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5 October 2024

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Edition: 509

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Welcome to Firstlinks Edition 509 with weekend update

  • 18 May 2023
  • 28

It's often said that democracy is the worst form of government, except for all the others, and the same is true of monetary policy. It is a deeply flawed way to manage the economy and yet we have not come up with anything better. Like democracy, we need to watch the consequences of its shortcomings.

The latest costs and strategies in financial advice

There are a lot of vague statements about the costs of financial advice in Australia. This insider's knowledge shows the actual costs are skyrocketing but demand for financial advice remains strong.  

Is it the right time for Buy-Write funds?

Buy-Write funds sell options to generate extra income but it means they may give away some of the upside potential. During periods of market weakness and a need for more income, is the time right for this strategy?

The cheapest small cap valuations in decades

Small and mid cap stocks potentially offer investors an opportunity not seen in decades as valuations are close to two standard deviations 'cheap' relative to larger companies. It's not the only thing in their favour.

Stocks are less risky than bonds in the long term

Owning bonds is less risky than owning shares, right? The evidence suggests that while this may be true in the short term, it isn't over longer time horizons, with important implications for asset allocation.

Aggressive climate targets spell opportunity for investors

There is a US$50 trillion opportunity for those companies that help countries meet their net-zero emission targets over the next 30 years. Here are three key themes and a stock that will benefit from the change.

One edge that individual investors have over fund managers

Fund managers have more staff, more information, and more access to companies, yet individual investors have one advantage in their favour. Anyone selecting a manager should consider such constraints on performance.

Druckenmiller on the biggest mistake in the history of the Fed

Fund manager Stanley Druckenmiller gave a much-publicised interview at the 2023 Sohn Conference in the US last week. In this extract, he warns about the asset bubble the US Fed has created and his dire expectations.

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An important Foxtel announcement...

News Corp's plans to sell Foxtel are surprising in that streaming assets Kayo, Binge and Hubbl look likely to go with it. This and recent events in the US show the bind that legacy TV businesses find themselves in.

Welcome to Firstlinks Edition 575 with weekend update

A new study has found Australians far outlive people in other English-speaking countries. We live four years longer than the average American and two years more than the average Briton, and some of the reasons why may surprise you.

  • 29 August 2024

The challenges of building a portfolio from scratch

It surprises me how often individual investors and even seasoned financial professionals don’t know the basics of building an investment portfolio. Here is a guide to do just that, as well as the challenges involved.

Creating a bulletproof investment portfolio

Is it possible to build a portfolio that performs well in any economic environment? So-called 'All Weather' portfolios have become more prominent of late, and this looks at what these portfolios are and their pros and cons.

Welcome to Firstlinks Edition 578 with weekend update

The number of high-net-worth individuals in Australia has increased by almost 9% over the past year, and they now own $3.3 trillion in investable assets. A new report reveals how the wealthy are investing their money.

  • 19 September 2024

Why I'm a perma-bull on stocks

Investors overestimate the risk of owning stocks and underestimate the risk of not owning them. In the long run, shares crush other major asset classes, yet it’s one thing to understand this, it’s another to being able to execute on it.

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