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Helping to Illuminate Investing.

Welcome to January's Newsletter

Hi Reader,

Welcome to the first Illuminate Investing newsletter of the year! If 2024 wasn't already off to a flying start, factor in my recent relocation to the nation's capital, and you'll understand the slight delay with this newsletter. From this new vantage point, I'm excited to continue to provide you with even more insights and value directly from the heart of where the decisions happen.

I appreciate your continued support and encourage you to share this newsletter with friends and family who might find it valuable

Let's get into this month's articles, specifically written for you👇

Insights

​2024's Key Investment Themes​.​

As 2024 unfolds, navigating the investment landscape requires a keen eye on emerging trends and themes poised to shape markets. Our comprehensive exploration of 2024's key investment themes offers a roadmap for savvy investors looking to stay ahead in a rapidly evolving financial environment.

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​Australia's Future in Nuclear Energy.​

Diving into the heart of Australia's energy debate, this article unveils the transformative potential of nuclear energy as a pivotal player in our sustainable future. Explore with us the intricacies and opportunities that nuclear power presents, setting the stage for an electrifying discourse on securing a cleaner, more resilient energy landscape for Australia.

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​The Australian Housing Paradox.​

In the face of Australia's resilient property market, our latest analysis untangles the complex web of the Australian housing paradox, revealing surprising dynamics at play. Join us as we dissect the factors fuelling this phenomenon, offering insightful perspectives for investors navigating the ever-evolving landscape of real estate down under.

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​From Low Rates to New Realities: Decoding 'Easy Money' by Howard Marks.​

Delve into Howard Marks' latest insights with our detailed analysis of "Easy Money," a thought-provoking exploration of the complexities surrounding monetary policy and its impact on investing. Uncover the nuances of Marks' arguments and how they can refine your investment strategy in today's unpredictable financial climate.

Bonus Content

Here are the best articles I've read over the last few weeks, including some exclusive research. This month we include access to Nick's top investment writing picks from 2023, insights into AI prompts by Balaji, the AFR's forecasts for 2024, and the highlights from CES, showcasing the tech trends to watch.
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As we get into the new year, it's a prime opportunity to expand our understanding on pivotal topics, ranging from the the key investment themes for 2024, pinpointing the nuanced dynamics of Nuclear Investing in Australia, to unraveling the insights of Howard Marks' latest musings on 'Easy Money' and shedding light on the intricacies of the Australian housing market paradox. Each article this month has been curated to enhance our perspectives, deepen our insights, and prepare us for thoughtful investment decisions in this rapidly changing landscape.

If you have any questions, feel free to get in touch or start a conversation on the socials below. I'm always open to any feedback or a chat, and you can reach me by simply replying to this email.

Thank you for being a valued part of our community.

Cheers,

Dan

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