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Edition: 325

1-8 out of 8 results.

Why the Reserve Bank will cut the cash rate twice

A close inspection of Reserve Bank Board minutes, the implications of US Fed moves, the way unemployment is measured and how monetary policy is set add up to a picture of further rate cuts.

Business quality matters most

What once seemed like science fiction is being created by the world’s highest-quality businesses such as Alphabet, Amazon and Microsoft. The best investment outcomes are achieved by buying the best companies.

It’s the best time ever to be a giant company

The business environment has favoured massive dominant firms, but the question for the future is whether this is as good as it gets. Is the usual mean-reversion about to start?

Invest more in mining to deal with climate change

Climate change campaigns have dominated world news in the last week, but they should not include universal antagonism towards mining. We need resources to build renewables, with one exception.

The how and why of investing in commodities

Investing in commodities can deliver uncorrelated returns on the back of demographic trends, but there are many ways to gain exposure and the risks of each must be understood.  

Media worth consuming - September 2019

Links to dozens of global media articles that often do not receive mainstream coverage in Australia. Some links are sceptical, fun or pointed, while others challenge consensus and accepted wisdom. 

Vanguard’s Frank Kolimago on democratising investing

In the month when index US equity funds exceeded active funds for the first time in history, a look at the company which started it in 1975, with insider views on mass market financial advice.

Welcome to Firstlinks Edition 325

  • 25 September 2019

A few days ago, Bloomberg Markets recorded the 'end of an era' and an 'epic shift' which has not been widely reported in Australia. Bloomberg called it a major turning point in history. "In August, the investment industry reached one of the biggest milestones in its modern history."

Most viewed in recent weeks

How much do you need to retire comfortably?

Two commonly asked questions are: 'How much do I need to retire' and 'How much can I afford to spend in retirement'? This is a guide to help you come up with your own numbers to suit your goals and needs.

Meg on SMSFs: Clearing up confusion on the $3 million super tax

There seems to be more confusion than clarity about the mechanics of how the new $3 million super tax is supposed to work. Here is an attempt to answer some of the questions from my previous work on the issue. 

The secrets of Australia’s Berkshire Hathaway

Washington H. Soul Pattinson is an ASX top 50 stock with one of the best investment track records this country has seen. Yet, most Australians haven’t heard of it, and the company seems to prefer it that way.

How long will you live?

We are often quoted life expectancy at birth but what matters most is how long we should live as we grow older. It is surprising how short this can be for people born last century, so make the most of it.

Australian housing is twice as expensive as the US

A new report suggests Australian housing is twice as expensive as that of the US and UK on a price-to-income basis. It also reveals that it’s cheaper to live in New York than most of our capital cities.

Welcome to Firstlinks Edition 566 with weekend update

Here are 10 rules for staying happy and sharp as we age, including socialise a lot, never retire, learn a demanding skill, practice gratitude, play video games (specific ones), and be sure to reminisce.

  • 27 June 2024

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