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Edition: 573

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Welcome to Firstlinks Edition 573 with weekend update

  • 15 August 2024
  • 6

Steve Eisman, best known for his ‘Big Short’ bet against US subprime mortgages before the 2008 financial crisis, is now long and betting on what he thinks are the two biggest stories of our time: AI and infrastructure.

Warren Buffett changes his mind at age 93

This month, Buffett made waves by revealing he’d sold almost 50% of his shares in Apple in the second quarter. The sale not only shows that Buffett has changed his mind on the stock but remains at the peak of his powers.

Wealth transfer isn't just about 'saving it up and passing it on'

We’ve seen how the transfer of wealth can work well, with inherited wealth helping families grow and thrive for generations, as well as how things can go horribly wrong. Here are tips on how to get it right.

Navigating the risks of retirement

The biggest fear voiced by Australians prior to and during retirement is running out of money. Here's a detailed look at the key risks that should be considered when building a retirement income strategy.

The numbers behind Australia’s record-breaking Olympics

Paris 2024 was Australia’s most successful Olympics, with 18 gold medals eclipsing the previous record of 17 set in Athens and Tokyo. This breaks down all the numbers and the reasons behind our success.

How exposed is your portfolio to the AI story?

Questions are being asked of the AI story and the gargantuan investments that tech companies are pouring into it. If you don’t know how exposed your portfolio is to AI, now would be a good time to find out.

Short-term panics create opportunity in real assets

Listed infrastructure companies often have fabulous assets, with monopoly positions and extremely reliable cash flows. But how do you identify the very best companies, and how do you pick them up at a reasonable price?

Why the RBA has been ineffective in curbing inflation

The RBA's prescription to hike rates may not work to lower inflation into the bank’s 2-3% target band. If anything, there appears to be a positive correlation between interest rates and inflation.

Most viewed in recent weeks

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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