Articles
Short squeeze on deck. The Market Ear. Nasty McElligott sums it up well. This is [...]
This week’s CPI data from the Australian Bureau of Statistics (ABS) confirmed that the post-pandemic [...]
Webinars
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, and Chief Economist, Leith [...]
The latest pricing from the interest rate futures market has the official cash rate falling [...]
My favourite strategist is back. Macquarie strategist Viktor Shvets sees the potential for what he [...]
2021 began with optimism. After Victoria beat off its virus second wave, Australia was effectively [...]
A client asked us to look at a recent Bridgewater post titled It’s Mostly a Demand [...]
Broadly speaking, investing in either direct international shares or in international Exchange Traded Funds (ETFs) [...]
Investors seem to be looking at the same data and drawing vastly different conclusions. It’s [...]
Evergrande is not a rogue operator. Evergrande is merely the largest and most indebted property [...]
I’ve got a few quick thoughts on Victorian vaccine targets because I would love to [...]
The Evergrande saga is intensifying daily. The firm’s equity is all but gone. Its debt [...]
I had a fascinating space investment conversation (podcast) today with Dr Andrew Barton, an engineer [...]
Last week I dealt with the less controversial changes to the Shiller P/E. You probably [...]
For many value investors, the Shiller Price/Earnings ratio is the holy grail. There are a [...]
Nucleus Wealth are delighted to have received the 2021 IMAP Managed Account Award in the Innovation [...]
We covered inflation in a lot of detail in our four-part series earlier this year. So far, [...]
We are proud to announce that Nucleus Wealth has been named a finalist for the [...]
Most of the global reporting season is over before the Australian reporting season has begun. [...]
Has anybody else noticed how nobody is talking about a “commodity supercycle” anymore? There is [...]
