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21 January 2025
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British colonisation's Common Law system contributed to economic prosperity, in contrast to Latin America's lower wealth under Civil Law. It influenced capitalism's success in former British colonies, like Australia.
The 2024 Nobel Prize in Economics has been awarded to three US-based economists who examined the advantages of democracy and the rule of law, and why they are strong in some countries and not others.
Asked to choose the fairest ways to raise billions, half of the surveyed economists backed introducing inheritance taxes, while one-third chose both winding back super tax concessions and increased resource taxes.
We often focus on the implications for financial security of being unable to save enough for a comfortable retirement, but mental wellbeing is as important. Financial advice can help.
A change in India’s leadership has given hope to those tired of corruption, bureaucracy and slow economic growth. Despite many challenges, it is possible that India will become the top performing market in Asia.
Graham continues his travels in Brazil and takes a closer look at the contradictions in the largest city in the Southern Hemisphere, Sao Paulo. It might be surprising to know that it's not all about the football.
Graham is currently enjoying the buzz and excitement that has taken over Brazil for the FIFA World Cup. He took some time out to write this postcard to give us a look behind the football.
Last year, I wrote an article suggesting returns from ASX stocks would trample those from housing over the next decade. One year later, this is an update on how that forecast is going and what's changed since.
The housing market was subdued in 2024, and pessimism abounds as we start the new year. 2025 is likely to be a tale of two halves, with interest rate cuts fuelling a resurgence in buyer demand in the second half of the year.
The renowned investor has penned his first investor letter for 2025 and it’s a ripper. He runs through what bubbles are, which ones he’s experienced, and whether today’s markets qualify as the third major bubble of this century.
This examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.
Key lessons include expensive stocks can always get more expensive, Bitcoin is our tulip mania, follow the smart money, the young are coming with pitchforks on housing, and the importance of staying invested.
Check out the most-read Firstlinks articles from 2024. From '16 ASX stocks to buy and hold forever', to 'The best strategy to build income for life', and 'Where baby boomer wealth will end up', there's something for all.