Content

Here you will find all the content produced at Nucleus Wealth, including articles published by the investment team, weekly investment-centric webinars (also presented in podcast format) and monthly performance reports. Click the buttons above if you’re interested in a specific type of content

Electric Dreams
Some Coalition in-fighting on electric cars and a new electric "Black Cab" in London caught my eye overnight and given our
Nucleus December Performance
December 2017 Performance
Good news: Stock selection continues to support performance with our international portfolio outperforming a falling world market. Bad news: Statistically,
Bracing for a near term melt up
I wanted to follow up on Jeremy Grantham's comments from yesterday and run through some of GMO’s asset allocation views
IMF debunks "China is different" meme
The International Monetary Fund (IMF) put out a white paper Friday titled “Credit Booms—Is China Different?” The answer? Not in
Stocks to short for your grandkids
Richard Bookstaber recently put out an interesting post on sectors that he thought had problems on a 30-40 year view. 
Earnings down on Trump tax cuts?
A few companies have come out recently talking about the effect of Trump tax cuts and flagging large losses/write-downs. From