Webinars
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen checked in on the [...]
Performance
Markets were slightly weak in February, but then turned nastily down in March. We sold [...]
Articles
Elon Musk’s association with the Trump Administration has contributed to the tanking of Tesla sales [...]
Alex Joiner, chief economist at IFM Investors, has published a series of charts illustrating the [...]
Goldman on the EUR rocket. Based on our models, the Euro’s surge this week went [...]
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 [...]
Yesterday we had a long look at solar and battery power and how they affect [...]
Fossil fuels have a limited time as viable sources of energy. And I’m not talking [...]
Interesting article out yesterday revealing the largesse local developers are now showering brokers and spruikers [...]
Goldman Sachs offers this chart on central bank independence: [...]
As covered today by Leith over at MacroBusiness here and here, today’s ABS release confirms what [...]
Fund results out today from S&P are not good for active fund managers: [...]
Snapchat is listing shortly, probably early March. It’s a unicorn, a start-up with a valuation [...]
AMP released their results last week, bringing with it news that it was reducing its [...]
Last week I ran through the big long-term (20-40 year) economic trends (click here for [...]
For the last six years, I have had a relatively consistent view on Australian asset allocation. [...]
