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8 August 2025
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Chris Cuffe has selected his favourite articles from five years of Cuffelinks, presented here in a free ebook.
When you reach the age of 60, should your investing change if your life expectancy is another 30 years?
The $2.3 billion allocated by the NSW Government to rebuild two stadiums will haunt them until the next election. Focussing on Allianz Stadium, what's the business case and will crowds increase materially when it's rebuilt?
History does not always repeat, and the future will not be the same as the past. Investors need to watch these five megatrends to minimise the chance that some of their assets may become worthless.
It's not simply a Banking Royal Commission. There's a lot in there on superannuation and insurance, and most executives in the super industry don't like it. What can we expect with such broad Terms of Reference?
Welcome to the Fifth Anniversary Edition 232 Chris Cuffe's best of the first five years Five years ago, Chris Cuffe and a few friends established a financial newsletter where market experts share their ideas with an online community.
This goes through the different options including shares, property and business ownership and declares a winner, as well as outlining the mindset needed to earn enough to never have to work again.
After a stellar 2025 to date for equities, warning signs - from speculative froth to stretched valuations - suggest the market’s calm may be masking deeper fragilities. Strategic rebalancing feels increasingly timely.
Everyone has a theory as to why housing in Australia is so expensive. There are a lot of different factors at play, from skewed migration patterns to banking trends and housing's status as a national obsession.
Each generation believes its economic challenges were uniquely tough - but what does the data say? A closer look reveals a more nuanced, complex story behind the generational hardship debate.
Blackberry clung on to the superiority of keyboards at the beginning of the touchscreen era and paid the ultimate price. Could the rise of agentic AI and a new generation of hardware do something similar to Apple?
The bond market is quietly regaining strength. As rate cuts loom and economic growth moderates, high-quality credit and global fixed income present renewed opportunities for investors seeking income and stability.
Companies trading at over 10x revenue now account for over 20% of the MSCI World index, levels not seen since the dotcom bubble. Can these shares create lasting value, or are they destined to unravel?