Register to receive our free weekly newsletter including editorials.
22 July 2024
Recently trending
Reader: "The BEST in the game because of diversity and not aligned to financial products. Stands above all the noise."
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: "Carry on as you are - well done. The average investor/SMSF trustee needs all the help they can get."
Rob Henshaw: "When I open my computer each day it's the first link I click - a really great read."
Reader: "I subscribe to two newsletters. This is my first read of the week. Thank you. Excellent and please keep up the good work!"
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."
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."
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."
Noel Whittaker, author and financial adviser: "A fabulous weekly newsletter that is packed full of independent financial advice."
Reader: "Keep it up - the independence is refreshing and is demonstrated by the variety of well credentialed commentators."
John Egan, Egan Associates: "My heartiest congratulations. Your panel of contributors is very impressive and keep your readers fully informed."
Reader: "Great resource. Cuffelinks is STILL the one and only weekly newsletter I regularly read."
Australian Investors Association: "Australia's foremost independent financial newsletter for professionals and self-directed investors."
Ian Kelly, CFP, BTACS Financial Services: "Probably the best source of commentary and information I have seen over the past 20 years."
Reader: "Congratulations on a great focussed news source. Australia has a dearth of good quality unbiased financial and wealth management news."
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."
Don Stammer, leading Australian economist: "Congratulations to all associated. It deserves the good following it has."
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"
Ian Silk, CEO, AustralianSuper: "It has become part of my required reading: quality thinking, and (mercifully) to the point."
Reader: "It's excellent so please don't pollute the content with boring mainstream financial 'waffle' and adverts for stuff we don't want!"
Reader: " Finding a truly independent and interesting read has been magical for me. Please keep it up and don't change!"
Reader: "Is one of very few places an investor can go and not have product rammed down their throat. Love your work!"
Jonathan Hoyle, CEO, Stanford Brown: "A fabulous publication. The only must-read weekly publication for the Australian wealth management industry."
Reader: "An island of professionalism in an ocean of shallow self-interest. Well done!"
David Goldschmidt, Chartered Accountant: "I find this a really excellent newsletter. The best I get. Keep up the good work!"
Reader: "Best innovation I have seen whilst an investor for 25 years. The writers are brilliant. A great publication which I look forward to."
John Pearce, Chief Investment Officer, Unisuper: "Out of the (many many) investmentrelated emails I get, Cuffelinks is one that I always open."
Andrew Buchan, Partner, HLB Mann Judd: "I have told you a thousand times it's the best newsletter."
US bank balance sheets are expanding again, driving increasing money supply that is finding its way into markets. It means inflation is likely to remain high, and inflation hedges like Bitcoin and gold may continue to do well.
The market’s myopia of 2022 has depressed valuation multiples on cyclically depressed earnings. The result is that many of the world’s most advantaged businesses can be acquired today at prices that are far below intrinsic value.
Long gone is the time when investing was only finding traditional value stocks making profits. Now there's Bitcoin, crypto, NFTs, memes, and finfluencers. Among a few winners, much of it will not end well.
Collectibles are everywhere, from old cars, to sneakers, to wine, to cards and anything old and prized. But even if a collectible once attracted thousands of followers, what happens when the fans lose interest?
Investors worried about an overvalued sharemarket and low interest rates on term deposits and bonds are focusing on alternatives. What are they and how are they used by leading asset allocators?
Most fund managers had a strong year in FY2018, but past bumper years when MTAA invested heavily in so called 'low risk' illiquid assets provide a warning in less fortuitous markets.
Alternative assets can enhance retirement portfolios through diversification, but their use requires skilled navigation and a willingness to compromise on liquidity to allow assets to realise their long-term potential.
Before you jump in and invest in that racehorse with its potential Group 1 winnings and breeding credentials, here is a reality check on your dreams of fame and fortune from someone in the know.
Disruption across many industries often makes it easier to pick the losers than the winners. Short-selling can play an important and legitimate role in an investment portfolio, although it continues to attract criticism.
Most investors accept the benefits of diversification, but it can be problematic for some successful people who have made money in one business. For most investors, diversification leads to happier outcomes.
SMSFs hold some of the most bizarre assets imaginable, challenging auditors required to value them and verify ownership. New rules and compliance obligations for trustees are fast approaching.
There seems to be more confusion than clarity about the mechanics of how the new $3 million super tax is supposed to work. Here is an attempt to answer some of the questions from my previous work on the issue.
Here are 10 rules for staying happy and sharp as we age, including socialise a lot, never retire, learn a demanding skill, practice gratitude, play video games (specific ones), and be sure to reminisce.
A new report suggests Australian housing is twice as expensive as that of the US and UK on a price-to-income basis. It also reveals that it’s cheaper to live in New York than most of our capital cities.
The discounts on listed investment vehicles are at historically wide levels. There are lots of reasons given, including size and liquidity, yet there's a better explanation for the discounts, and why a rebound may be near.
The best way to lose money in markets is to chase the latest stock fad. Conversely, the best way to build wealth is by pursuing a timeless investment strategy that won’t be swayed by short-term market gyrations.
The life expectancy tables used throughout the financial advice and retirement industry have issues and you need to prepare for the possibility of living a lot longer than you might have thought. Plan accordingly.