Articles
Trump has begun an unprecedented attack on the norms of US lawmaking. The scale and [...]
Webinars
Tariffs, in an ever-evolving form, are front page of every business paper at the moment. [...]
Performance
Another big month for markets. Our international portfolio in particular performed much better than benchmark, [...]
Justin Fabo from Antipodean Macro posted the following update on labour productivity across major advanced [...]
Australia’s manufacturing sector has shrunk to just over 5% of GDP, the lowest share in [...]
The latest stimulus announcement from China looks a lot like the last six or seven [...]
There are a lot of “potential” investors on my mailing list. Waiting for the [...]
In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen, dives into SMSF investing [...]
In August global markets added to their strong performance so far this year, however the [...]
In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen, checks in on the [...]
Just a quick post as I’m musing the consequences of what could be a fundamental [...]
Two of the best-performing stocks in our portfolio over the last year or so have [...]
The oil price has been under pressure in recent weeks, poor demand, lots of supply, [...]
US inflation came in low. Services are still running hot, but that is mostly driven [...]
There is an argument championed by Viktor Shvets that the financialisation of the world has [...]
Last night NVIDIA reported and sold off as the market was disappointed with the Q3 [...]
After a bout of volatility, stock markets have settled. In this week’s podcast, Nucleus Wealth’s [...]
In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist, David [...]
There was a big drop in tech stocks last night coupled with a number of [...]
After surviving an assassination attempt, Trump is leading most polls for the next president. [...]
