Government Debt is rising, Personal debt is up, and corporate debt is up. Insolvencies are suddenly rising, and China is not riding to the rescue.
The latest stimulus announcement from China looks a lot like the last six or seven announcements. But the iron ore reaction was dramatic.
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. View the presentation slides Click here to subscribe to our YouTube channel to be notified when this and future episodes go live ...
In August global markets added to their strong performance so far this year, however the rising AUD offset all of the gains. The Australian market finished up slightly. Our portfolios all outperformed their benchmarks. Our tactical portfolios outperformed as longer-term bonds rallied.
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. Are they overheated? What are the latest developments and should you still be invested in these companies? View the presentation slides Click ...
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 question is whether there is more growth to come or if the share prices have run too far.
The oil price has been under pressure in recent weeks, poor demand, lots of supply, increased electric vehicles and weak demand from China. In this week's podcast Nucleus Wealth's Chief Investment Officer, Damien Klassen, and Chief Strategist, David Llewellyn-Smith, runs through these issues and ...
US inflation came in low. Services are still running hot, but that is mostly driven by housing costs. It would seem that the housing costs in CPI are probably overstated. See tables:
