donald trump

The Coolabah Capital CIO surveyed the global macro environment and revisited some of his biggest calls in this Rules of Investing interview.

As inflation normalises, management teams with superior cost-out programs will thrive.

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.

For many value investors, the Shiller Price/Earnings ratio is the holy grail. The ratio has several problems, which make it look way more expensive than it is. If we...

The invention of electricity. Telephones. Automobiles. The internet. They’re all megatrends that revolutionised the world; powerful transformational forces that have...

A potential “taper tantrum” as the US Federal Reserve eventually winds back record stimulus is the number #1 macro topic for 2021, Wilson Asset Management portfolio...

Over the last decade or so, it seems geopolitical risk has become increasingly significant for investors – particularly with the 2016 Brexit vote and Donald Trump’s...

Local market was aimless and volatile all day before ending slightly positive. We were catching up from yesterday’s ASX shutdown after the first 30 minutes. US market...

Although still subject to some legal disputation, markets so far have confidently concluded that Democrat Joe Biden will be the next US President. This note assesses...

My drive into the Sydney CBD was a stop-start crawl of around 45 minutes in pre-COVID times – I’m now often parking the car 20 minutes after leaving. But the trip was...

With the upcoming US election set to define the economic landscape over the next four years, how might markets respond? This time, it’s different. That might...

With the United States Election just around the corner, investors around the world are weighing up the economic pros and cons of each candidate. National polling has...

This week we look to the upcoming US election as the country grapples with the coronavirus, civil unrest and a toppling stock market. Can Trump pull off another shock...

Share markets have had a spectacular rebound from their March lows. The rebound has been led by the US share market which is up 52% and has just risen above its...

Many of you will have seen Trump's announcement essentially trying to prevent pension funds from considering ethical issues for investing. To quote The...

On Friday, 6th August, President Trump issued two executive orders banning U.S. transactions from WeChat, the Chinese ‘uber’ app owned by Chinese technology giant,...

President Trump’s policy approach thus far has focused on cutting taxes, redefining the US relationship with major trading partners – most notably triggering the trade...

2020 has not been an easy year to manage so far, with COVID accelerating our longer term thinking − that many economies would have little choice but to continue to cut...

Last week I talked about the market 'testing resistance', given the focus on whether the S&P 500 could break through recent highs of 2,930 and march onward to 3,000....

Trump’s appalling mismanagement of the virus means blame must be deflected to China if his polling falls. Speaking at a White House event recently, Trump told...