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Edition: 416

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Welcome to Firstlinks Edition 416 with weekend update

  • 15 July 2021
  • 3

Noise. It causes such basic errors in our decision-making that a new book from three top-selling US authors is called: 'Noise: A Flaw in Human Judgement'. The examples in the book include wide variations in prison sentences for the same crime and insurance assessors awarding different damages for the same event. And then there are our investment decisions.

Investing is like water, but what the hell is water?

Markets always deliver delusions and manias, but there's something unique now. Investors do not speak a common language at a time when there's more money for speculative ideas than ever. Check the water.

How real are the three key regulatory risks facing Big Tech?

Drawing on experience as a bank analyst who studied the legislative process during the GFC, an internet analyst now has a unique insight into three key risks faced by Big Tech and implications for share prices.

Among key trends in Australian banks, one factor stands out

The Big Four banks look similar but they are at fundamentally different stages as they move to simpler business models. Amid challenges from operating systems, loan growth and neobank threats, one factor stands tall.

Selected reader comments on retirement spending article

The article by former leading super consultant, Don Ezra, on how he calculated how much to spend in his own retirement has been viewed over 12,000 times. We reproduce selected comments by readers on their own journey.

How the Intergenerational Report misleads on super

Super tax concessions will be worth more than the cost of the pensions in future, but they represent two fundamentally different forms of government support for our retirement income system. Both have a role.

Best-in-class, ‘pure-play’ companies give clearer focus

Best-in-class or ‘pure-play’ companies concentrate on one business really well, while companies with diverse operations lead to inefficient capital allocation and underinvest in the best opportunities.

Three reasons investors should buy in a tech sell off

The leading global innovation companies such as Amazon, Google, Tencent and Alibaba, alongside tomorrow’s champions in Tesla, Afterpay and Xero, offer better prospects than traditional ‘old-world’ value investments.

Most viewed in recent weeks

Retirement income expectations hit new highs

Younger Australians think they’ll need $100k a year in retirement - nearly double what current retirees spend. Expectations are rising fast, but are they realistic or just another case of lifestyle inflation?

Four best-ever charts for every adviser and investor

In any year since 1875, if you'd invested in the ASX, turned away and come back eight years later, your average return would be 120% with no negative periods. It's just one of the must-have stats that all investors should know.

Why super returns may be heading lower

Five mega trends point to risks of a more inflation prone and lower growth environment. This, along with rich market valuations, should constrain medium term superannuation returns to around 5% per annum.

Preparing for aged care

Whether for yourself or a family member, it’s never too early to start thinking about aged care. This looks at the best ways to plan ahead, as well as the changes coming to aged care from November 1 this year.

Our experts on Jim Chalmers' super tax backdown

Labor has caved to pressure on key parts of the Division 296 tax, though also added some important nuances. Here are six experts’ views on the changes and what they mean for you.        

Why I dislike dividend stocks

If you need income then buying dividend stocks makes perfect sense. But if you don’t then it makes little sense because it’s likely to limit building real wealth. Here’s what you should do instead.

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