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 [...]
Global equities had the worst monthly fall since May 2012 when the euro sovereign debt [...]
The Oxford Institute for Energy Studies has an in-depth piece out on the cost of LNG [...]
After a strong August performance, September saw a pull-back in most of our portfolios amid concerns [...]
Fifteen months ago we started investing money for clients with a vision to bridge the [...]
Quantitative and statistical models are extremely useful in investing. But they are guides, not gospel. [...]
The Wall Street Journal suggests that they may have: I’m not seeing it yet in [...]
International stock markets ripped higher in August and both the Australian dollar and bond [...]
This post is dedicated to all of the Nervous Investors out there: you know who [...]
Investment markets are late in the economic cycle, the issue being that you never know [...]
The Hitchhikers Guide to the Galaxy has a galactic president: The President is very much [...]
July marked our first full year of live investment as Nucleus Wealth. We started the [...]
There is more from the Royal Commission grilling of National Australia Bank today, “Hopelessly Conflicted” [...]
News out this morning that ASIC Chairman James Shipton has greenlit the prospect of tactical [...]
Fairfax has been running a series of articles (see here and here) on the collapse [...]
From the AFR: The owners of Australia’s $117 billion listed real estate sector are expecting the [...]