We’ve received hundreds of responses to our Reader Survey, but to give as large a sample as possible, we’ll leave it open for a few more days.
We read every one of the comments received. It’s nice to hear so many of you look forward to receiving our newsletter. Your feedback will help to improve our content, and it should take only a few minutes. The ...
Stock markets have been shaky of late and talk of an AI bubble is rife. Bubbles don’t normally pop when everyone is talking about them and they also have a bad habit of going on for longer than most people think and/or can endure.
Stepping back from the daily noise, it’s clear that this AI bubble is different. The Magnificent Seven stocks are ...
Brace yourself! If only an ‘amygdala hijack’ came with this warning. In 1995, psychologist Daniel Goleman coined the term to describe what happens when individuals experience an immediate, intensified emotional response that short-circuits the rational, decision-making part of the brain. In this moment, our limbic brain (the emotional hub) takes centre ...
Earlier this year, as CBA’s market cap soared to nose-bleed heights, I wrote about a new wave of dividend darlings (global banks) emerging as CBA alternatives.
The key message was that despite CBA historically being a great investment for yield and returns, stretched valuations were flashing a signal for investors to reduce single stock risk and ...
Global dividends continued their impressive run in the third quarter. They rose 6.2% year-on-year to US$518.7 billion on a topline basis, a Q3 record. The core dividend growth rate, which adjusts for one-offs, exchange rates and calendar factors, was very similar at 6.1%, though there was significant divergence between different geographies and ...
From 1st December it [the US Federal Reserve] is to stop quantitative tightening, i.e., the policy of actively reducing the size of its securities holdings and balance sheet. The present phase of QT [quantitative tightening] began in spring 2022 – and more forcefully in autumn 2022 – as part of the Fed’s then campaign to curb the USA’s inflationary ...
Dutch Disease explained
Dutch Disease, coined following the Netherlands’ natural gas discoveries in the 1960s, describes an economic phenomenon where a resource boom paradoxically weakens a nation’s broader economic competitiveness. The mechanism operates through two channels: the spending effect, where increased income from the booming sector drives ...
“Leave children enough so they can do anything, but not enough that they can do nothing.”
Warren Buffet’s words capture a truth often overlooked. Transferring wealth is simple; ensuring someone is ready to manage it responsibly is much more complex.
You devote years of your life working, saving and investing, striving to build a legacy that outlives ...
Energy policy in Australia is currently the topic du jour. And rightly so.
No other policy, not taxation, immigration, or industrial relations, has such far-reaching effects on the economy. The cost of energy feeds into every single economic activity. Be it household budgets, manufacturing, mining, data centres, farming, construction, or the services ...
Energy policy in Australia is currently the topic du jour. And rightly so.
No other policy, not taxation, immigration, or industrial relations, has such far-reaching effects on the economy. The cost of energy feeds into every single economic activity. Be it household budgets, manufacturing, mining, data centres, farming, construction, or the services ...
Investing can often feel like one giant prediction game. Most financial market commentary involves forecasts about the future that are hastily discarded and wilfully forgotten, and many investment approaches are founded on taking bets about the complex interactions of economies and asset prices. The problem with all this activity is that the world is a ...
The Weekend Edition includes a market update plus Morningstar adds links to two additional articles.
First, a quick reminder: We’d love to get to know more about our readers, hear your thoughts on Firstlinks and see how we can make it better for you. Please complete this short survey, and have your say.
****
Regular readers will know that dementia has ...
We’ve received hundreds of responses to our Reader Survey, but to give as large a sample as possible, we’ll leave it open for a few more days.
We read every one of the comments received. It’s nice to hear so many of you look forward to receiving our newsletter. Your feedback will help to improve our content, and it should take only a few minutes. The ...
Stock markets have been shaky of late and talk of an AI bubble is rife. Bubbles don’t normally pop when everyone is talking about them and they also have a bad habit of going on for longer than most people think and/or can endure.
Stepping back from the daily noise, it’s clear that this AI bubble is different. The Magnificent Seven stocks are ...
Brace yourself! If only an ‘amygdala hijack’ came with this warning. In 1995, psychologist Daniel Goleman coined the term to describe what happens when individuals experience an immediate, intensified emotional response that short-circuits the rational, decision-making part of the brain. In this moment, our limbic brain (the emotional hub) takes centre ...
Earlier this year, as CBA’s market cap soared to nose-bleed heights, I wrote about a new wave of dividend darlings (global banks) emerging as CBA alternatives.
The key message was that despite CBA historically being a great investment for yield and returns, stretched valuations were flashing a signal for investors to reduce single stock risk and ...
Global dividends continued their impressive run in the third quarter. They rose 6.2% year-on-year to US$518.7 billion on a topline basis, a Q3 record. The core dividend growth rate, which adjusts for one-offs, exchange rates and calendar factors, was very similar at 6.1%, though there was significant divergence between different geographies and ...
From 1st December it [the US Federal Reserve] is to stop quantitative tightening, i.e., the policy of actively reducing the size of its securities holdings and balance sheet. The present phase of QT [quantitative tightening] began in spring 2022 – and more forcefully in autumn 2022 – as part of the Fed’s then campaign to curb the USA’s inflationary ...
Dutch Disease explained
Dutch Disease, coined following the Netherlands’ natural gas discoveries in the 1960s, describes an economic phenomenon where a resource boom paradoxically weakens a nation’s broader economic competitiveness. The mechanism operates through two channels: the spending effect, where increased income from the booming sector drives ...
“Leave children enough so they can do anything, but not enough that they can do nothing.”
Warren Buffet’s words capture a truth often overlooked. Transferring wealth is simple; ensuring someone is ready to manage it responsibly is much more complex.
You devote years of your life working, saving and investing, striving to build a legacy that outlives ...
Energy policy in Australia is currently the topic du jour. And rightly so.
No other policy, not taxation, immigration, or industrial relations, has such far-reaching effects on the economy. The cost of energy feeds into every single economic activity. Be it household budgets, manufacturing, mining, data centres, farming, construction, or the services ...
Energy policy in Australia is currently the topic du jour. And rightly so.
No other policy, not taxation, immigration, or industrial relations, has such far-reaching effects on the economy. The cost of energy feeds into every single economic activity. Be it household budgets, manufacturing, mining, data centres, farming, construction, or the services ...
Investing can often feel like one giant prediction game. Most financial market commentary involves forecasts about the future that are hastily discarded and wilfully forgotten, and many investment approaches are founded on taking bets about the complex interactions of economies and asset prices. The problem with all this activity is that the world is a ...
The Weekend Edition includes a market update plus Morningstar adds links to two additional articles.
First, a quick reminder: We’d love to get to know more about our readers, hear your thoughts on Firstlinks and see how we can make it better for you. Please complete this short survey, and have your say.
****
Regular readers will know that dementia has ...
