MB fund

A stark divide has opened up between Australia and the rest of the world.

Fore the past few years and the next few, US inflation remains the most important statistic for investors to watch.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen delve into earnings revisions and fundamentals which generally look positive and contrast this with valuations using a range of different metrics.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen delve on this topic.

With Trump announcing a largely anti-China cabinet and speculation about the path for interest rates in Australia, we dive back into the investment outcomes for Australia.

After the US election, what should you be doing?

ASIC recently decided to wind down bank hybrids over a number of years.

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer Damien Klassen looked at the Trump trade – what are markets doing as betting odds improve?

Government Debt is rising, Personal debt is up, corporate debt is up.

The latest stimulus announcement from China looks a lot like the last six or seven announcements.

  There are a lot of “potential” investors on my mailing list.

In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen, dives into SMSF investing and looks at the most common mistakes that investors make.

In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen, checks in on the biggest stock market trends: AI and weight loss drugs.

Just a quick post as I’m musing the consequences of what could be a fundamental shift in AI.

Two of the best-performing stocks in our portfolio over the last year or so have been Eli Lilly and Novo Nordisk, due to their successful obesity drug rollouts.

The oil price has been under pressure in recent weeks, poor demand, lots of supply, increased electric vehicles and weak demand from China.

There is an argument championed by Viktor Shvets that the financialisation of the world has created a flood of excess capital, which may be as high as 10 times global GDP.

Last night NVIDIA reported and sold off as the market was disappointed with the Q3 forecasts.

After a bout of volatility, stock markets have settled.

In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen and Chief Strategist, David Llewellyn-Smith, delved into the arguments for and against more rate hikes in Australia, just as the rest of the world seems resigned to lower interest rates.

There was a big drop in tech stocks last night coupled with a number of reports circulating the blogosphere about how AI is a bust.

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.

China recently re-sparked a metals boom with more announcements of stimulus.

In this week’s podcast Nucleus Wealth’s Chief Investment Officer, Damien Klassen, looks at the growing mania around the boom in AI and the similarities in macro events to the tech boom in 1999.