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Macro Morning

July 4, 2025 - 09:00 -- Admin

Overnight saw the passage of the Trump regime’s Big Bloody Awful Bill for the middle/working class by the Republican controlled Congress, but this was overshadowed by a surprisingly upbeat NFP print that negated the negative ADP print the session before. While the BBB will lead to the near permanent destruction of low/middle America it is

Macro Afternoon

July 3, 2025 - 16:00 -- Admin

Stock markets were doing well in Asia until it seemed like a leak of tonight’s US unemployment print by Trump spitting his dummy calling for Fed Chair Powell’s resignation. This saw most equities pull back alongside S&P futures while the USD firmed against the undollars, with Yen easing off as speculation the BOJ may raise

Is AI a productivity disaster?

July 3, 2025 - 14:00 -- Admin

The St Louis Fed recently did an interesting AI survey that suggested the benefits of AI are large in certain areas but far from uniform. For each generative AI user, we computed the percentage of working hours saved as the ratio of time saved in the previous week to hours worked in that same week.

MB Fund Podcast: FY2025 In Review

July 3, 2025 - 12:05 -- Admin

Join us this week as Nucleus Wealth’s Chief Investment Officer, Damien Klassen look through what worked in 2025, what didn’t and where we are opening 2026. Can’t make it to the live series? Catch up on the content via Podcasts or our recorded Videos. Damien Klassen is Chief Investment Officer at the Macrobusiness Fund, which is powered by Nucleus

MB Fund Podcast: FY2025 In Review

July 3, 2025 - 12:05 -- Admin

In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen looked through what worked in 2025, what didn’t and where we are opening 2026. View the presentation slides Can’t make it to the live series? Catch up on the content via Podcasts or our recorded Videos. Damien Klassen is Chief Investment Officer at the Macrobusiness Fund, which is

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