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In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Economist, Leith [...]
Articles
The Q4 national accounts release from the Australian Bureau of Statistics (ABS) revealed that households [...]
Alex Joiner from IFM Investors has published the following chart showing the sharp reversal of [...]
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and special guest economist [...]
Over the past decade, the Australian economy has recorded some of the poorest productivity growth [...]
The bit I don’t get with the whole CBA money laundering through ATMs is why? [...]
The biggest risk to the thoughts I have presented on energy costs are the assumptions [...]
Last week we got an update from the US EIA on the growing differential between [...]
Quick chart from the Wall Street Journal / BMI overnight asking the question: Are energy [...]
Bloomberg ran a story this week about conflicts of interest in the robo-advice world with [...]
There are a few studies that show that the richer you are the better your [...]
The US missile strikes in Syria today create a considerable investment issue. On the bullish [...]
There have been a bunch of articles out in the last week about the rise [...]
Asset manager GMO / James Montier hit on a lot of the themes near to [...]
No market goes up in a straight line, and so the US stock market was [...]
Yesterday we had a long look at solar and battery power and how they affect [...]
Fossil fuels have a limited time as viable sources of energy. And I’m not talking [...]
Fund results out today from S&P are not good for active fund managers: [...]
Snapchat is listing shortly, probably early March. It’s a unicorn, a start-up with a valuation [...]
Last week I ran through the big long-term (20-40 year) economic trends (click here for [...]