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21 January 2025
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Australia is at a crossroads: we’re one of the world’s richest countries, yet our wealth has stagnated over the past 15 years. A review of our history and how we became prosperous offers clues to the best ways to kickstart the economy.
The copper market is barrelling towards a significant deficit and price surge over the next few decades that investors should not discount when looking at the potential for artificial intelligence and renewable energy.
Australian shares are likely to outperform in 2023 helped by stronger economic growth and increased demand from China supporting commodity prices. Certain sectors could be set to sizzle while others may be left behind.
Boosted by high commodity prices and strong demand, resource companies have delivered a rapid growth in dividends. At the same time, some industrials conserved their capital. Where are dividends coming from longer term?
Four key materials are required for battery production as we head towards 30X the number of electric cars. It opens exciting opportunities for Australian companies as the country aims to become a regional hub.
Experienced traders on nabtrade boost their 'buy and hold' portfolios with shorter-term strategies based on their personal views of the world. These are not for everybody but show how some individuals react.
The phrase 'Lucky Country' was coined to be pejorative, but Australia has managed to acquire wealth and income equality well beyond expectations bestowed on it by chance.
After the large falls in the prices of most resource stocks over the last year, investors might be wondering what to do. Here are a few factors to consider relating to resources at this time of great uncertainty.
Great speculative mining booms occur about once every 30 years or so in Australia. This year marks the conclusion of my decade-long plunge into mining stocks. I will probably be very old or gone before the next price surge.
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.