Register to receive our free weekly newsletter including editorials.
Friday, 29 October 2021
Recently trending
Reader: "Love it, just keep doing what you are doing. It is the right length too, any longer and it might become a bit overwhelming."
Eleanor Dartnall, AFA Adviser of the Year, 2014: "Our clients love your newsletter. Your articles are avidly read by advisers and they learn a great deal."
Australian Investors Association: "Australia's foremost independent financial newsletter for professionals and self-directed investors."
John Pearce, Chief Investment Officer, Unisuper: "Out of the (many many) investmentrelated emails I get, Cuffelinks is one that I always open."
Reader: "Congratulations on a great focussed news source. Australia has a dearth of good quality unbiased financial and wealth management news."
Reader: "I can quickly sort the items that I am interested in, then research them more fully. It is also a regular reminder that I need to do this."
David Goldschmidt, Chartered Accountant: "I find this a really excellent newsletter. The best I get. Keep up the good work!"
Andrew Buchan, Partner, HLB Mann Judd: "I have told you a thousand times it's the best newsletter."
Steve: "The best that comes into our world each week. This is the only one that is never, ever canned before fully being reviewed by yours truly."
Ian Kelly, CFP, BTACS Financial Services: "Probably the best source of commentary and information I have seen over the past 20 years."
Professor Robert Deutsch: "This has got to be the best set of articles on economic and financial matters. Always something worthwhile reading in Firstlinks. Thankyou"
Reader: "Great resource. Cuffelinks is STILL the one and only weekly newsletter I regularly read."
Reader: "The BEST in the game because of diversity and not aligned to financial products. Stands above all the noise."
Reader: " Finding a truly independent and interesting read has been magical for me. Please keep it up and don't change!"
Reader: "It's excellent so please don't pollute the content with boring mainstream financial 'waffle' and adverts for stuff we don't want!"
Jonathan Hoyle, CEO, Stanford Brown: "A fabulous publication. The only must-read weekly publication for the Australian wealth management industry."
Reader: "Is one of very few places an investor can go and not have product rammed down their throat. Love your work!"
Noel Whittaker, author and financial adviser: "A fabulous weekly newsletter that is packed full of independent financial advice."
John Egan, Egan Associates: "My heartiest congratulations. Your panel of contributors is very impressive and keep your readers fully informed."
Reader: "Carry on as you are - well done. The average investor/SMSF trustee needs all the help they can get."
Don Stammer, leading Australian economist: "Congratulations to all associated. It deserves the good following it has."
Reader: "Best innovation I have seen whilst an investor for 25 years. The writers are brilliant. A great publication which I look forward to."
Ian Silk, CEO, AustralianSuper: "It has become part of my required reading: quality thinking, and (mercifully) to the point."
Vishal Teckchandani, Content Editor, nabtrade: "Exceptional investment literature of the highest possible quality."
Rob Henshaw: "When I open my computer each day it's the first link I click - a really great read."
Reader: "I subscribe to two newsletters. This is my first read of the week. Thank you. Excellent and please keep up the good work!"
Reader: "An island of professionalism in an ocean of shallow self-interest. Well done!"
Reader: "Keep it up - the independence is refreshing and is demonstrated by the variety of well credentialed commentators."
Scott Pape, author of The Barefoot Investor: "I'm an avid reader of Cuffelinks. Thanks for the wonderful resource you have here, it really is first class."
Short selling (shorting) has become increasingly prevalent in our stock market, with its potential impact best seen in the fate of targets such as Slater & Gordon and Dick Smith.
Shorting has implications not only for those looking to sell to profit from price falls. It can create both opportunities and challenges and all investors should watch the short volume.
The intuition is that stock markets should perform in line with an economy's GDP, but a look at the last decade shows little relationship, and perhaps the opposite is more accurate.
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.
Months after the major superannuation reforms of 1 July 2017, advisers and their clients are still asking important questions, especially about transfer balance caps and segregation.
Pressure is mounting on the leading digital platforms to better police inappropriate content before the regulators disrupt the disruptors. There's still time to put their own houses in order.
After many years of disappointment, there is a renewed focus on the US’s need to invest heavily in infrastructure. With investors looking for consistent revenue streams, it's a welcome addition to the asset class.
Most Australians, especially millennials, expect their super funds to actively target ethical investing. The repercussions for prices and portfolio construction cannot be ignored.
Listed Investment Companies (LICs) with international exposures delivered the best results in the last 12 months, showing the Australian focus of most local investors would benefit from greater diversification.
We tend to forget that house prices often fall. Direct lending controls are more effective than rate rises because macroprudential limits affect the volume of money for housing leaving business rates untouched.
The survey drew a fantastic 2,000 responses with over 1,000 comments and polar opposite views on what is good policy. Do most people believe the home should be in the age pension asset test, and what do they say?
Any policy decision needs to recognise who is affected by a change. It pays to check the data on who pays taxes, who owns assets and who earns the income to ensure an equitable and efficient outcome.
With articles on the pensions assets test read about 40,000 times, 3,500 survey responses and thousands of comments, there was a lot of great reader participation. A few comments added extra insights.
It is hard to think of any area of widespread public concern where the same policies have been pursued for so long, in the face of such incontrovertible evidence that they have failed to achieve their objectives.
There are reasons to believe inflation will stay under control, and although we may see a slowing in the global economy, two companies should benefit from the themes of 'Stable Compounders' and 'Structural Winners'.