Recently in Washington, Joe Biden exercised his presidential veto powers for the first time on a bill that would have banned federal pension fund managers from considering ESG issues for investment and shareholder rights decisions. The Republicans want to stop what they’re calling ‘woke¹ liberal’ ...

It feels like stock markets are standing at the top of a very slippery slope. No guarantees that stock markets will fall, but the risks are certainly elevated. We are back with banks again this week. We won't give too much away in this intro, partly because things are moving fast enough that it ...

This is a repost of an article that we wrote for Morningstar Firstlinks.

It feels like stock markets are standing at the top of a very slippery slope. No guarantees that stock markets will fall, but the risks are certainly elevated. The unfolding banking crisis has several curious factors.

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There is debate over what point we are in the cycle. Depending on where we are, there are different stocks that you want to own. Value, growth, defensive, quality stocks - all have benefits at different points in the cycle. In this investment podcast, Nucleus Wealth’s Chief Investment Officer, ...

US inflation came in around expectations. More than a few data points in this report are reversing the recent trend of falling inflation. Based on surveys and upstream data points, I believe inflation is heading for deflation. But, this report did little to support the argument. See tables:

As these things often do, the Silicon Valley Bank situation escalated quickly. Is this a sign that the Federal Reserve has raised rates until they broke something? In this special episode, Nucleus Wealth's Chief Investment Officer, Damien Klassen and Chief Operating Officer, Shelley George lifted ...

Last night in the US we saw a number of regional banks run into issues and have dramatic falls in share price. A range of the largest US banks including JP Morgan, Bank of America and Wells Fargo fell over 5%. Bond yields tumbled (bond prices rose). This could be the precursor to a deeper banking ...