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Edition: 461

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Welcome to Firstlinks Edition 461 with weekend update

  • 9 June 2022
  • 3

The new Labor Cabinet is sworn in and ministers are moving into their offices, and immediately, the lobbyists come knocking, representing clients who 'pay-to-play'. Plus cash rate falls in 2023, EOFY checks and market weakness.

Why it’s better to be a small investor

Individual investors think professionals have ‘smart money’ advantages enjoyed on the inside. While some perks are worthwhile, others are a rort, and overall, it's easier to invest with the freedom of ‘small money’.

Meg on SMSFs: My 30 June 2022 'To Do' list

Meg gives her top five tips before 30 June 2022 for SMSF trustees and anyone actively managing their super. It's easy to overlook these steps, and one in particular could handsomely increase your super balance.

Steve Bennett on the latest trends driving commercial property

Commercial real estate still offers good yield pickups versus bonds, but some sectors are better positioned than others. What types are resilient in the face of rising inflation and interest rates?

Collateral damage follows the end of profitless prosperity

It was a joy ride while it lasted but the free money era could not last. The consequences of the misallocation of capital into poor companies is now playing out and shareholders face billions of dollars in losses.

Is the speculative fever in 'hot stocks’ over?

A check on price chart action for dozens of favourite tech stocks shows how dramatic the rises and falls have been. Where to from here? There's better value but profits need to remain strong or prices will fall.

When do demergers work? Backing the ugly duckling

Some conglomerates include hidden assets that the market is not valuing properly. It may take a demerger to show their worth and there are good reasons why these work. How do investors identify the best demergers?

Three reasons high inflation may trigger a European crisis

To add to the world's problems, high inflation is exposing Europe's frailties and poorer nations have no independent monetary policies to help their economies. Core problems cannot always be kicked down the road.

Gold remains solid as Bitcoin melts

Claims that Bitcoin has characteristics of 'digital gold' by protecting against equity market falls in troubled times are not supported by recent price moves. Crypto relies on supporters pumping up speculative gains.

Two of the best-kept secrets for the EOFY

Chris Cuffe reminds us about a charitable-giving structure allowing a full tax deduction now even if the donation is spread over future years. Elsewhere, make sure you are not converting capital to taxable income.

Most viewed in recent weeks

Why the $5.4 trillion wealth transfer is a generational tragedy

The intergenerational wealth transfer, largely driven by a housing boom, exacerbates economic inequality, stifles productivity, and impedes social mobility. Solutions lie in addressing the housing problem, not taxing wealth.

The 2025 Australian Federal election – implications for investors

With an election due by 17 May, we are effectively in campaign mode with the Government announcing numerous spending promises since January and the Coalition often matching them. Here's what the election means for investors.

Finding the best income-yielding assets

With fixed term deposit rates declining and bank hybrids being phased out, what are the best options for investors seeking income? This goes through the choices, and the opportunities and risks involved.

What history reveals about market corrections and crashes

The S&P 500's recent correction raises concerns about a bear market. History shows corrections are driven by high rates, unemployment, or global shocks, and that there's reason for optimism for nervous investors today. 

Howard Marks: the investing game has changed

The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.

Welcome to Firstlinks Edition 605 with weekend update

Trump's tariffs and China's retaliatory strike have sent the Nasdaq into a bear market with the S&P 500 not far behind. What are the implications for the economy and markets, and what should investors do now? 

  • 3 April 2025

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