Starbucks / Maccas free transport model
Bloomberg ran a report last week on electric cars that turned into a longer read than I expected as I chasedRead more.
The Power of Deduction
There has been a recent push in the planning fraternity to renew calls for upfront financial planning advice to be made taxRead more.
Asset Allocation vs Stock Selection
There was another entry into the academic statistical war that makes up the debate between whether asset allocation or stockRead more.
Signs of life in Eurozone earnings
Global reporting season was pretty decent at a headline level – there are lots of more interesting things happening atRead more.
Coal still doomed
The new look US Department of Energy released a big report last week on the power industry. As a reminderRead more.
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Nucleus Insights : Will 2018 Trump 2017?
Damien Klassen, David Llewellyn Smith and Tim Fuller run through some keys areas under consideration as the Trump boom movesRead more.
Good news: Stock selection continues to support performance with our international portfolio outperforming a falling world market. Bad news: Statistically,Read more.
Nucleus Insights : SMSF ‘Summer Clean’ Master Class
Tim Fuller and Damien Klassen run through some keys areas to consider when assessing the performance, fees and asset allocationRead more.
Nucleus Insights : The Boom and Bust of China.
David Llewellyn Smith, Damien Klassen and Tim Fuller discuss the rise and rise of China, it’s “Minsky moment”, where itRead more.
Nucleus Insights : The Future of Energy
Damien Klassen, David Llewellyn Smith, and Tim Fuller discuss their views on the rapidly changing energy landscape, and how youRead more.
For graphs and statistics referenced, please download the slides to follow the podcast in greater detail.