7 January 2025

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Australian stocks will crush housing over the next decade, one year on Taxpayers betrayed by Future Fund debacle Australia’s shameful super gap The nuts and bolts of testamentary trusts 9 lessons from 2024

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Home / 411

Edition: 411

1-8 out of 8 results.

Welcome to Firstlinks Edition 411 with weekend update

10 June 2021
1

Go figure. We're told that when employment rises, the economy is stronger and the stock market rises. Then we're told when employment rises, interest rates rise and the stock market falls. Which is it? We're told that when governments spend, the economy grows and inflation rises. But now, when governments spend, central banks buy the debt and there is no impact on inflation. Take your pick.

ETFs are the Marvel of listed galaxies, even with star WAR

Graham Hand
9 June 2021
17

Until 2018, LICs and LITs dominated ETFs, much like the Star Wars franchise was the most lucrative in the world until Marvel came along. Now ETFs are double their rivals, just as Marvel conquered Star Wars.

Four leading tech stocks now look cheap

Vikram Barhat
9 June 2021
1

There are few opportunities to buy tech heavyweights at attractive prices. In Morningstar’s view, four global leaders are trading at decent discounts to their fair values, indicating potential for upside.

Why copper prices are at all-time highs

Tal Lomnitzer
9 June 2021
7

Known as Dr Copper for the uncanny way its price anticipates future economic activity, copper has hit all-time highs. What are the forces at play and strategies to benefit from the electric metal’s strength?

Baby bust: will infertility shape Australia's future?

Emma Davidson
9 June 2021
36

In 1961, Australian women had 3.5 children on average but by 2018, this figure stood at just 1.7. Falling fertility creates a shift in demographics and the ratio of retirees to working-age people.

The Ultimate SMSF EOFY Checklist 2021

Liam Shorte
9 June 2021
9

The end of FY2021 means rules and regulations to check for members of public super funds and SMSFs. Take advantage of opportunities but also avoid a knock on the door. Here are 25 items to check.

How long will the bad inflation news last?

Tim Congdon
9 June 2021
3

The answer to whether the US inflation increase will prove temporary or permanent depends on the rates of growth of the quantity of money. It needs to be brought down to about 0.3% a month, and that's a problem.

The ‘cosmic’ forces leading the US to Modern Monetary Theory

Andrew Macken
9 June 2021
14

If the world’s largest economy adopted a true MMT framework, the investment implications would be enormous. Economic growth would be materially greater but inflation and interest rates would also be much higher.

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