Webinars
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen checked in on the [...]
Performance
Markets were slightly weak in February, but then turned nastily down in March. We sold [...]
Articles
Elon Musk’s association with the Trump Administration has contributed to the tanking of Tesla sales [...]
Alex Joiner, chief economist at IFM Investors, has published a series of charts illustrating the [...]
Goldman on the EUR rocket. Based on our models, the Euro’s surge this week went [...]
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 [...]
As these things often do, the Silicon Valley Bank situation escalated quickly. Is this a [...]
Last night in the US we saw a number of regional banks run into issues [...]
Given the inflation and GDP numbers yesterday, we thought it was worth an emergency look [...]
The energy crisis created significant pessimism in Europe in 2022. A record-warm winter averted a [...]
