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22 December 2024
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Please click on the relevant year to read all editions from that year.
Shares to crush housing, 2024 big calls, when to retire, ageing population implications, 2023 lessons, mining bull, small cap revival.
Financial advice fallout, cheapest asset class, super wars, X-factor revealed, retirement reform, hybrids' future questioned, get out of cash, podcast.
Income assets for 2024, Big Super pushes back, portfolio construction challenges, next decade's winners, seniors' housing crisis, AUD float birthday.
Charlie Munger's legacy, ASX best business models, cash is trash?, bank hybrids, diversification no free lunch, new podcast, Asia growth story.
Best assets for income, bank results, ASX 16-year drought rebuttal, downsizing tips, Graham Hand update, bonds' time is now, Sir Michael Hintze.
Charlie Munger speaks, Magellan's Barrenjoey upside, Ian Macfarlane's RBA warning, death benefit nominations, avoiding investing losers, new podcast.
Graham Hand announcement, UniSuper boss speaks, ASX's 16-year drought, housing crisis beneficiaries, recession-proof investments, 3 small cap picks.
Building a lazy portfolio, SAA v TAA, 18 rules for ageing well, UniSuper's John Pearce on podcast, RBA rate tracker flaws, market crash likelihood.
Transferring wealth, SAPTO and LITO v SMSFs, ResMed ready, income in retirement, market correction, super funds and managers, allocate 5% to gold?
Unrealised gain drain, my biggest loss, five retirement lessons, next for bank hybrids, recession risk but bonds back, survey results, new podcast.
Pay no tax on super, inflation survey, asset allocation tips, ASX200 income scorecard, market on AI and China, streaming wars as Disney blinks.
Funds and ETFs used by SMSFs, new podcast with Noel, rethink super concessions, bond bear market, currency hedging, mid cap stocks, shares for income.
Magellan v Bolton, Buffett flat for decades, Cooper on big super, markets at extremes, industrial property differs, Aussie bank prices, cost of super.
Why LICs are closing, maximise retirement income, when stocks too big, new podcast with interviews, role of gold and playing defence, ASIC must act.
Invest for free(ish), wealth transfer, housing role in retirement, Meg on SMSFs, buy old world assets, AI too high?, property star, longevity access.
When and why of retirement, super objective, Thornhill on shares, slower ageing, optimism pays, indexing impact on small caps, new podcast.
10 ways to avoid tax, long-term ASX stocks, invest for generations, equity income, aged care needs, private markets, no IGR policies.
SMSF asset allocation, good news is bad news, Intergenerational Report, podcast with Andrew Clifford, SMSF v large funds, Matilda reality, risk timing.
Life expectancy and returns, retirement advice, fundie styles, tough shift to EVs, next China, accounting tricks, inflation sync, super and wills.
Selling is the easy bit, church of Apple, SMSF asset sales before pensions, new podcast, big tech rally, SMSFs and cash, paying for nursing homes.
Graham on Europe travel, ASX takeover worries, super funds and retirement, housing math lesson, private investment caution, tax-deferred distributions.
Ageing changes investor mindset, retail stocks on sale, SMSFs and inflation, value investing, reporting season, China's terminal decline, new podcast.
UniSuper says liquidity is king, RBA independence questioned, SMSFs and kids, 5 recession-proof assets, Howard Marks returns, emerging multinationals.
Howard Marks skewers forecasting, Baby Boomer bubble deflates, Moneyball lessons, USD bull run over?, KKR, new podcast, trusting your process.
Science behind retiring happy, asset management who's who, office property, time to play defence, finding a good fundie, fertility rate concern.
Buffett and Marks disagree, cherry-picking cost for tax, how death bed benefits work, selecting large stocks, 60/40, vale Markowitz, podcast is back.
Why SMSFs are thriving, seeds of downturn, ETFs v managed funds, platforms evolve, 7 recession lessons, direct indexing, buy quality and hold nerve.
23 money lessons, CGT discount amount?, return of podcast, Meg on EOFY contributions, energy transition, super illiquidity risk and much more ...
Find your equity sleeping point, super EOFY checklist, 5 retirement tips, The Big Short, FT CEO on advice, cheaper is not better, long & short term.
Gates, AI and US$1 trillion Nvidia, ex-RBA boss on rates and loans, Mark Delaney, dividend income, Jack Gance II, bonds and economy, consultants.
Tax drives new investment pools, founder Jack Gance, impact of $3m super tax, solid bank hybrids, watch hostile markets, small caps, 5 investing steps.
Central bank fails, cost of financial advice, cheap small caps, time for Buy-Write, stocks v bonds, retail investor edge, Druckenmiller on Fed mess.
5 strategies to control your investing behaviour, Budget latest, banks' good and bad, retirement expectations, T2 bonds, fix index skew.
Munger's happiness rules, 6 ways super is judged, 4 fund manager stock picks, pension change impact on retirees, Aussie v French results.
9 rules to die with zero, RBA culture club and board hits, dividend hunting, super and retirement, survey on pension reactions, franking threat?
RBA upheaval, ASIC yin and yang, fund manager skill, super TSB quirks, whither $A, raise billions in Budget, private debt's time, passive's risks.
Dimon on 'virtuous to vicious' cycle, money drives recession, best type of super, retiree 4% rule, portfolio weighting, ETF trends, leave a legacy.
10 reasons for home not super, net tax cost, Grattan proposals, $3m tax impact, A-REIT picks, market stories, retirement anxiety, superannuating.
Most companies are duds, SMSF pensions better, fix $3m super tax, growth v value myths, brace for contagion on lending, digital tokens, bond losses.
Best-ever investment charts, me and Gnomes of Zurich, don't panic but watch crunch, experts on $3m tax and franking, 100yo LIC, China themes.
500th Edition, eBook on 30 fund manager best strategies, Reader Survey, super tax worse than personal, 60/40 is back, property lessons.
$3m super tax tips and tricks, super fails the poor, SMSFs too much cash, hypocrisy of super access, your investment niche, supply chains, renewables.
How $3m tax works, Labor reprises Morrison, calm before storm, key Aussie stocks, price distractions, supercycles, excess pensions, migration boom.
$3m super cap?, long-term investing, Michael Rice on QAR, Vanguard v AusSuper, personal tax changes, no tech death, private markets, stock history.
$5 million super cap, pension v home, banks punish vulnerable, July wait for super pension, merit of higher rates, 5 super proposals, contrarianism?
Exploit LIC discounts, asset class value, ethical stocks, use franking to pay no tax, industrial property outlook, $5 coin repays debt, peak passive.
Inflation warnings ignored, where Australians invest, millionaires on pensions, changing retirement, fortress stocks, central bank and market changes.
Thornhill on dividends and 2023, OpenAI writes for us, retirement's runway, executor warning, vital industry, 5 investment themes, '22 asset Gameboard
The good and bad in my SMSF in '22, Chris Joye on '23, ageing nonsense, LIC discounts, pub property profit, year for bonds, 3 new investment themes.
Dividend growth, buying Magellan, nuclear bull, tech mirrors shale, rosy Australian outlook, inflation risks, EV's problems.
Dividend stocks, gun-shy retail investors, attractive bonds, selecting good managers, distorted money, healthcare opportunities, 1970s redux?