Webinars
This week we also scoot around the world at sector and country valuations. Where looks [...]
Articles
Are we headed for Tech Boom 2.0? There are considerable parallels between the tech boom [...]
Performance
In May, the AI stocks continued to lead the charge, pushing stock markets higher. Our [...]
The Reserve Bank of Australia has held rates again and hasn’t added a hawkish bias [...]
It’s amazing how two economists can see the macroeconomy so differently. Judo Bank chief economist [...]
In this episode, Nucleus Wealth Chief Operating Officer, Shelley George, and Senior Financial Adviser, Samuel [...]
Are we heading into a classic central bank-created bust, following a boom fuelled by low [...]
This week we look at how to profit from a falling iron ore price. [...]
Globally producer price indexes have turned down quite decisively. China is trying to deal with [...]
In this episode, we confront the prevailing fixation on GDP as a sole indicator of [...]
In his book, The Ulysses Contract, Michael Kemp explores some of the innate behaviors, biases [...]
It has been a volatile 6 months in macroeconomic outlooks. A year ago, it [...]
Extraordinary scenes in Russia this week as a coup put a significant dent into Putin’s [...]
For the last few months we have been talking about how the soft data (i.e. [...]
Vegetable oil prices have halved. Cereal prices are down 20%. Dairy similar. Sugar is one [...]
JP Morgan bought First Republic Bank, the USA’s second-biggest bank failure in history. The [...]