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FINANCE News & Analysis

Opportunities amid the global banking rout
Stocks
Opportunities amid the global banking rout
Fed Chair Jerome Powell says the woes of Silicon Valley Bank are not systemic across the industry. We identify opportunities for ASX stocks unfairly...
Joshua Peach | 22 March 2023
Grantham's correction warning offers hope for those who've missed out - Firstlinks newsletter
Markets
Grantham's correction warning offers hope for those who've missed out - Firstlinks newsletter
+ Padley on miners; Montgomery; inflation and shares; buy high sell low early super access; keys to wealth and goals.
Graham Hand | 03 June 2021
Sometimes, a great company should just sit in the bottom drawer - Firstlinks newsletter
Markets
Sometimes, a great company should just sit in the bottom drawer - Firstlinks newsletter
+ Dogfooding and investing, CBA $100, valuing growth, crypto explained, Pension Loans Scheme to self-funded, China plan, stewardship, $18bn aged care.
Graham Hand | 27 May 2021
NAB's sell low, buy high remorse shows hindsight is 20/20 - Firstlinks newsletter
Markets
NAB's sell low, buy high remorse shows hindsight is 20/20 - Firstlinks newsletter
+ Next big thing; Noel's best and worst plus budget hype; six crisis lessons; major bank results; baby boom; more risks off-the-plan; value's...
Graham Hand | 20 May 2021
Who doesn't like free money! - Firstlinks newsletter
Markets
Who doesn't like free money! - Firstlinks newsletter
+ Budget black to red; Off-the-plan defects; Stammer on inflation; Higher prices miss CPI; Madoff to Aussie retail; LIC dividends; SMSF...
Graham Hand | 13 May 2021
An election budget with cash to splash - Firstlinks newsletter
Markets
An election budget with cash to splash - Firstlinks newsletter
+ Buffett AGM on stock picking; stronger equity markets; our skewed economy; multi year transition; key trends in decarbon; positive impact themes.
Graham Hand | 06 May 2021
Drown out the noise and stay the course - Firstlinks newsletter
Markets
Drown out the noise and stay the course - Firstlinks newsletter
+ 5 timeless investing lessons; Montgomery's 4 juicy themes; mad on Super League; property and bond yields; stop the churn; petshop galahs and...
Graham Hand | 29 April 2021
Beyond the doge, memes and NFTs, retail has invested well - Firstlinks newsletter
Markets
Beyond the doge, memes and NFTs, retail has invested well - Firstlinks newsletter
Buffett Indicator v all-in equities; next after +77pc; Biden's sugar hit too far; corporate loans for income; Ralston responds; changing super focus.
Graham Hand | 22 April 2021
Buffett's favourite indicator versus all-in equities
Stocks
Buffett's favourite indicator versus all-in equities
You're in good company if you don't have a clue what the stock market will do in the next year or two.
Graham Hand | 22 April 2021
Morningstar runs the numbers
Markets
Morningstar runs the numbers
We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 16 April.
Lewis Jackson | 19 April 2021