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Are you making these SMSF mistakes?Why have Australian living standards 'fallen' and how do we fix it?Will you run out of money in retirement?Four options for an income investor’s next dollar Retirement spending is not one-size-fits-all

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Home / 429

Edition: 429

1-8 out of 8 results.

Welcome to Firstlinks Edition 429 with weekend update

14 October 2021

There is danger in labelling anything a 'bubble', other than if it's a film of soap enclosing air. One person's asset bubble is another's growth story. When Bitcoin went from US$1 in 2011 to US$1,000 in 2017, that was clearly a bubble. It was nearly US$20,000 within a year, another bubble, and peaked over US$60,000 in early 2021. What about Tesla, Microsoft, Amazon and even Aussie house prices?

The 'Contrast Principle' used by super fund test failures

Graham Hand
13 October 2021
8

Rather than compare results against APRA's benchmark, large super funds which failed the YFYS performance test are using another measure such as a CPI+ target, with more favourable results to show their members.

RBA switched rate priority on house prices versus jobs

Gareth Aird, Kristina Clifton
13 October 2021
19

RBA Governor, Philip Lowe, says that surging house prices are not as important as full employment, but a previous Governor, Glenn Stevens, had other priorities, putting the "elevated level of house prices" first.

Disruptive innovation and the Tesla valuation debate

Emma Rapaport
13 October 2021
1

Two prominent fund managers with strongly opposing views and techniques. Cathie Wood thinks Tesla is going to US$3,000, Rob Arnott says it's already a bubble at US$750. They debate valuing growth and disruption.

4 key materials for batteries and 9 companies that will benefit

Dawn Kanelleas
13 October 2021
6

Four key materials are required for battery production as we head towards 30X the number of electric cars. It opens exciting opportunities for Australian companies as the country aims to become a regional hub.

Why valuation multiples fail in an exponential world

Amit Nath
13 October 2021
4

Estimating the value of a company based on a multiple of earnings is a common investment analysis technique, but it is often useless. Multiples do a poor job of valuing the best growth businesses, like Microsoft.

Five value chains driving the ‘transition winners’

Hendrik-Jan Boer
13 October 2021
1

The ability to adapt to change makes a company more likely to sustain today’s profitability. There are five value chains plus a focus on cashflow and asset growth that the 'transition winners' are adopting.

Halving super drawdowns helps wealthy retirees most

Prof. Kevin Davis
13 October 2021
42

At the start of COVID, the Government allowed early access to super, but in a strange twist, others were permitted to leave money in tax-advantaged super for another year. It helped the wealthy and should not be repeated.

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