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Edition: 221

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Edition 221

  • 6 October 2017

Travelling in the Middle East and Europe was both exciting and exhausting, and a highlight was chatting in Jerusalem with a legend of the start-up tech industry, Jon Medved. His immense enthusiasm for the benefits of new technology follows his belief that we are on the cusp of many extraordinary innovations. Jon has made over 200 early-stage investments with some spectacular exits, and he contends we are at a special time in history.

Being Jon Medved: three decades of start-up investing

Jon Medved is a legend of start-up investing, funding over 200 companies and leading many lucrative exits. In such an exciting space where hundreds of deals come his way each year, what does he look for?

How to invest in early-stage tech businesses

The Australian start-up and venture capital scene is coming of age, and new changes to legislation will make it easier to crowd-fund without the complexity of traditional equity raisings.

Fear of missing out trumping fear of loss

Argentina's economic history shows there's no room for complacency, as the markets often lose their ability to judge risks in the wild search for performance.

Check the Centrelink rules before gifting

Gifting assets in the hope of increasing social security entitlements can be self-defeating. If certain financial levels are breached, the assets gifted remain assessable to the original owner.

Why instos don’t invest in residential housing

Institutional investors have little interest in investing in residential property due to the low yields and favourable taxation concessions offered to owner occupiers and retail investors.

Is your portfolio playing 20/20 or test cricket?

Fund managers are taking more risk in their search for performance, but is it the mad rush of 20/20 at the expense of the steadier and ultimately more rewarding and enduring experience of test cricket?

Goldilocks economy is keeping bears at bay

A 'Goldilocks economy' is one which runs neither too hot nor too cold. A combination of steady global growth, benign inflation and easy monetary conditions is carrying share markets to higher levels.

Most viewed in recent weeks

Australian stocks will crush housing over the next decade, one year on

Last year, I wrote an article suggesting returns from ASX stocks would trample those from housing over the next decade. One year later, this is an update on how that forecast is going and what's changed since.

What to expect from the Australian property market in 2025

The housing market was subdued in 2024, and pessimism abounds as we start the new year. 2025 is likely to be a tale of two halves, with interest rate cuts fuelling a resurgence in buyer demand in the second half of the year.

Howard Marks warns of market froth

The renowned investor has penned his first investor letter for 2025 and it’s a ripper. He runs through what bubbles are, which ones he’s experienced, and whether today’s markets qualify as the third major bubble of this century.

9 lessons from 2024

Key lessons include expensive stocks can always get more expensive, Bitcoin is our tulip mania, follow the smart money, the young are coming with pitchforks on housing, and the importance of staying invested.

The 20 most popular articles of 2024

Check out the most-read Firstlinks articles from 2024. From '16 ASX stocks to buy and hold forever', to 'The best strategy to build income for life', and 'Where baby boomer wealth will end up', there's something for all.

2025: Another bullish year ahead for equities?

2024 was a banner year for equities, with a run-up in US tech stocks broadening into a global market rally, and the big question now is whether the good times can continue? History suggests optimism is warranted.

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