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 [...]
Vegetable oil prices have halved. Cereal prices are down 20%. Dairy similar. Sugar is one [...]
JP Morgan bought First Republic Bank, the USA’s second-biggest bank failure in history. The [...]
During COVID, right around the world governments suspended normal bankruptcy rules to keep companies alive. [...]
There are early signs that the property market has bottomed, and a number of analysts [...]
Over the last few weeks, the Nucleus Wealth team discussed several times the probability of [...]
Every day there are new applications for Artificial Intelligence (AI), and a Cambrian explosion of [...]
A transition to retirement pension (sometimes referred to as TTR) allows you to transfer part [...]
This week we discuss a number of myths around the rise of India. Most importantly, [...]
It feels like stock markets are standing at the top of a very slippery slope. [...]
There is debate over what point we are in the cycle. Depending on where we [...]
As these things often do, the Silicon Valley Bank situation escalated quickly. Is this a [...]
Last night in the US we saw a number of regional banks run into issues [...]
Given the inflation and GDP numbers yesterday, we thought it was worth an emergency look [...]
Superannuation is an essential part of retirement planning for most Australians. It is a tax-efficient [...]
The energy crisis created significant pessimism in Europe in 2022. A record-warm winter averted a [...]