Articles
OK. Let me get this out of the way up front: Trump will declare victory [...]
Via Goldman’s useful Scott Rubner who sees risk on. 1. Largest macro ETF shorting since [...]
The bubble of a lifetime in CBA shows no signs of bursting at 26x growthless [...]
The first battle between bond vigilantes and King Trump has gone to the former. Members [...]
DXY is taking a breather. AUD is ripping into a short-squeeze. But it is wearing [...]
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 [...]
A frequent focus point for the media is whether a company “beat” its earnings [...]
Via The Australian: Industry super fund Hostplus is taking a contrarian view on the market [...]
Correlation doesn’t equal causation. But sometimes it does. I would like to know whether the [...]
Vested interests are everywhere, chipping away at the moral fibre of politicians, tilting taxes in [...]
I belatedly found this slide deck from a GMO presentation from earlier in the year [...]
Good breakdown by Credit Suisse (via the Wall Street Journal) on where the US earnings [...]
The shoe is on the other foot for a change with a Chinese company (recently [...]
