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

Grow old enough and you have seen most movies before. You know the murderer. You know how it all ends. You know to run when ...

Five reasons stocks have powered on in 2024. When permabears are throwing in the towel, a market top is more likely. Some ...

ASX banks are considered overvalued by most major brokers, but have delivered some of the best returns in 2024. Should you ...

Founder-led companies have a strong track record of delivering superior returns for investors as compared to professional manager-led counterparts, with a 2016 analysis by Bain and Company ...

2024 was a whirlwind year for global markets, and what better way to recap it than through storytelling by memes? From political drama to soaring tech stocks, central bank pivots, and even Australia’s ...

The growth of free cash flow and the intelligent use of that cash flow (i.e., returning large chunks to shareholders) represent the best predictors of long-term shareholder return, according to New ...

Two years ago, in the week before Christmas, I rounded out 2022 with some economic and market predictions for 2023. I revisited these a year ago and had another look into the crystal ball for 2024. So ...

As 2024 draws to a close, the Monochrome team is reflecting on the magic of launching IBTC and IETH to the Australian market. The Monochrome elves have been busy and our Christmas wish-list has ...

The domestic equity market delivered a reasonable absolute return over the 2024 calendar year, although has significantly lagged the US equity market. The performance has been driven by fiscal ...

Leithner & Company neither owns private credit nor plans to do so. We’ve conducted no due diligence in this space; we therefore know little about the major players, whether in Australia or overseas, ...