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Firstlinks

Inside Investing, Podcast Episode #4

Episode 4 focusses on the revival in retail stocks, goals based investing, global LICs, the Australian housing market, short selling, those pesky bikes on our streets and a practical use for Bitcoin.

Inside Investing, Podcast Episode #3

Episode 3 focusses on the small cap rally, how to recognise good startups, Bitcoin, retirement spending, tourism, a new product misrepresenting its features and a Chris Cuffe classic from our archives.  

Inside Investing, Podcast Episode #2

This week in 'Inside Investing', James and I discuss fund manager expectations, Paul Keating on retirement and life expectancy, fixed interest risks, a2 Milk, quirky wills and remuneration.

Inside Investing, Podcast Episode #1

Cuffelinks and Livewire Markets have teamed up for a weekly podcast called 'Inside Investing'. We will take you inside the world of producing our newsletters, meeting the people and sharing ideas from our articles.

Asset class returns by financial year, but what’s next? Take our quick survey

How was your asset allocation last year? Take a look at every financial year since 1998 and there's no pattern. Please complete our quick survey on the best and worst for 2017/2018.

Third Link Growth Fund announces soft close

After almost a decade and strong outperformance, Chris Cuffe announces that his Australian equities fund will close to new investors at the end of August 2017. Management fees are donated to charities.

Latest Updates

Investment strategies

Australian stocks will crush housing over the next decade, 2025 edition

Two years ago, I wrote an article suggesting that the odds favoured ASX shares easily outperforming residential property over the next decade. Here’s an update on where things stand today.

Property versus shares - a practical guide for investors

I’ve been comparing property and shares for decades and while both have their place, the differences are stark. When tax, costs, and liquidity are weighed, property looks less compelling than its reputation suggests.

Investment strategies

What if Trump is right?

Trump may be right on two trends: nations are shifting from aspiration to essentials and from global dependence to self-reliance, pushing capital toward security, infrastructure, and energy.

Gold

After a stellar 2025, can gold shine again next year?

Gold has had a remarkable 2025, with the spot price likely to post its strongest return since 1971. This explores the key factors that will shape the outlook for the yellow metal next year, and long-term.

Superannuation

Critics of Commonwealth defined benefit schemes have it wrong

Critics like Clime's John Abernethy have questioned many aspects of defined benefit pensions for public servants. This is an attempted rebuttal, suggesting these pensions aren't the problem they're made out to be.

Infrastructure

Why airport stocks deserve a place in long-term portfolios

Aircraft constraints are holding back global air travel. Those constraints should soon ease which combined with a structural boom in travel demand could be a boon for global airport stocks.

Investment strategies

What is the future of search in the age of AI?

Search is changing fast. AI tools like ChatGPT and Google’s Gemini are reshaping how we find information, opening new opportunities for innovation, user engagement, and future revenue growth.

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