In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, and Senior FInancial Advisor Mark Monteiro are joined by Matthew Johnson, the Principal of Signal Macro to discuss our thoughts on why Australian Banks are so profitable compared to International Banks. You can find ...

Last week I dealt with the less controversial changes to the Shiller P/E. You probably want to read that first. In this post, I derive a more advanced version: CAPE 3.0. The main finding? If you measure it differently, the last 20 years go from being an expensive aberration to a typical investment ...

For many value investors, the Shiller Price/Earnings ratio is the holy grail. There are a number of problems with the ratio which are making it look way more expensive than it is. If we fix just some of the least contentious issues, the Shiller P/E looks almost 25% cheaper.

In today's investment webinar Nucleus Wealth's Head of Investments Damien Klassen, Senior Analyst Radek Zeleny and Financial Advisor Mark Monteiro explore reporting season, and if the profit boom can last On the agenda: Top down US Earnings Regional Earnings Sector earnings Inflation Individual ...

Has anybody else noticed how nobody is talking about a "commodity supercycle" anymore? There is a good reason for this. A commodity supercrash has begun instead.

This is the final in our series of four posts on the contrarian view for inflation. This time we look at what to do from an investment perspective.

This is the third in a series of four posts on the contrarian view for inflation, this time dealing with the inventory supercycle.

This is the second in a series of four posts I'm publishing on the contrarian view for inflation.

Runaway inflation is the theme du jour. “Protect your portfolio from hyperinflation” scream headlines from investment newsletters. I have an alternative scenario for you. Current inflation is supply-chain based, temporary, and the recent price signals might actually create the opposite effect.

The Q1 2021 reporting season is in full swing in the US, Europe and Japan and profits are booming.