23 January 2026

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Home / 494

Edition: 494

1-8 out of 8 results.

Welcome to Firstlinks Edition 494 with weekend update

2 February 2023
17

Three years ago this month, we realised a new virus was different and worse, and central banks pumped trillions into the financial system. But they ignored warnings of the inflationary consequences and we're all paying now, as markets in 2022 responded by falling in unison with more rate rises to come.

Tim Congdon warned us and we ignored him on inflation

Graham Hand on Tim Congdon
1 February 2023
18

In 2020 and 2021, Tim Congdon warned us about rapid increases in inflation due to the excess of money growth over output, and he excoriates the experts who ignored the obvious. What is he now saying about 2023?

Six charts on how Australians invested in 2022 and why

Graham Hand
1 February 2023
1

Flows into equities were not strong in 2022 as investors worried about the selloff, but more money flowed into fixed interest at the wrong time. Managed funds still dominate ETFs and LICs but the gap is closing.

Yes, ‘millionaires’ can qualify for the age pension

Kaye Fallick
1 February 2023
130

Recent media articles mocked a couple with $1 million in assets who asked whether they would qualify for the Age Pension. The ridicule hid an important debate about whether the Age Pension system is still fit for purpose.

Covid has changed our retirement plans

Jonathan Shead
1 February 2023
5

A new survey suggests Australians have changed their thinking on when, and how, they might retire. After the turmoil of Covid, Australia stands out in the global survey with 34% indicating a different retirement outlook.

3 fortress growth stocks for volatile times

Francyne Mu
1 February 2023
1

The market has erred by shunning growth companies indiscriminately. There are many growing businesses that enjoy strong free cash flow and robust balance sheets, including three US-listed large-cap companies outlined here.

Why central banks are becoming impotent

Russell Napier, Mark Dittli
1 February 2023

The power to control the creation of money has moved from central banks to western governments by the issuing of state guarantees on bank credit. What are the implications for investing and inflation?

9 ways that global markets are changing

Michael McAlary
1 February 2023
2

Australia's economy is in good shape after the extraordinary shift in global markets over the past 12 months, but here are nine macro and geopolitical factors for investors to check in a rapidly-changing world.

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