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 [...]
NVIDIA took a tumble this week as DeepSeek fears overran the market. In this [...]
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen delve into earnings revisions [...]
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen delve on this topic. [...]
In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen, checks in on the [...]
Last night NVIDIA reported and sold off as the market was disappointed with the Q3 [...]
There was a big drop in tech stocks last night coupled with a number of [...]
This week we also scoot around the world at sector and country valuations. Where looks [...]
This is the remastered version of our podcast. Our episodes will continue to be recorded [...]
Globally producer price indexes have turned down quite decisively. China is trying to deal with [...]
Over the past few months the market has had a bifurcated view. Q2 earnings are [...]
Steve Keen made a name for himself challenging conventional economic wisdom. In particular, Steve [...]
The Australian investment landscape is dominated by oligopolies. Many of these oligopolies are large [...]
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. [...]
