I've got a few quick thoughts on Victorian vaccine targets because I would love to get out of lockdown a few weeks early, and I think we have the wrong vaccine policy settings to do that.
August was another strong month for the stock market. Our tactical portfolios performed well, Growth led the way up 2.9% over the month. We spoke last month about selling Australian stocks into the rallies, believing there will be a slow down in the next few months led by China and so far in ...
In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro are joined by Private Debt specialist Jonathan Rochford of Narrow Road Capital, and Insolvency expert Barry Kogan of McGrathNicol to answer the question "where are all the ...
The Evergrande saga is intensifying daily. The firm’s equity is all but gone. Its debt barely trades. Its sales and assets are crashing in value. Its brand damage is ruinous.
In today's investment webinar, MB Fund's Head of Investments Damien Klassen, Head of Operations Shelley George, and Senior Financial Advisor Mark Monteiro shed light on how Trump broke the Shiller P/E ratio, and how we'd suggest fixing it For many value investors, the Shiller Price/Earnings ratio ...
I had a fascinating space investment conversation (podcast) today with Dr Andrew Barton, an engineer specialising in space technologies with a long career in both Australia and internationally.
In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro are joined by space investment professional Dr. Andrew Barton to discuss opportunities in the industry and if your portfolio needs space On the agenda: Background on recent ...
In this episode of Nucleus Wealth Empower, Nucleus Wealth’s Head of Operations Shelley George sits down with Steve Crawford of Experience Wealth to demistify the process of what goes into buying your first house. Empowering you to develop money and investing as tools for living your fullest life. ...
Last week I dealt with the less controversial changes to the Shiller P/E. You probably want to read that first. In this post, I derive a more advanced version: CAPE 3.0. The main finding? If you measure it differently, the last 20 years go from being an expensive aberration to a typical investment ...
In today's investment webinar, Nucleus Wealth's Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro discuss the Chinese Economy's Hard Landing On the agenda today: Background Three scenarios: hard landing in old economy; hard ...
For many value investors, the Shiller Price/Earnings ratio is the holy grail. There are a number of problems with the ratio which are making it look way more expensive than it is. If we fix just some of the least contentious issues, the Shiller P/E looks almost 25% cheaper.
In today's investment webinar, Nucleus Wealth's Chief Economist Leith van Onselen, Head of Investments Damien Klassen, and Senior Financial Advisor Mark Monteiro set the scene for the rocky economic path out of lockdowns On the agenda: The consensus view is that Australia’s economic rebound will be ...
In this episode of Nucleus Wealth Empower, Nucleus Wealth’s Head of Operations Shelley George sits down with Rachel Alembakis of FS Sustainability to break down what the Intergovernmental Panel on Climate Change's (IPCC) latest report on climate change means, and what we can do with our investments ...
We covered inflation in a lot of detail in our four-part series earlier this year. So far, the inflation cycle is playing out largely as foreshadowed. In particular, the inventory supercycle.
