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Vale Graham Hand Warren Buffett is preparing for a bear market. Should you?Welcome to Firstlinks Edition 583 with weekend update A big win for bank customers against scammers The gentle art of death cleaning

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Edition: 434

1-8 out of 8 results.

Welcome to Firstlinks Edition 434 with weekend update

18 November 2021

Is this time different? Every week, we face new challenges to our understanding of how investing works. A Bitcoin is worth about US$60,000 versus $1 only 10 years ago. Rivian makes no revenues and manufactures few vehicles and it's now the second-most valuable car maker in the world. Fill in our 'Living Years' survey and pass on the lessons.

The Living Years Survey: Is this time different?

Graham Hand
17 November 2021
24

Many of our readers possess decades of investment experience. Let's share your lessons with those starting out, or is this time different, and your Living Years have left you 'prisoner to what you hold dear'?

Why starting points matter

Shane Woldendorp
17 November 2021
6

There have been few times in the past 140 years when investors were willing to pay for more than 30 years’ worth of earnings, yet here we are around 40. This starting point does not augur well for future returns.

10 key investment themes for 2022

Joseph V. Amato
17 November 2021
2

The end of the year is approaching fast, when investors consider rebalancing their portfolios. What are the big themes in a market facing the threat of inflation and rising rates for the first time in many years?

Which companies have the pricing power to fight inflation?

Diana Wagner
17 November 2021
2

Company pricing power will be a crucial competitive advantage in the year ahead. There are signs that inflation could linger, but some companies and industries have the ability to grow their margins.

Tips when taking large withdrawals from super

Meg Heffron
17 November 2021
14

You want to take a lump sum from your super, but what's the best way? Should it come from you or your spouse, or the pension or accumulation account. There is a welcome flexibility to select the best outcome.

Australia’s major banks go from turnaround to transformation

Hessel Verbeek, Maria Trinci
17 November 2021
3

The major banks played a significant role in supporting Australia’s recovery in 2020, then benefited from the improved economy in 2021. But in 2022, they will need to deliver on their transformation programmes.

Is China’s regulatory reform stifling ‘animal spirits’?

Chi Lo
17 November 2021

Regulatory tightening has wiped US$1 trillion off China’s stockmarket over the past year, but this is not representative of the whole private sector. It is catching up with global practices of supervision of tech.

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Vale Graham Hand

It’s with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66. Graham was a legendary figure in the finance industry and here are three tributes to him.

Chris Cuffe, James Gruber, Mark LaMonica CFA
19 November 2024

Warren Buffett is preparing for a bear market. Should you?

Berkshire Hathaway’s third quarter earnings update reveals Buffett is selling stocks and building record cash reserves. Here’s a look at his track record in calling market tops and whether you should follow his lead and dial down risk.

James Gruber
6 November 2024

Welcome to Firstlinks Edition 583 with weekend update

Investing guru Howard Marks says he had two epiphanies while visiting Australia recently: the two major asset classes aren’t what you think they are, and one key decision matters above all else when building portfolios.

24 October 2024

A big win for bank customers against scammers

A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.

John Abernethy
23 October 2024

The gentle art of death cleaning

Most of us don't want to think about death. But there is a compelling reason why we do need to plan ahead, and that's because leaving our loved ones with a mess - financial or otherwise - is not how we want them to remember us.

Kaye Fallick
23 October 2024

Why has nothing worked to fix Australia's housing mess?

Why has a succession of inquiries and reports, along with a plethora of academic papers, not led to effective action to improve housing affordability? Because the work has been aimless and unsupported by a national consensus.

Alan Kohler
23 October 2024

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