Articles
Short squeeze on deck. The Market Ear. Nasty McElligott sums it up well. This is [...]
This week’s CPI data from the Australian Bureau of Statistics (ABS) confirmed that the post-pandemic [...]
Webinars
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Economist, Leith [...]
The latest pricing from the interest rate futures market has the official cash rate falling [...]
My favourite strategist is back. Macquarie strategist Viktor Shvets sees the potential for what he [...]
The last few weeks have confirmed our view that most of the cash from Trump [...]
Labour has proposed a number of changes to franking credits paid on dividends. The proposal [...]
Our pitch to investors has been that by investing in a mix of quality and value [...]
The main concern that I have with profit growth driven by tax cuts is that [...]
There is a battle going on in the financial press for the hearts and wallets [...]
I had a few questions about how the numbers from Reneweconomy earlier this week showing [...]
Given the events of the last week, it feels like performance for January is largely [...]
In June 2007, two relatively obscure Bear Stearns mortgage funds closed. With the benefit of [...]
With markets in free fall over the past two days, the question for investors is [...]
Some Coalition in-fighting on electric cars and a new electric “Black Cab” in London caught [...]
Good news: Stock selection continues to support performance with our international portfolio outperforming a falling [...]
I wanted to follow up on Jeremy Grantham’s comments from yesterday and run through some [...]
The International Monetary Fund (IMF) put out a white paper Friday titled “Credit Booms—Is China [...]
Richard Bookstaber recently put out an interesting post on sectors that he thought had problems [...]
A few companies have come out recently talking about the effect of Trump tax cuts [...]
