Nucleus Research and Insights

One factor I have been watching closely is the spread of the coronavirus through summer or tropical countries. For most of February, it appeared travellers brought COVID-19 to summer or tropical countries, but the spread within those countries was limited. That looks to be changing.

Last week I published our monthly performance report. I addressed the question of when do we look to start deploying our cash & bonds back into stocks. My throwaway line was effectively "wake me up when the stock market is down 30%". Embarrassingly, we arrived at this point a little faster than ...

In today's webinar, hear from Nucleus Wealth’s Head of Investment Damien Klassen, Chief Economist Leith van Onselen, Head of Operations Tim Fuller and leading globalisation specialist Salvatore Babones, as they cover "Can Australia survive Coronavirus & China combination blows?" Coronavirus ...

For a few weeks in late January and early February, stock markets suspended belief. Pundits on every channel emerged, suggesting a small economic dip followed by a massive stimulus package meant it was time to bid expensive stocks even higher. Meanwhile, in the real world:

Last month we threw in the towel on share markets. This month share markets were the ones to throw in the towel. From our previous monthly report:

Don't be fooled by the dividend yields that you might see for the major Australian banks. They are reflecting a rosy vision of the future that is far from certain, and in my view are a value trap.

In today's webinar, hear from Nucleus Wealth’s Head of Investment Damien Klassen, Chief Economist Leith van Onselen and Head of Operations Tim Fuller, as they cover "Australian Economy: Calm before the storm" The Q4 National accounts are hot off the presses, showing 0.5% of economic growth in Q4 ...

Chris Martenson ran this chart on his podcast over the weekend, suggesting that Thailand may have just rebranded their COVID-19 cases. Chris has been very good on the coronavirus outbreak, but on this one, I'm not convinced.

Most studies agree that asset allocation adds way more over time than stock selection. They also agree that private investors cost themselves a lot of money over a cycle by buying after the market has risen and then selling after it has fallen.

The markets have finally woken up to the threat of Coronavirus on global growth, what does this mean to you?

In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith and Head of Operations Tim Fuller, as they cover "Coronavirus: Markets awaken in fright" Stock Markets have been the last to catch onto the economic impacts of Coronavirus, and ...

COVID-19 has been an issue for weeks. The bond market realised it. Forex markets realised it. So don't give me the "Italy changes everything" bullshit. And spare me your "black swan" nonsense*.

In today's webinar, hear from Nucleus Wealth's Head of Investment Damien Klassen, Head of Operations Tim Fuller and special guest Christopher Joye as they cover the "Attack of the Zombies". Discussion ranges from Chris Joye's take on Government and Hybrid Bonds, rising interest rates, Inflation ...

In the last three years, Australian houses have gone from boom to bust and now back to boom again. I have written in the past about how crazy the property cycle is, and recently, a buying frenzy has pushed prices back toward previous highs. Many are calling the market up 10% over the next year, but ...