Webinars
There was a big drop in tech stocks last night coupled with a number of [...]
After surviving an assassination attempt, Trump is leading most polls for the next president. [...]
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 Australian investment landscape is dominated by oligopolies. Many of these oligopolies are large [...]
We have seen a raft of comments and discussions from the governor of the Reserve [...]
NVidia hit a market capitalisation of USD1 trillion this week after a stunning set of [...]
In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser [...]
From an investment perspective, betting on vested interests to win the issue of the day [...]
In November, China issued a sweeping directive to rescue its property sector. At face value, [...]
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 [...]
During COVID, right around the world governments suspended normal bankruptcy rules to keep companies alive. [...]
There are early signs that the property market has bottomed, and a number of analysts [...]
Over the last few weeks, the Nucleus Wealth team discussed several times the probability of [...]
Every day there are new applications for Artificial Intelligence (AI), and a Cambrian explosion of [...]
This week we discuss a number of myths around the rise of India. Most importantly, [...]
It feels like stock markets are standing at the top of a very slippery slope. [...]
There is debate over what point we are in the cycle. Depending on where we [...]