
Interest rates and house prices lower together? Wouldn't that rock the foundations of Aussie entitlement?
One of the Trump Administration's first acts upon taking the US Presidential Office was to declare a "national energy emergency".
Here it is.
The Australian dollar has been in freefall for a number of months but has rallied in recent days.
OK. Let me get this out of the way up front: Trump will declare victory either way.
