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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

Weekly Editorial

Welcome to Firstlinks Edition 639 with weekend update

Thank you for the hundreds of responses to our Reader Survey and to maximise the sample size, we’re leaving it open until this Sunday. Here is an overview of the results so far.

  • 27 November 2025
  • 1
Investment strategies

Where to hide in the ‘everything bubble’

It might not be quite an ‘everything bubble’ but there’s froth in many assets, not just US stocks, right now. It might be time to stress test your portfolio and consider assets that could offer you shelter if trouble is coming.

Investment strategies

The ultimate investing hack: dividend growth stocks

Investors often fall prey to ‘amygdala hijacks,’ letting emotion trump reason. By focusing on dividend-growth with stocks instead of volatile prices, you can steady your mindset and let compounding do the work. 

Investment strategies

CBA or global banks?

CBA’s recent pullback highlights single-stock risk. Global banks trade at lower P/Es with rising earnings and dividends, offering investors both income potential and long-term value beyond the local market.

Investment strategies

Global dividends rising, but Australia lags

Global dividend growth surged in the third quarter, with median growth of almost 6%. Australia was a notable exception as dividends fell, thanks to flagging mining company payouts.

Economy

I called inflation's rise and fall and here's what's next

In 2020, I warned that surging US money supply growth would spark inflation. By early 2023, I said US money supply was dropping dramatically and that meant inflation would decline. Here's what happens next.

Superannuation

Are excessive super funds giving Australia “Dutch Disease”?

The irony is profound: a system designed to secure Australians’ futures may be systematically dismantling the economic diversity necessary for long-term prosperity.

Investment strategies

Could your children pass the inheritance ‘stress test’?

You devote years of your life working, saving and investing, striving to build a legacy that will outlive you. Before any wealth moves to the next generation, here are six questions every parent should ask themselves.

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