Nucleus Research and Insights

A couple of notes from BCA make some good points about the prospects for Chinese growth.

China recently re-sparked a metals boom with more announcements of stimulus. We are joined by David Llewellyn-Smith today as we explore the stimulus, what is real and what is a mirage. View the presentation slides Click here to subscribe to our YouTube channel to be notified when this and future ...

In this week’s podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen, looks at the growing mania around the boom in AI and the similarities in macro events to the tech boom in 1999. Agenda: Technological Macroeconomic similarities Societal change View the presentation slides Click here ...

Albert Edwards at Societe General is always worth reading.

While Albo is busy spending $27bn of your money on industrial bandaids, existing manufacturing continues to go bust at an alarming pace:

Yesterday, RBA Governor Bullock restated last month's interest rate guidance in ongoing evidence to Australia's parliament

All of the GDP partials have been released, suggesting that Wednesday's Q1 national accounts will show a deepening per capita recession, led by the household sector.

In this week’s podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, looked at the oil market, which has seen prices drop sharply. OPEC resolve appears to be crumbling, demand is still weak, Chinese EV prices are tumbling and US production ...

FTAlphaville has ripping post on AI.

The March quarter national accounts, the most comprehensive measure of economic activity, will be released on Wednesday.

The Melbourne Institute’s headline and trimmed mean inflation gauge continue to lose steam.

More from the RBA's new deputy, Andrew Hauser:

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Strategist, David Llewellyn-Smith, looks at the boom in metals prices, which seems to be driven by a story rather than fundamentals. We have lots of questions about the sustainability of the current metals ...

Last year, I was wrong about NVIDIA. NVIDIA, in many ways, got "lucky" with crytpo revenue in the early 2020s. NVIDIA happened to have a chip that was efficient at mining, and revenue boomed, then busted. I think that coloured my view on the artificial intelligence market. However, NVIDIA has ...

This week, we are jumping on to some practical finance questions for Australians. Should you pay off your mortgage faster, or should you contribute more to super? The answer (as always!) is: It depends. But we will give you the factors you need to consider in deciding for yourself. Then, one for ...