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Apr 30, 2024 | 
flipboard.com | Marta Norton
6 hours agoIt was a rough day for the Dow and other indexes as hotter-than-expected labor data increased speculation that the Federal Reserve would not be cutting interest rates anytime soon. The Federal Open Market Committee (FOMC) meeting began today, and the interest rate decision will be made Wednesday …
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Apr 30, 2024 | 
morningstar.com | Marta Norton
While most investors are focused on when the Federal Reserve will be cutting interest rates, there’s another key policy lever officials are considering: its steps to reduce the amount of bonds it holds. This policy is known as quantitative tightening, and it’s been in place to unwind the massive number of bond holdings the Fed bought to pump money into the economy during the pandemic-driven recession—a process known as quantitative easing.
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Jan 9, 2024 | 
morningstar.co.uk | Marta Norton
Investors are always walking the tight rope of risk, particularly when risk comes in the form of external shocks. But aiming for accurate predictions around risk is a fool's game. Rather than predict, we prepare. The perception of risk can greatly affect market sentiment, often creating opportunities, too. We seek to understand both sides of the coin. The current market conditions highlight several significant challenges for investors.
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Jan 8, 2024 | 
morningstar.ca | Marta Norton
Investors are always walking the tight rope of risk, particularly when risk comes in the form of external shocks. But aiming for accurate predictions around risk is a fool’s game. So, rather than predict, we prepare. The perception of risk can greatly affect market sentiment, often creating opportunities, too. We seek to understand both sides of the coin. The current market conditions highlight several significant challenges for investors.
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Dec 29, 2023 | 
morningstar.com | Marta Norton |Ryan Murphy
Investors are always walking the tight rope of risk, particularly when risk comes in the form of external shocks. But aiming for accurate predictions around risk is a fool’s game. So, rather than predict, we prepare. The perception of risk can greatly affect market sentiment, often creating opportunities, too. We seek to understand both sides of the coin. The current market conditions highlight several significant challenges for investors.
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Dec 19, 2023 | 
firstlinks.com.au | James Gruber |Marta Norton |Martin Conlon
Reader: "Love it, just keep doing what you are doing. It is the right length too, any longer and it might become a bit overwhelming."Andrew Buchan, Partner, HLB Mann Judd: "I have told you a thousand times it's the best newsletter."Reader: "Great resource. Cuffelinks is STILL the one and only weekly newsletter I regularly read."Reader: "Carry on as you are - well done.
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Dec 13, 2023 | 
firstlinks.com.au | Colin Mackay |James Gruber |Marta Norton
Jonathan Hoyle, CEO, Stanford Brown: "A fabulous publication. The only must-read weekly publication for the Australian wealth management industry."Reader: "I subscribe to two newsletters. This is my first read of the week. Thank you. Excellent and please keep up the good work!"Reader: "An island of professionalism in an ocean of shallow self-interest.
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Dec 12, 2023 | 
firstlinks.com.au | James Gruber |Kaye Fallick |Marta Norton
Reader: "Keep it up - the independence is refreshing and is demonstrated by the variety of well credentialed commentators."Reader: "Is one of very few places an investor can go and not have product rammed down their throat. Love your work!"Steve: "The best that comes into our world each week. This is the only one that is never, ever canned before fully being reviewed by yours truly."Reader: "An island of professionalism in an ocean of shallow self-interest.
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Dec 12, 2023 | 
firstlinks.com.au | James Gruber |Marta Norton |Martin Conlon
Noel Whittaker, author and financial adviser: "A fabulous weekly newsletter that is packed full of independent financial advice."Ian Silk, CEO, AustralianSuper: "It has become part of my required reading: quality thinking, and (mercifully) to the point."Reader: "Love it, just keep doing what you are doing. It is the right length too, any longer and it might become a bit overwhelming."Professor Robert Deutsch: "This has got to be the best set of articles on economic and financial matters.
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Dec 6, 2023 | 
firstlinks.com.au | James Gruber |Marta Norton |Martin Conlon
Reader: "I subscribe to two newsletters. This is my first read of the week. Thank you. Excellent and please keep up the good work!"Noel Whittaker, author and financial adviser: "A fabulous weekly newsletter that is packed full of independent financial advice."Rob Henshaw: "When I open my computer each day it's the first link I click - a really great read."Reader: "Best innovation I have seen whilst an investor for 25 years. The writers are brilliant.
