Causes of Secular Stagnation
Asset manager GMO / James Montier hit on a lot of the themes near to my heart with a recentRead more.
Buy or Sell the US dip?
No market goes up in a straight line, and so the US stock market was due a pull back atRead more.
Will batteries disrupt oil?
Yesterday we had a long look at solar and battery power and how they affect the electricity sector. Today weRead more.
Energy Prices: Party or Parity?
Fossil fuels have a limited time as viable sources of energy. And I’m not talking about saving the planet orRead more.
On a Mission for Commission
Interesting article out yesterday revealing the largesse local developers are now showering brokers and spruikers real estate advisers (I hesitateRead more.
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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.
Nucleus Insights : The Future of Oil
Join Damien Klassen, David Llewellyn Smith and Tim Fuller as we cover off on the prospects and possibilities of globalRead more.
For graphs and statistics referenced, please download the slides listed in each episode’s description to follow in greater detail.