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22 July 2024

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Edition: 406

1-8 out of 8 results.

Welcome to Firstlinks Edition 406 with weekend updates

  • 6 May 2021

This time last year, we were debating the shape of the recovery in alphabetic terms. Choices were the L, where the economy fell and stayed down for a long while, and the U, where the fall was followed by a period on the floor before a rise. Some offered the W, a series of rises and falls as pandemic waves took over, and the K, a widespread drop followed by strong rises and falls across sectors and economies. Are a tick or a swoosh better analogies?

Buffett says stock picking is too hard for most investors

Warren Buffett explained why he believes most investors should not pick stocks but simply own an S&P 500 index fund. "There's a lot more to picking stocks than figuring out what’s going to be a wonderful industry."

Are we underestimating the peak of the V-shaped recovery?

Consensus growth forecasts are far too conservative, and the Coalition’s political challenges and the Budget’s economic windfalls will likely spark additional fiscal spending later in 2021, giving further boosts.

Five reasons why growth versus value is the wrong focus

Rather than marking the end of a bull run for technology, the recent sell-off is just a healthy correction and offers a great buying opportunity into technology leaders that have strong long-term earnings growth.

Why does Australia’s skewed stock market underperform?

The Australian stock market is skewed towards mining and financial services which account for a whopping 55% of market capitalisation. In the US, these two account for only 17%. But there's more to our underperformance.

Three key trends and the power of investing in decarbonisation

Renewable energy is evolving rapidly, and incumbent and non-renewable sources of energy generation have been priced out of the market. But there are many challenges when investing in such a changing paradigm.

Making a positive impact with thematic investing

We can profit from trends that have the potential to change the world, and it's also possible to make a positive impact with thematic investing in the catastrophe and opportunity of climate change.

Real yields, inflation and risk assets in a transition

We are undergoing a multi-year transition where high near-term economic growth drives rising real rates and higher but stable inflation. It bodes well for risky assets but with volatility and changing correlations.

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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. 

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

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.

The catalyst for a LICs rebound

The discounts on listed investment vehicles are at historically wide levels. There are lots of reasons given, including size and liquidity, yet there's a better explanation for the discounts, and why a rebound may be near.

The iron law of building wealth

The best way to lose money in markets is to chase the latest stock fad. Conversely, the best way to build wealth is by pursuing a timeless investment strategy that won’t be swayed by short-term market gyrations.

How not to run out of money in retirement

The life expectancy tables used throughout the financial advice and retirement industry have issues and you need to prepare for the possibility of living a lot longer than you might have thought. Plan accordingly.

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