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1 November 2024

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Edition: 202

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Edition 202

  • 19 May 2017

I've been a member of the Pricing Committees of three Australian banks. Over the years, meetings became increasingly complex as pricing factored in higher capital and liquidity requirements (for example, CBA holds an incredible $155 billion of high quality liquid assets), funding mismatches, competitive forces, product margins and, somewhere in the mix, community backlash and politics. Into the hundreds of pages of material produced each week will now go a new cost for five of the banks: the 0.06% levy on certain liabilities.

What matters most? A good industry or a good management?

The surprising fact from this study of profitability is that there’s no such thing as a ‘bad’ industry, only inadequate or inappropriate management.

Government debt: how much is too much?

The level of Commonwealth government debt to GDP is the highest it has been since the 1950s, and it’s only likely to worsen in the face of populist policies. Is this something we should worry about?

The growth sector property investors overlook

With a high rate of adoption of the internet globally and the large growth in cloud computing, network-dense data centres are well placed to generate long-term returns.

Corporate activity helps build a small cap portfolio

Watch the many different forms of corporate activity for clues to the way management is thinking about a company’s future and the ways to finance its growth. This can be especially useful for investing in small cap stocks.

Facebook's problem became a great opportunity

The good news about negative media articles is that a story only needs to become slightly more positive to create an investment opportunity. Just look at Facebook and a bad news day.

How I lost my files to ransomware

A cautionary tale to remind us that the authentic-looking email from that authentic company we deal with may not be friendly at all. This is what a ransomware virus can do after a moment’s lack of care.

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The nuts and bolts of family trusts

There are well over 800,000 family trusts in Australia, controlling more than $3 trillion of assets. Here's a guide on whether a family trust may have a place in your individual investment strategy.

Welcome to Firstlinks Edition 581 with weekend update

A recent industry event made me realise that a 30 year old investing trend could still have serious legs. Could it eventually pose a threat to two of Australia's biggest companies?

  • 10 October 2024

Preserving wealth through generations is hard

How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers several solutions to making and keeping money over the long-term.

Welcome to Firstlinks Edition 583

Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.

  • 24 October 2024

A big win for bank customers against scammers

A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.

The quirks of retirement planning with an age gap

A big age gap can make it harder to find a solution that works for both partners – financially and otherwise. Having a frank conversation about the future, and having it as early as possible, is essential.

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