For the second month in a row stock markets have tumbled in the first week of the month. As such, last month’s performance is far less meaningful than current conditions.
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, looked at what we know about Trump’s new tariffs, what they mean for the stock market and our thoughts on the market effect.
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen looked at earnings forecasts and which sectors are starting to see the effects of the chaos around policy making and tariffs.
As we know, Australian industry has been dying for decades. So much so that we are leading the OCED into industrial oblivion.
I have repeatedly labelled the Australia-United States Free Trade Agreement (AUSFTA) a terrible deal for Australia that massively favours the US and disadvantages Australia.
The Market Ear with an amusing set-up for equities. The humans have turned bearish. The robots want to buy!
Markets took a tumble this month. During downturns there are plenty of mistakes that investors make and things that they should be doing.
In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen checked in on the market after recent large falls and discussed what to watch for going forward.
Markets were slightly weak in February, but then turned nastily down in March. We sold down stocks at the start of March - more detail below.
Elon Musk's association with the Trump Administration has contributed to the tanking of Tesla sales across the globe.
Alex Joiner, chief economist at IFM Investors, has published a series of charts illustrating the explosive growth in non-market (government-aligned) employment, which has pulled down the nation's productivity.
Goldman on the EUR rocket.
It has been a busy few weeks in geopolitics. Late last week, we changed our portfolio allocation to pull back on stocks in our tactical funds.
In this week's podcast, Nucleus Wealth's Chief Investment Officer, Damien Klassen checked in on house price affordability for Australians after the recent interest rate cuts.
The Market Ear with more.
.png)
.png)
