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Category: Weekly Editorial

1-12 out of 644 results.

Welcome to Firstlinks Edition 652

Everyone has something to say about the impact on markets from the war against Iran. Little of this commentary has added much value.

Welcome to Firstlinks Edition 651 with weekend update

  • 26 February 2026
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The market seems increasingly jittery with contradictory predictions about AI flooding in daily. An approach to step back and keep focus.

Welcome to Firstlinks Edition 650 with weekend update

  • 19 February 2026
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A study of expert investors reveals how we can all achieve better investment returns. 

Welcome to Firstlinks Edition 649 with weekend update

Anxiety continues to rise about the impact of AI. Doomsday scenarios include the demise of previously thriving industries like software and the widespread loss of white-collar jobs. Is the universal basic wage the answer?

Welcome to Firstlinks Edition 648 with weekend update

  • 5 February 2026
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This is my last edition as Editor of Firstlinks. I’m moving onto a new role though the newsletter will remain in good hands until my permanent replacement is found.

Welcome to Firstlinks Edition 647 with weekend update

  • 29 January 2026
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A new year and another TV streaming price hike as Kayo lifts my premium plan by 15% to $45 a month. It follows a barrage of price rises from competitors. We’re paying a lot for convenience and choice nowadays.

Welcome to Firstlinks Edition 646 with weekend update

  • 22 January 2026
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There’s one surprising area of the market that’s been left behind over the past year: quality stocks. Not only in Australia, but globally. The likes of REA, CAR Group, and Aristocrat may offer opportunities in an overpriced market.

Welcome to Firstlinks Edition 645 with weekend update

  • 15 January 2026
  • 2

Rio Tinto is proposing a $300 million merger with Glencore soon after BHP tried to nab Anglo American. The commodities boom is heating up but will the mining giants incinerate money like past cycles or is this time different?

Welcome to Firstlinks Edition 644 with weekend update

  • 8 January 2026
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Stocks bounced hard off April lows, gold hit record highs and even bonds gained – 2025 was a year where it was hard not to make money. This breaks down the year and how to best position portfolios for 2026 and beyond.

Welcome to Firstlinks Edition 643 with weekend update

  • 1 January 2026
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Here are my 20 favourite Firstlinks articles from 2025, including ‘Which generation had it the toughest?’, ‘The case for the $3 million super tax’, and ‘Simple maths says the AI investment boom ends badly’.

Welcome to Firstlinks Edition 642 with weekend update

  • 18 December 2025
  • 5

It’s the season for 2026 market forecasts. Predicting the short term is tough though, and it’s often best to look at long-term data to guide your investment decisions. A new report can help with that.

Welcome to Firstlinks Edition 641 with weekend update

  • 11 December 2025
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  • 1

My 13 biggest lessons from 2025 including dinosaurs die, good companies don’t necessarily make good investments, Baby Boomers are driving the economy, don't fight interest rates, and history is rhyming in real time.

Most viewed in recent weeks

3 ways to fix Australia’s affordability crisis

Our cost-of-living pressures go beyond the RBA: surging house prices, excessive migration, and expanding government programs, including the NDIS, are fuelling inflation, demanding bold, structural solutions.

Making sense of record high markets as the world catches fire

The post-World War Two economic system is unravelling, leading to huge shifts in currency, bond and commodity markets, yet stocks seem oblivious to the chaos. This looks to history as a guide for what’s next.

Is there a better way to reform the CGT discount?

The capital gains tax discount is under review, but debate should go beyond its size. Its original purpose, design flaws and distortions suggest Australia could adopt a better, more targeted approach.

How cutting the CGT discount could help rebalance housing market

A more rational taxation system that supports home ownership but discourages asset speculation could provide greater financial support to first home buyers.

Welcome to Firstlinks Edition 648 with weekend update

This is my last edition as Editor of Firstlinks. I’m moving onto a new role though the newsletter will remain in good hands until my permanent replacement is found.

  • 5 February 2026

It’s economic reality, not fear-based momentum, driving gold higher

Most commentary on gold's recent record highs focus on it being the product of fear or speculative momentum. That's ignoring the deeper structural drivers at play. 

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