We have seen a raft of comments and discussions from the governor of the Reserve Bank of Australia. The message has been disjointed. What has come through, whether he realises it or not, is the fundamental disconnect between government policy and central bank policy. On one hand, Australia is being ...

NVidia hit a market capitalisation of USD1 trillion this week after a stunning set of earnings upgrades. Data centre revenue, which is the largest part of NVidia's revenues, is expected to double over the next 90 days. But revenues have been volatile. For example, NVidia's gaming revenues halved ...

In this investment podcast, Nucleus Wealth Chief Investment Officer Damien Klassen and Senior Financial Adviser Samuel Kerr for an insightful podcast episode as we delve into macroeconomic themes and strategies with Peter Boockvar, Chief Investment Officer of Bleakley Financial Group. From ...

From an investment perspective, betting on vested interests to win the issue of the day has been an easy bet for the last few decades. While Nucleus admits this is no way to run a country, it is hard to invest for a different outcome when vested interests keep winning at the expense of the broader ...

In November, China issued a sweeping directive to rescue its property sector. At face value, it was a major recalibration of its property crackdown. There are two ways to read the string of announcements: China is starting down the “whatever it takes” path. The current policies may not be enough, ...

Vegetable oil prices have halved. Cereal prices are down 20%. Dairy similar. Sugar is one of the few food ingredients that is up (and Ukraine/Russia are not even major producers), but meat is down. At the same time, international shipping rates have plummeted. The Baltic Dry Index is about 75% ...

JP Morgan bought First Republic Bank, the USA’s second-biggest bank failure in history. The Federal Reserve hiked rates another 25 bps to their highest level in 16 years, along with Tuesday's surprise increase from the RBA. Jenny Craig is reportedly closing its operations after 40 years, as it ...

During COVID, right around the world governments suspended normal bankruptcy rules to keep companies alive. And it worked! Bankruptcies plunged in developed countries all over the world. But now, the rules are back to normal. Bankruptcies are starting to rise once more. Is this a sign that the ...

There are early signs that the property market has bottomed, and a number of analysts are calling for prices to start rising as the RBA cuts rates. We compare this to the upcoming mortgage cliff. What happens when an irresistible force meets an immovable object? In this week’s webinar, Nucleus ...

Over the last few weeks, the Nucleus Wealth team discussed several times the probability of a credit crunch. Now that data is flowing through, the signs are ominous. Bank lending and credit availability have pulled back sharply. In this week’s webinar, Nucleus Wealth’s Chief Investment Officer, ...