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Migration leading indicator surges higher

September 12, 2025 - 08:00 -- Admin

In February, on ABC’s Q&A, Prime Minister Anthony Albanese stated that the government was cutting immigration and relieving pressure on the housing market by reducing international student numbers. Albanese noted that the student visa system was being “abused”. This week, we learned that international student enrolments hit a record high of 839,200 in the year to

Australia’s housing bubble swallows economy

September 12, 2025 - 00:05 -- Admin

The Australian Bureau of Statistics (ABS) this week released data on Australia’s residential housing stock, which was valued at a record $11.6 trillion in the second quarter of 2025, equivalent to $1,017,000 per dwelling. The following chart compares the value of Australia’s dwelling stock to the country’s GDP. It shows that the entire residential housing

AI bubble builds

September 11, 2025 - 13:00 -- Admin

The Market Ear on this mightiest of bubbles. King AI “The 30 or so AI stocks in S&P 500 have a combined 43% of market cap. Even more compelling, these names have driven almost all of the returns and most of earnings growth since ChatGPT / Nov 2022”. Source: JPM Pulse on AI “…it couldn’t

Iron ore bulls appear

September 11, 2025 - 12:00 -- Admin

The ferrous complex is as crazy as usual. With blast furnaces resuming after the warmongering parade, we should expect HRC prices to keep falling with rebar. Steel mill margins are collapsing here, and iron ore is the culprit. Goldman has scuttlebutt. China lead has been increasingly irrelevant, lots of trips up there post results so

MB Fund Podcast: Is Oracle About To Make It The Magnificent 8?

September 11, 2025 - 12:00 -- Admin

Join us in this week’s podcast as Nucleus Wealth’s Chief Investment Officer, Damien Klassen, looks at Oracle, where Larry Ellison is suddenly threatening Musk for the title of the world’s richest man and profits are looking like 10xing. Can’t make it to the live series? Catch up on the content via Podcasts or our recorded Videos. Damien Klassen is

Report: Australia’s immigration system is unskilled and broken

September 11, 2025 - 11:30 -- Admin

A new report from the Australian National University has found that while the annual migrant intake is capped at 185,000, there are far fewer skilled migrants from overseas coming into Australia than intended. The report shows that just 12% of places in the nation’s migration program are going to skilled workers; instead, many of these

Chinese deflation is forever now

September 11, 2025 - 11:00 -- Admin

Nobody is allowed to tell the truth about China, but I will. Its balance sheet recession is booming, and it has absolutely no way out of it. This means Chinese deflation is forever now. CPI spat lower. Despite roaring veggies. PPI has had a little bounce but it won’t last. It is all driven by

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