Don Stammer

Jan 16, 2024 | firstlinks.com.au | James Gruber |Don Stammer |John Abernethy |Ashley Owen

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Dec 5, 2023 | firstlinks.com.au | Annika Bradley |James Gruber |Kaye Fallick |Don Stammer

Reader: "Great resource. Cuffelinks is STILL the one and only weekly newsletter I regularly read."Reader: "Is one of very few places an investor can go and not have product rammed down their throat. Love your work!"Reader: " Finding a truly independent and interesting read has been magical for me. Please keep it up and don't change!"Reader: "An island of professionalism in an ocean of shallow self-interest.

Aug 15, 2023 | firstlinks.com.au | Don Stammer |Graham Hand |John Abernethy |James Gruber

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Jun 27, 2023 | firstlinks.com.au | Stephen MIller |Stephen Miller |Don Stammer |Matt Peron |James Gruber

The traditional 60/40 equity/bond portfolio has performed poorly during the recent period of high and persistent inflation. With some indication that peak inflation has passed, now seems a good time to do a stock-take on the year so far and what it might imply for portfolios going forward. It seems to me that the easiest way to parse where markets sit is by way of analogies to three famous children’s stories: The Boy Who Cried Wolf, Goldilocks, and The Pied Piper of Hamelin.