Articles
Trump has begun an unprecedented attack on the norms of US lawmaking. The scale and [...]
Webinars
Tariffs, in an ever-evolving form, are front page of every business paper at the moment. [...]
Performance
Another big month for markets. Our international portfolio in particular performed much better than benchmark, [...]
Justin Fabo from Antipodean Macro posted the following update on labour productivity across major advanced [...]
Australia’s manufacturing sector has shrunk to just over 5% of GDP, the lowest share in [...]
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 [...]
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 [...]
