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

Getting your investment ownership structure wrong can be a costly mistake. One of the very first and most important steps in investing is to choose what type of ownership structure you are going to use.

There are no great surprises in this year's budget for Australia, with the treasurer Jim Chalmers claiming it is a solid and sensible budget. That is probably a good thing, considering the backdrop of inflation, rising interest rates and high energy prices for most of the country. The budget ...

Both Wood Mackenzie and S&P have released separate reports claiming a massive copper shortage. After Wood Mackenzie's report last week, headlines like this appeared: "Almost unattainable" gap between green energy copper demand and mining supply. The last time I wrote about my copper scepticism, ...

In tightening cycles, central banks typically raise rates until something breaks. We have had a few candidates in recent weeks, Credit Suisse, Argentina and most surprisingly the entire UK pension market.

US inflation came in hot overnight. It is worth noting that while there are some positive signs for goods, services inflation is getting worse. See the tables below:

Personal financial advice is expensive. This is no secret. As with any important purchase, you should know how financial advice works. We offer limited personal financial advice at Nucleus Wealth but we don't charge for advice. This means that the scope of the advice is limited to investment advice ...

At a headline level, Australian dividend yields look good. They paid out 4.5% last year, and are forecast to be 4.8% for next year. Well above global developed markets of a little more than 2%. But, as I showed with valuations last week, the story is more complicated under the surface.

There are two things that matter in terms of choosing a weight to Australian stocks in your portfolio. First, are stocks expensive overall. Then, are Australian stocks expensive relative to global valuations. I'm going to deal with the second problem today.