US inflation came in lower than expected yesterday. It is probably getting better, but I'll also note that you can see what you want in the numbers. If your view is that inflation is heading for deflation, then look to goods falling at an annualised rate of 3.5% over the last quarter. If your view ...

Stock markets boomed again in November. Australian stocks were up 7%, International stocks also boomed, but were held down by a higher Australian dollar. Bond markets rose. Mostly, performance was a reaction to slightly better inflation, perceived changes in tone from central banks and a shift in ...

In this investment podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen, Nucleus Wealth’s Chief Strategist David Llewellyn-Smith, and Senior Financial Adviser Samuel Kerr discussed what Paul Keating called Australia’s 1990/1 recession, “the recession” we had to have. Today the Nucleus ...

In this investment podcast Nucleus Wealth's Chief Investment Officer Damien Klassen, Chief Operating Officer Shelley George and Chief Strategist, David Llewellyn-Smith discussed the recent crypto implosion. Following the collapse in FTX and subsequent chapter 11 filing for BlockFi, will there be a ...

In this investment podcast Nucleus Wealth's Chief Investment Officer Damien Klassen, Senior Financial Adviser Samuel Kerr and podcast guest, Caroline Di Russo, discussed the great insolvency façade and the luxury goods market. Caroline is a lawyer with 15 years of experience in commercial ...

In this week's investment webinar, Nucleus Wealth is joined by Stephen Mitchell, CEO of private capital lender Oak Capital and second-tier mortgage broker Resicom, to talk about the cracks starting to appear in the Australian property market. With the Australian property market in major flux, we ...

Stock markets boomed in October after being smashed in September. International stocks were up 7%, Australian up almost 6%. Bond markets fell very slightly, but the long end actually improved. Over the past 12 months, our growth fund is down about 5% vs benchmark funds down around 8% due to our ...

Over the weekend, China issued a sweeping directive to rescue its property sector. This was on top of further signs it is relaxing the COVID-zero policy. At face value, it is a major recalibration of its pandemic response.

US inflation came in lower than expected overnight. Markets roared higher.

On this week's podcast, we are joined by Evan Lucas, The Chief Market Strategist at Invest Smart to talk about his new book Mind Over Money and to discuss the markets. Agenda: Evan's book Mind Over Money & the psychology of investing Asset Allocation Stock Selection Australian vs international ...