Webinars
There was a big drop in tech stocks last night coupled with a number of [...]
After surviving an assassination attempt, Trump is leading most polls for the next president. [...]
This week we also scoot around the world at sector and country valuations. Where looks [...]
Articles
Are we headed for Tech Boom 2.0? There are considerable parallels between the tech boom [...]
Performance
In May, the AI stocks continued to lead the charge, pushing stock markets higher. Our [...]
Global reporting season was pretty decent at a headline level – there are lots of [...]
The new look US Department of Energy released a big report last week on the [...]
Investing can be a volatile ride, the last few days have reminded us. The last [...]
Given: (1) a spike in the AUD to over 80c vs the USD (2) an [...]
The bit I don’t get with the whole CBA money laundering through ATMs is why? [...]
The biggest risk to the thoughts I have presented on energy costs are the assumptions [...]
Last week we got an update from the US EIA on the growing differential between [...]
Quick chart from the Wall Street Journal / BMI overnight asking the question: Are energy [...]
Bloomberg ran a story this week about conflicts of interest in the robo-advice world with [...]
We have had a terrific response from investors in the opening month at Nucleus Wealth. [...]
There are a few studies that show that the richer you are the better your [...]
The US missile strikes in Syria today create a considerable investment issue. On the bullish [...]
There have been a bunch of articles out in the last week about the rise [...]
Asset manager GMO / James Montier hit on a lot of the themes near to [...]
No market goes up in a straight line, and so the US stock market was [...]