donald trump

Reflecting on my recent trip to the United States, where the buzz around cryptocurrency is palpable, it's clear that digital assets have woven themselves into the...

Macquarie says keep an eye out for stocks with high US earnings exposure.

Making predictions, remaining humble, and admitting uncertainty are three key themes this legendary investor touches on in his latest memo.

He’ll likely win because the U.S. is in a very bad way; but whoever wins will probably fail because what’s undiagnosed remains untreated.

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...