Register to receive our free weekly newsletter including editorials.
21 May 2025
Recently trending
David Goldschmidt, Chartered Accountant: "I find this a really excellent newsletter. The best I get. Keep up the good work!"
Reader: "Carry on as you are - well done. The average investor/SMSF trustee needs all the help they can get."
Reader: "Is one of very few places an investor can go and not have product rammed down their throat. Love your work!"
Rob Henshaw: "When I open my computer each day it's the first link I click - a really great read."
Reader: "The BEST in the game because of diversity and not aligned to financial products. Stands above all the noise."
Reader: "An island of professionalism in an ocean of shallow self-interest. Well done!"
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."
Reader: "Keep it up - the independence is refreshing and is demonstrated by the variety of well credentialed commentators."
Ian Kelly, CFP, BTACS Financial Services: "Probably the best source of commentary and information I have seen over the past 20 years."
Ian Silk, CEO, AustralianSuper: "It has become part of my required reading: quality thinking, and (mercifully) to the point."
Reader: " Finding a truly independent and interesting read has been magical for me. Please keep it up and don't change!"
Reader: "I subscribe to two newsletters. This is my first read of the week. Thank you. Excellent and please keep up the good work!"
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."
Jonathan Hoyle, CEO, Stanford Brown: "A fabulous publication. The only must-read weekly publication for the Australian wealth management industry."
Reader: "It's excellent so please don't pollute the content with boring mainstream financial 'waffle' and adverts for stuff we don't want!"
Andrew Buchan, Partner, HLB Mann Judd: "I have told you a thousand times it's the best newsletter."
Reader: "Best innovation I have seen whilst an investor for 25 years. The writers are brilliant. A great publication which I look forward to."
John Egan, Egan Associates: "My heartiest congratulations. Your panel of contributors is very impressive and keep your readers fully informed."
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."
Don Stammer, leading Australian economist: "Congratulations to all associated. It deserves the good following it has."
Noel Whittaker, author and financial adviser: "A fabulous weekly newsletter that is packed full of independent financial advice."
Reader: "Great resource. Cuffelinks is STILL the one and only weekly newsletter I regularly read."
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."
Reader: "Congratulations on a great focussed news source. Australia has a dearth of good quality unbiased financial and wealth management news."
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"
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."
John Pearce, Chief Investment Officer, Unisuper: "Out of the (many many) investmentrelated emails I get, Cuffelinks is one that I always open."
Book turned movie, Moneyball, chronicles Billy Beane’s journey from failed baseball player to legendary team manager. We look at how he did it and the lessons that can be applied to become a better investor.
In a talk with MBA students, legendary investor Howard Marks suggests forecasting and economists are a waste of time. He prefers to understand investor psychology and security pricing to get the edge in markets.
Powerful tailwinds are forming behind certain areas of global equity markets that previously spent many years in the wilderness. Chief among them are stockmarkets in Europe and Japan, which have surged in recent months.
In less than five years, all Baby Boomers will be eligible for retirement and the Baby Boomer bubble will have all but deflated. What happens next, and what are the implications for the wealth management industry?
By keeping interest rates on hold this month, the RBA expects that rate increases to date will eventually weigh on consumers and house prices. Is the RBA early or is it wrong, and what are the implicatons for markets?
The barbarians of buyouts have become the angels of alternatives: KKR is now one of the world's dominant alternate asset managers. Many investors are underestimating the vast opportunities in KKR’s addressable markets.
Our latest podcast features author and speaker, Peter Thornhill, on his unique investment strategy, plus Graham on how ETFs are minnows versus managed funds, and Peter Warnes with the market outlook for the rest of 2023.
The response to inflation in advanced economies has seen rapid interest rate rises, but the money supply has remained elevated, particularly in Australia. Should the RBA be doing more to reduce its balance sheet?
Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.
The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.
The boss of Australia’s fourth largest super fund by assets, UniSuper’s John Pearce, says Trump has declared an economic war and he’ll be reducing his US stock exposure over time. Should you follow suit?
Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.
While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.
Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.