Independent financial education newsletter for Australians investing in US markets. Weekly insights on stocks, ETFs, currency, and tax — every Sunday.
stock-spotlight
The Tesla bull case has never been about cars. Institutions know this — and they’re still not pricing it in. Here’s a clear-eyed look at the five theses, the real risks, and why retail conviction might actually be ahead of the smart money.
newsletter
Issue #3 | Sunday, 24 May 2026
market-moves
An oil-shocked global economy, an Australian budget that quietly rewrites the rules for every long-term investor, and a Tesla production milestone that markets are still refusing to price in. Here’s what actually matters this week for Aussie investors.
tax-corner
Franking credits are one of Australia's most generous tax perks — but they don't travel. If you're investing in US markets, your income is taxed differently. Here's the maths, and what it means for your Aussie portfolio.
stock-spotlight
Jensen Huang flew to Beijing on Air Force One. H200 chip shipments to China haven't happened yet but the market is betting they're imminent. Here's the full picture on the world's most important AI company.
newsletter
Issue #2 | Sunday, 17 May 2026
market-moves
Three macro stories collided this week: a Beijing summit that delivered theatre over substance, a new Fed Chair who might not be Trump's rubber stamp, and a US energy shift reshaping global oil. Here's what it means for your Aussie portfolio.
stock-spotlight
This time last year AMZN didn't make the tariff truce headlines. Apple and Nvidia did. That's the opportunity. Here's why Amazon may be the biggest structural winner from US–China de-escalation — across three business lines at once.
investing-101
The Fed just held rates — again. But do you actually know what that means for your money? Here's how to decode a Fed decision in plain English, and what Aussie investors should (and shouldn't) do about it.
newsletter
Issue #1 | Sunday, 10 May 2026
market-moves
The US–China trade war has had more twists than a Netflix thriller. With Trump landing in Beijing on 14–15 May, here's where things actually stand — and what it means for your portfolio.
stock-spotlight
Everyone's heard of Palantir. Few can explain what it actually does. We cut through the noise — two business segments, the AIP platform, the bull and bear case, and what buying Palantir looks like in AUD from Australia via Stake.