Posts about Stocks

I spend a lot of time asking one simple question: Can earnings keep doing the heavy lifting? Valuations are stretched at the top end of the market, and the AI investment cycle is still in full flight. Yet, for all the worry, the income statement remains surprisingly resilient.

China says its economy is growing at 5.2%, but falling prices and sluggish demand tell a very different story. Some are now calling it a “golden depression”—recession hidden by stimulus.

Tesla has finally, sort of, launched driverless cars. Waymo is doing 250,000 trips per week.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen looked through what worked in 2025, what didn't and where we are opening 2026.

The biggest narrative in world markets surrounds the US. On one hand, the US economy has been growing strongly, is resilient and has seen significant productivity growth.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Economist, Leith van Onselen, discussed the Reserve Bank of Australia’s interest rate cut and explore its impact on residential housing and the broader economy.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and special guest economist Cameron Murray unpacked the downsides of superannuation as a pension supplement—and explore the broader social issues it creates.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, unpacked a range of easy-to-implement strategies—including salary sacrifice, after-tax contributions, spouse splits, recontribution tactics, and smart timing before 30 June—to help listeners retain more of their ...

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Economist, Leith van Onselen, examined the economic impacts of Dutton vs Albanese vs a hung parliament. Did you need to position your portfolio ahead of the election?

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen delve into the factors we are looking for to show that the market may have bottomed. What are the long-term valuation metrics and how should investors be thinking about them?

In this week’s podcast, we left the topic open with the view that Trump would probably say or do something big. And Trump delivered.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, looked at what we know about Trump’s new tariffs, what they mean for the stock market and our thoughts on the market effect.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen looked at earnings forecasts and which sectors are starting to see the effects of the chaos around policy making and tariffs.

Markets took a tumble this month. During downturns there are plenty of mistakes that investors make and things that they should be doing.

In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen checked in on the market after recent large falls and discussed what to watch for going forward.