Independent financial education newsletter for Australians investing in US markets. Weekly insights on stocks, ETFs, currency, and tax — every Sunday.
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.
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.