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7 October 2025

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Edition: 512

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Welcome to Firstlinks Edition 512 with weekend update

  • 8 June 2023
  • 7

'The Big Short' screenplay adaptation of Michael Lewis's excellent book showed a wider audience how markets and banks make fundamental valuation errors which were identified by a few before a collapse. The market is often wrong, and investors should decide their own comfort level and hold as much in equities as sleep allows.

Invest in equities until you reach your sleeping point

Benjamin Graham wrote that everyone should hold between 25% and 75% in equities, with the rest in bonds. That's a big range, but equities give the best long-term returns. The right level is the point where you sleep easy.

Franklin Templeton CEO on valuations and advice commissions

Payment of product commissions to financial advisers is banned in Australia, but the global Franklin Templeton CEO says it prevents some people from accessing needed advice. She also speaks about revaluing private assets. 

A top quality company shows cheaper is not better

As investors, we all like to snap up a bargain but  cheaply-priced stocks tend to provide short-term, temporary pleasures. Meanwhile, a quality gem is the gift that keeps on giving, even if the entry price seems expensive.

The ultimate superannuation EOFY checklist 2023

We're close to the end of the financial year and it's time for SMSFs and other super funds to make the most of the strategies available to them. Here is a 24-point checklist of the most important issues to address.

The pros and cons of short-term versus long-term investing

A key decision that investors face is whether to pursue investments over a short or long-term horizon. Both approaches have benefits and drawbacks and understanding the differences is critical to managing a portfolio.

Where investors should look given mixed economic picture

Australia's economic backdrop looks favourable compared to other developed markets, but the ASX has been one of the worst performing indices this year. That's opening up opportunities in consumer staples and small cap stocks.

What I know now about retirement income

When it comes to retirement planning, a good financial adviser can be a helpful partner but not until you know your own situation inside out. Here are five tips to help you better manage your retirement savings.

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Simple maths says the AI investment boom ends badly

This AI cycle feels less like a revolution and more like a rerun. Just like fibre in 2000, shale in 2014, and cannabis in 2019, the technology or product is real but the capital cycle will be brutal. Investors beware.

Why we should follow Canada and cut migration

An explosion in low-skilled migration to Australia has depressed wages, killed productivity, and cut rental vacancy rates to near decades-lows. It’s time both sides of politics addressed the issue.

Are LICs licked?

LICs are continuing to struggle with large discounts and frustrated investors are wondering whether it’s worth holding onto them. This explains why the next 6-12 months will be make or break for many LICs.

Australian house price speculators: What were you thinking?

Australian housing’s 50-year boom was driven by falling rates and rising borrowing power — not rent or yield. With those drivers exhausted, future returns must reconcile with economic fundamentals. Are we ready?

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?

Welcome to Firstlinks Edition 627 with weekend update

This week, I got the news that my mother has dementia. It came shortly after my father received the same diagnosis. This is a meditation on getting old and my regrets in not getting my parents’ affairs in order sooner.

  • 4 September 2025

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