Coal: Game Over
The RBA was out last night discussing climate change and posted the following chart of energy costs which confirms ourRead more.
Worried about the effect of the Australian Housing Crash on your portfolio?
We understand that many of our investors are concerned by the ongoing pullback in Australian house prices, and are nowRead more.
2020 Earnings False Dawn
The Wall Street Journal was out yesterday with a comment expressing optimism on 2020 earnings forecasts that is wrong: WhileRead more.
Why is MMT the new black?
Modern Monetary Theory or MMT seems to be being discussed everywhere lately, and a number of high profile debates betweenRead more.
AQR: New S.M.O.O.T.H. Fund
Quick shout out to AQR (a large US quantitative manager) who have a post out fighting the good fight againstRead more.
Are you kidding yourself about diversification?
For years, the RBA has argued that an economic recovery is “just around the corner” with wages and inflation aboutRead more.
Feb 2019 Performance
Stock markets continued to rally in February to recover most of the losses from late 2018, at the same time AustralianRead more.
January 2019 Performance
Stock markets continued to rally in January and the start of February to recover most of the losses from lateRead more.
December 2018 Performance
Stock markets around the world bounced hard off their Christmas lows to give some respectability to what would have otherwiseRead more.
Stock markets around the world have fallen precipitously over the last 3 months, and our portfolios have not been immuneRead more.
October 2018 Performance
Global equities had the worst monthly fall since May 2012 when the euro sovereign debt crisis and Grexit loomed large.Read more.
After a strong August performance, September saw a pull-back in most of our portfolios amid concerns surrounding trade tensions, China’s economicRead more.
Nucleus Investment Insights – Special Guest Aleks Vickovich
We have another special guest week in Aleks Vickovich, who is currently digital editor at the refreshed Sky News BusinessRead more.
Nucleus Investment Insights – Special Guest – Philip Soos
We have another special guest week in Philip Soos is an independent economist and PhD candidate investigating bank crime andRead more.
Nucleus Investment Insights – Frankencredits and you.
This week’s LIVE webinar (12:30pm AEST, Thursday 28 Feb) – we look at the proposed changes to refundable imputation credits.Read more.
Nucleus Investment Insights – China Attacks!
This week’s LIVE webinar we explore the retaliation of China on a number of fronts. Join Nucleus Wealth’s Head ofRead more.
Nucleus Investment Insights – Special Guest – Graham Hand
Join Nucleus Wealth’s Head of Investments, Damien Klassen and Tim Fuller as we learn more about the real impacts ofRead more.
Nucleus Investment Insights – House Crash to smash the Aussie Economy?
This week’s LIVE webinar (12:30pm AEST, Thursday 7 Feb) – we explore the state of the four main pillars of AustralianRead more.
For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.