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          <time datetime="2023-01-30T17:01:43+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 30, 2023 17:01</time>
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              January Podcasts: Megatrends 2023, What&#39;s Instore For 2023?, Fundamental Bears vs Technical Bulls and Early Reporting Season Indications and Valuation Roundup
            </h2>
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  Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
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      <div>
        Nucleus Wealth
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          <time datetime="2023-01-30T16:32:50+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 30, 2023 16:32</time>
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              Why we will vote against the BHP offer for Oz Minerals
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  A rally in global copper stocks makes the BHP offer for Oz Minerals look inadequate.
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          <time datetime="2023-01-30T14:27:07+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 30, 2023 14:27</time>
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          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>6 stocks for a full portfolio reset in <span class="whitespace-nowrap">2023<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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<path d="M9.12598 12.0009L14.876 8.73094L9.12598 5.46094V12.0009Z" fill="#19202D" stroke="current" stroke-linecap="round" stroke-linejoin="round" id="play_icon"></path>
</svg>
</span></span>
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  2022 was a wildly volatile year. So, is now a good time for a full portfolio reset? Find out in the latest episode of Buy Hold Sell. 
</div>

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</a>      </div>
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            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:AIA</div>
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</a>    <div class="px-4 mt-0.5">
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-198">
            Followed by<span class="font-bold text-gray-700"> 876 </span>people
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  class="follow-stock-code-198-stock-code-tooltip-hovercard"
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</a>  <div class="hidden" data-tooltip-target="content">
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      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Aeris Resources Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:AIS</div>
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</a>    <div class="px-4 mt-0.5">
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-57">
            Followed by<span class="font-bold text-gray-700"> 456 </span>people
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          <div 
  class="follow-stock-code-57-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Alcidion Group Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:ALC</div>
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-79">
            Followed by<span class="font-bold text-gray-700"> 348 </span>people
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  class="follow-stock-code-79-stock-code-tooltip-hovercard"
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      +13
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Auckland International Airport Ltd</div>
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        </div>
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</a>    <div class="px-4 mt-0.5">
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-198">
            Followed by<span class="font-bold text-gray-700"> 876 </span>people
        </div>
          <div 
  class="follow-stock-code-198-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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    <span class="text-bold-md">AIS</span>
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Aeris Resources Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:AIS</div>
        </div>
      </div>
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-57">
            Followed by<span class="font-bold text-gray-700"> 456 </span>people
        </div>
          <div 
  class="follow-stock-code-57-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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    <span class="text-bold-md">ALC</span>
  </div>
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    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Alcidion Group Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:ALC</div>
        </div>
      </div>
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-79">
            Followed by<span class="font-bold text-gray-700"> 348 </span>people
        </div>
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  class="follow-stock-code-79-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Bubs Australia Ltd</div>
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        </div>
      </div>
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            Followed by<span class="font-bold text-gray-700"> 178 </span>people
        </div>
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  <div class="flex items-center gap-2">
    <span class="text-bold-md">CSL</span>
  </div>
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="575" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-csl">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">CSL Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CSL</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-575">
            Followed by<span class="font-bold text-gray-700"> 1580 </span>people
        </div>
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  class="follow-stock-code-575-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="575"
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              Structural tailwinds favour this side of property, says Charter Hall
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  In a challenging property market, Charter Hall delivered positive returns. We learn why from Direct CEO, Steven Bennett.
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              AI ChatGPT – the next great hype cycle?
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              The three reasons behind the gold rally
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  Gold prices are near all-time highs while shares and bonds have struggled. Global X&#39;s David Tuckwell explores the reasons why.
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        Global X ETFs
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          <time datetime="2023-01-30T09:15:32+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 30, 2023 09:15</time>
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          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              A parma, a pint, and a profit
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  There is much written about office, industrial, and retail property; however, the proliferation of specialised real estate investment trusts (REITs) is also...
</div>

          </div>
</a>      </div>
        <div class="pt-4 pb-4 sm:hidden">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Charter Hall Group</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CHC</div>
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</a>    <div class="px-4 mt-0.5">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Charter Hall Long Wale REIT</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CLW</div>
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</a>    <div class="px-4 mt-0.5">
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            Followed by<span class="font-bold text-gray-700"> 146 </span>people
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          <div 
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  <div>
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      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Coles Group Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:COL</div>
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</a>    <div class="px-4 mt-0.5">
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            Followed by<span class="font-bold text-gray-700"> 587 </span>people
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          <div 
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  data-load-engagement-count-target="follow"
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      +5
</a></div>

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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Charter Hall Group</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CHC</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-475">
            Followed by<span class="font-bold text-gray-700"> 125 </span>people
        </div>
          <div 
  class="follow-stock-code-475-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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</a>  <div class="hidden" data-tooltip-target="content">
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      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Charter Hall Long Wale REIT</div>
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        </div>
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-476">
            Followed by<span class="font-bold text-gray-700"> 146 </span>people
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  class="follow-stock-code-476-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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</a>  <div class="hidden" data-tooltip-target="content">
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      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Coles Group Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-513">
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          <div 
  class="follow-stock-code-513-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Eumundi Group Ltd</div>
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      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
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          <div 
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  data-load-engagement-count-target="follow"
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    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="2851" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-edv">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Endeavour Group Ltd</div>
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</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
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          <div 
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  data-load-engagement-count-target="follow"
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      +3
</a></div>

        </div>
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          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Why this year’s rally is not a bear market rally (and what it means for equities)
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Last year’s equity drawdown was NOT the recession bear market. And this year’s rally is NOT a bear market rally. That bodes well for 2023.  
</div>

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        Ascalon Capital
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              Morning Wrap: S&amp;P 500 higher as tech stocks jump, ASX set to rise
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Get up to date on overnight market activity and the big events for the day.
</div>

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        Livewire Markets
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          <time datetime="2023-01-30T08:18:04+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 30, 2023 08:18</time>
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          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              A delayed reckoning
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Equity markets had momentum coming into 2023, but has the economic data now become too bad for investors to ignore?
</div>

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        Neuberger
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          <time datetime="2023-01-30T08:11:06+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 30, 2023 08:11</time>
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            </div>
          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              What worked in equity markets in 2022
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  I share three characteristics of companies that outperformed last year and why these same characteristics should matter again in 2023.
</div>

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    alt="Stephen Arnold"
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      <div>
        Aoris Investment Management
      </div>
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/funds">Funds</a>

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              <span class="hidden text-darkestgray sm:inline-block sm:mx-1 pre-header-sm lg:pre-header-md">&bull;</span>
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  Sponsored
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          <time datetime="2023-01-30T06:56:49+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 30, 2023 06:56</time>
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          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              A portfolio of under-appreciated, mispriced and winning stocks
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Companies that are best positioned to champion and win from this structural change
</div>

          </div>
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</span>    </div>
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        Munro Partners
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          <time datetime="2023-01-28T16:04:44+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 28, 2023 16:04</time>
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              Media Worth Consuming – January 2023
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  Interesting and under the radar media on finance, economics, politics and society
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        Narrow Road Capital
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/macro">Macro</a>

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          <time datetime="2023-01-27T18:01:20+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 27, 2023 18:01</time>
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              Living in the New ‘New Normal’
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  After a hugely successful year running large (negative) momentum strategies on a wide range of assets, Macro traders have been more cautious in their ‘bets’ so far...
</div>

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        Toscafund HK Limited and Market Thinking Limited
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              The ASX tech company dominating its space and why we&#39;re backing it
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  2022 was a difficult year for listed technology businesses. Rising interest rates, slowing growth and heightened scrutiny of business models drove the NASDAQ and the...
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          <time datetime="2023-01-27T14:25:02+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 27, 2023 14:25</time>
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              Should You Still Bet Against the Bank of Japan?
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  One of the most fascinating developments in financial markets over the past year has been the Bank of Japan (BOJ) and its policy of yield curve control (YCC). It has...
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        Bitesized Economics
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          <time datetime="2023-01-27T12:05:52+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 27, 2023 12:05</time>
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              Copper threatens to outshine lithium, putting leveraged juniors in the frame
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  Forecasts of supply deficits suggest red metal will get red hot, making smaller stocks such as New World Resources an investor’s playground.
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              Bulls beware – this rally is about liquidity, not fundamentals
            </h2>
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  Greg Canavan explains how liquidity flows are driving equity markets higher to start the year, and why they may not last
</div>

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        Fat Tail Investment Research
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