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15 September 2026
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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.
Read in their simplest form, it's surprising what rights people give up when they sign into any of the social media sites, and this year's Boyer Lectures highlight where society and social media are headed.
Alex Denham's article on her father's aged care experiences was the most popular in the newsletter last week, and we reproduce three personal comments which expand on Alex's themes.
Want a city car space for $35,000? Property investors face a never-ending stream of costs, and while some are well-known, state government charges often fly under the radar until the bill comes in.
In the 'bull' part of two articles, three charts justify why US equity markets continue to make all-time highs, and to date, it is the optimistic bulls who are enjoying the market's performance.
Despite massive central bank stimulus driving low interest rates and liquidity, economic growth has disappointed for many years. Faced with numerous risks, some call the equity rally 'the most hated bull market in history'.
For generations, Australian investors have backed banks, miners and dividends. But has that loyalty come at a cost? A look at the numbers raises an uncomfortable question about where future returns will come from.
The housing debate tends to focus on prices, interest rates and deposits. Yet an overlooked feature of the mortgage itself could help buyers enter the market sooner without abandoning prudent lending standards.
Thinking about an SMSF? Before you sign anything, learn how to spot the difference between genuine advice and a sales pitch, understand the real costs, and avoid the compliance mistakes that attract ATO attention.
Market conditions are shifting as familiar yield sources quietly lose momentum. Australian public credit may be the most compelling source of income in today's market but many investors haven't noticed the shift.
Reporting season has delivered a clear message: the market is no longer paying simply for quality, resilience or an earnings beat. It is paying for change in earnings expectations and the outlook ahead.
Some of history's most important innovations changed the world while leaving investors much poorer. As trillions pour into AI, a familiar pattern may be emerging, one that rewards society far more generously than capital.
August reporting season delivered strong earnings and bigger-than-expected dividends, but beneath this, a more nuanced story emerged. First Sentier Investors’ David Wilson and Christian Guerra unpack the key trends.