Independent financial education newsletter for Australians investing in US markets. Weekly insights on stocks, ETFs, currency, and tax — every Sunday.
investing-101
Headlines only show whether a company beat or missed. The real insights are in the numbers. Here’s a clear, repeatable framework for reading any earnings report, using Alphabet’s Q1 2026 results as the case study — including how to handle one-time gains.
announcements
Claim Your Free Checklist for Building Wealth Through the US Market
stock-spotlight
AI Hyperscalers Series: GOOGL (Part 1), MSFT (Part 2), META (Part 3). Three companies spending $200B+ yearly on AI infrastructure. Does the capex turn into earnings growth — or just fuel Nvidia? Part 1 examines Alphabet’s Cloud momentum, Search economics, and the real cost of building at scale.
newsletter
Issue #5 | Sunday, 7 June 2026
market-moves
The AI trade looked unstoppable—until May’s jobs report landed. A stronger-than-expected 172K payrolls print flipped rate expectations, hit the Nasdaq, and sent the VIX soaring. What it means and what Aussie investors should watch next.
announcements
12 Essential Playbooks for Australians Building Wealth Through the US Market
currency-watch
The AUD/USD sits at 0.7164 as of this writing. The USD is under structural pressure. If you’re holding US equities unhedged, FX drag could silently wipe out years of gains. Here’s how to fight back.
playbook-series
Two tax systems want a piece of your US stock gains. Australia’s CGT reform agenda is reshaping what you owe here. The US withholding regime is bleeding your dividends. This playbook shows exactly how to navigate both — legally, methodically, and before 30 June.
stock-spotlight
Tim Cook is out. John Ternus is in. Apple just hit an all-time high. But at 38x trailing earnings, near-peak AI lag, and a CEO transition the market doesn’t fully understand yet — is AAPL a buy, hold, or reassess?
newsletter
Issue #4 | Sunday, 31 May 2026
market-moves
US markets hit their 22nd all-time high of 2026 this week, powered by blowout earnings and Iran ceasefire hopes — even as oil stayed elevated and inflation refused to budge. Here’s what Aussie investors need to know.
investing-101
Your super isn’t limited to ASX blue chips. Here’s how investors can gain tax-effective exposure to US equities through SMSFs, while understanding the risks, responsibilities, and compliance obligations involved.