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Edition: 8

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Edition 8

  • 29 March 2013

Current sharemarket rhyming with post-1973, 32 years of performance data, thinking irrationally and small v large caps.

Jumping frogs and rhyming markets

Who is the greatest market analyst of all time? Towering above all is Mark Twain with his immortal line: “no occurrence is sole and solitary, but is merely a repetition of a thing which has happened before, and perhaps often ...”

Lessons from 32 years of investment returns

Future returns from different asset classes are always uncertain and subject to contrary forecasts, but there are useful lessons from the past. As Shakespeare wrote in The Tempest, "What is past is prologue."

So you think you think rationally. Think again

Each day, we respond to problems quickly, automatically and often gullibly, giving undue attention to details that stand out easily. Critical information is often ignored. The best investors are those who can hear through the noise.

If the small cap fits, wear it

There are reasons why small cap stocks have a history of long term outperformance, although recently, the preference for defensive large cap yields has dominated.

A new vision for retirement: productive and meaningful

This extract from Harvard Business Review looks at how meaningful work for retirees can help avoid the problems that a rapidly rising dependency ratio will cause. In the US, 10,000 baby boomers turn 60 every day.

Most viewed in recent weeks

Raising the GST to 15%

Treasurer Jim Chalmers aims to tackle tax reform but faces challenges. Previous reviews struggled due to political sensitivities, highlighting the need for comprehensive and politically feasible change.

7 examples of how the new super tax will be calculated

You've no doubt heard about Division 296. These case studies show what people at various levels above the $3 million threshold might need to pay the ATO, with examples ranging from under $500 to more than $35,000.

The revolt against Baby Boomer wealth

The $3m super tax could be put down to the Government needing money and the wealthy being easy targets. It’s deeper than that though and this looks at the factors behind the policy and why more taxes on the wealthy are coming.

Are franking credits hurting Australia’s economy?

Business investment and per capita GDP have languished over the past decade and the Labor Government is conducting inquiries to find out why. Franking credits should be part of the debate about our stalling economy.

Here's what should replace the $3 million super tax

With Div. 296 looming, is there a smarter way to tax superannuation? This proposes a fairer, income-linked alternative that respects compounding, ensures predictability, and avoids taxing unrealised capital gains. 

The rubbery numbers behind super tax concessions

In selling the super tax, Labor has repeated Treasury claims of there being $50 billion in super tax concessions annually, mostly flowing to high-income earners. This figure is vastly overstated.

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