The latest stimulus announcement from China looks a lot like the last six or seven announcements. But the iron ore reaction was dramatic.
There are a lot of "potential" investors on my mailing list. Waiting for the right entry point into the market. Some have been there for almost a decade, watching, waiting and hoping that market valuations will revert to average. Stuck on the sidelines. The question is whether valuations should be ...
In this week's podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen, dives into SMSF investing and looks at the most common mistakes that investors make.
In August global markets added to their strong performance so far this year, however the rising AUD offset all of the gains. The Australian market finished up slightly. Our portfolios all outperformed their benchmarks. Our tactical portfolios outperformed as longer-term bonds rallied.
In this week's podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen, checks in on the biggest stock market trends: AI and weight loss drugs.
Just a quick post as I'm musing the consequences of what could be a fundamental shift in AI.
Two of the best-performing stocks in our portfolio over the last year or so have been Eli Lilly and Novo Nordisk, due to their successful obesity drug rollouts. The question is whether there is more growth to come or if the share prices have run too far.
The oil price has been under pressure in recent weeks, poor demand, lots of supply, increased electric vehicles and weak demand from China.
US inflation came in low. Services are still running hot, but that is mostly driven by housing costs. It would seem that the housing costs in CPI are probably overstated. See tables:
There is an argument championed by Viktor Shvets that the financialisation of the world has created a flood of excess capital, which may be as high as 10 times global GDP. While there are moments where it freezes up – by the Bank of Japan most recently, but also by the bank of England last year, ...
