Register to receive our free weekly newsletter including editorials.
1 April 2025
Recently trending
David Goldschmidt, Chartered Accountant: "I find this a really excellent newsletter. The best I get. Keep up the good work!"
John Pearce, Chief Investment Officer, Unisuper: "Out of the (many many) investmentrelated emails I get, Cuffelinks is one that I always open."
Reader: "Great resource. Cuffelinks is STILL the one and only weekly newsletter I regularly read."
Reader: "Best innovation I have seen whilst an investor for 25 years. The writers are brilliant. A great publication which I look forward to."
Reader: "I can quickly sort the items that I am interested in, then research them more fully. It is also a regular reminder that I need to do this."
Reader: "I subscribe to two newsletters. This is my first read of the week. Thank you. Excellent and please keep up the good work!"
Andrew Buchan, Partner, HLB Mann Judd: "I have told you a thousand times it's the best newsletter."
Ian Silk, CEO, AustralianSuper: "It has become part of my required reading: quality thinking, and (mercifully) to the point."
Eleanor Dartnall, AFA Adviser of the Year, 2014: "Our clients love your newsletter. Your articles are avidly read by advisers and they learn a great deal."
Rob Henshaw: "When I open my computer each day it's the first link I click - a really great read."
John Egan, Egan Associates: "My heartiest congratulations. Your panel of contributors is very impressive and keep your readers fully informed."
Reader: "Love it, just keep doing what you are doing. It is the right length too, any longer and it might become a bit overwhelming."
Reader: "Is one of very few places an investor can go and not have product rammed down their throat. Love your work!"
Don Stammer, leading Australian economist: "Congratulations to all associated. It deserves the good following it has."
Reader: "Carry on as you are - well done. The average investor/SMSF trustee needs all the help they can get."
Ian Kelly, CFP, BTACS Financial Services: "Probably the best source of commentary and information I have seen over the past 20 years."
Professor Robert Deutsch: "This has got to be the best set of articles on economic and financial matters. Always something worthwhile reading in Firstlinks. Thankyou"
Reader: "Congratulations on a great focussed news source. Australia has a dearth of good quality unbiased financial and wealth management news."
Scott Pape, author of The Barefoot Investor: "I'm an avid reader of Cuffelinks. Thanks for the wonderful resource you have here, it really is first class."
Reader: " Finding a truly independent and interesting read has been magical for me. Please keep it up and don't change!"
Australian Investors Association: "Australia's foremost independent financial newsletter for professionals and self-directed investors."
Noel Whittaker, author and financial adviser: "A fabulous weekly newsletter that is packed full of independent financial advice."
Reader: "The BEST in the game because of diversity and not aligned to financial products. Stands above all the noise."
Reader: "An island of professionalism in an ocean of shallow self-interest. Well done!"
Jonathan Hoyle, CEO, Stanford Brown: "A fabulous publication. The only must-read weekly publication for the Australian wealth management industry."
Reader: "It's excellent so please don't pollute the content with boring mainstream financial 'waffle' and adverts for stuff we don't want!"
Steve: "The best that comes into our world each week. This is the only one that is never, ever canned before fully being reviewed by yours truly."
Reader: "Keep it up - the independence is refreshing and is demonstrated by the variety of well credentialed commentators."
Recently, I was asked on a podcast about how I invest now compared to when I was a fund manager. Here, I’ll go through the differences between the two as well as outlining the pros and cons of being an individual investor.
Many assets have enjoyed a positive year, leaving some of them looking pricey. Here we compare valuations of cash, bonds, stocks, and property, and suggest where investors may be able to find opportunities.
The structure of many dividend ETFs leads to lacklustre or non-existent dividend growth. Balancing high yields with long-term dividend growth is essential for effective income investing.
Investors are determined to cling to the idea of a goldilocks scenario for the Australian economy. Meanwhile, company updates paint a picture worse than any we’ve seen post-COVID.
The Coalition is continuing to push for superannuation to be used for housing deposits. It's a bad idea on several fronts, including that it would inevitably push up already expensive housing prices.
Immigration offers economic benefits, such as tax revenue, increased productivity, and reduced crime, but also challenges, including social cohesion. This looks at how Canada and Germany are balancing these complexities.
In a recent webinar, Schroders' Head of Research in Australian equities discussed BHP’s expensive bid for Anglo and a recent commodity collapse that was typical in its nature yet unprecedented in size.
The rise of trading discounts in closed-ended funds has challenged investors. This latest research suggests that funds that exhibit high volatility or beta tend to trade at larger discounts to their net tangible asset values.
This time last year, I highlighted 16 ASX stocks that investors could own indefinitely. One year on, I look at whether there should be any changes to the list of stocks as well as which companies are worth buying now.
The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.
The ABS recently released figures which are used to determine key superannuation rates and thresholds that will apply from 1 July 2025. This outlines the rates and thresholds that are changing and those that aren’t.
With the arrival of the new year, the first members of ‘Generation X’ turned 60, marking the start of the MTV generation’s collective journey towards retirement. Are Gen Xers and our retirement system ready for the transition?
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.
Warren Buffett's annual shareholder letter has been fixture for avid investors for decades. In his latest letter, Buffett is reticent on many key topics, but his actions rather than words are sending clear signals to investors.