Webinars
This week we also scoot around the world at sector and country valuations. Where looks [...]
Articles
Are we headed for Tech Boom 2.0? There are considerable parallels between the tech boom [...]
Performance
In May, the AI stocks continued to lead the charge, pushing stock markets higher. Our [...]
The Reserve Bank of Australia has held rates again and hasn’t added a hawkish bias [...]
It’s amazing how two economists can see the macroeconomy so differently. Judo Bank chief economist [...]
We were contacted by the SMSF Association about Tim’s recent “Self Managed or Self Mangled [...]
October saw domestic multi-asset portfolios achieve small gains with Australian equities the prime driver. International [...]
Economic cycle background Ray Dalio has a series of explanatory videos that talk about debt cycles and [...]
Note: This is part 1 of our performance report looking at Australian and International direct [...]
Investment markets have a host of both positive and negative factors fighting for supremacy. The [...]
September has historically been the worst month for the stock market, and this year was [...]
I have a working theory that the September quarter earnings (Q3) coming out over the [...]
I wanted to talk about the Australian budget. I’m not seeing what the admirers are [...]
Note: This is the first instalment of our performance report looking at our Australian and [...]
Markets move in cycles. The last 40 years have seen interest rates down from 20% [...]
Before COVID-19 hit, Nucleus Wealth launched a property calculator to help investors or potential homeowners determine [...]
Nobel prize winner Harry Markowitz gets the credit for coining the phrase that “diversification is [...]
The 2008 financial crisis was, at least in part, due to a fundamental flaw in [...]
August saw the market continue the recovery as investors cheered positive news of a potential [...]
The digital games and interactive media sector is probably much larger than you think and [...]