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

Will Trump break markets, or will markets break Trump?
OK. Let me get this out of the way up front: Trump will declare victory either way. However, it seems
Santa arrives late for equities
Via Goldman's useful Scott Rubner who sees risk on. 1. Largest macro ETF shorting since 2021 at GS PB Current
Magnificent 8th, CBA, enters ludicrous bubble phase
The bubble of a lifetime in CBA shows no signs of bursting at 26x growthless earnings. Hilariously, on two-year forward
Markets buckle King Trump
The first battle between bond vigilantes and King Trump has gone to the former. Members of President-elect Donald Trump’s incoming economic
Australian dollar rips into short squeeze
DXY is taking a breather. AUD is ripping into a short-squeeze. But it is wearing CNY concrete boots. Oil is
December 2024 Performance
For the 12 months to Dec 31 it was a cracking year for stocks. To be more specific, it was