newsletter
Wall St. Down Under
Issue #12 | Sunday, 26 July 2026
Wall St. Down Under
Independent financial education newsletter for Australians investing in US markets. Weekly insights on stocks, ETFs, currency, and tax — every Sunday.
market-moves
The AI Receipts Are In: Alphabet Delivered, Tesla Didn’t | Week Ending 25 July 2026
Wall Street has been demanding proof that USD $700 billion in AI capital expenditure is generating real returns. This week, Alphabet filed its receipts. Tesla posted record revenue that looked better on the headline than in the accounts.
investing-101
Where Does Smart Money Move in a Slowing Economy?
When growth stalls, capital doesn’t sit still — it rotates. Here’s the framework behind defensive investing, why “safe” stocks can still compound aggressively, and what Australian investors need to weigh before making the move.
stock-spotlight
The Berkshire Thread (Part 1): Coca-Cola (NYSE: KO) — The Stock Buffett Bought in 1988 and Has Never Touched Since
Berkshire Hathaway paid ~USD 1.3 billion for Coca-Cola in 1988. That position is now worth ~USD 34 billion. The real question isn’t why Buffett bought — it’s whether the thesis still holds in 2026.
newsletter
Wall St. Down Under
Issue #11 | Sunday, 19 July 2026
market-moves
Goldilocks Gets Complicated | Week Ending 18 July 2026
Wall Street’s best earnings quarter in years, two cooler-than-expected inflation prints, and markets reaching new highs — but the Fed won’t blink, Iran tensions are spiking oil, and the AUD is lurching. The bull case is real. So is the sting in the tail.
investing-101
What Is a Stock Market Index (and Which Ones Actually Matter to Aussies)?
An index isn’t something you can buy — it’s a scoreboard. Here’s how they work, which ones matter, and how Australian investors actually get exposure.
announcements
Announcement: FREE Aussie’s Glossary of US Investing Terms
The US Market Speaks a Different Language — Claim Your Free Translation
stock-spotlight
The Business Behind the Brand (Part 3): Costco (NYSE: COST) — The Warehouse That Prints Money Before It Sells a Single Item
Costco’s profit doesn’t come from the rotisserie chicken. It comes from the membership fee you pay before you walk through the door — and 93% of US members keep paying, year after year.
newsletter
Wall St. Down Under
Issue #10 | Sunday, 12 July 2026
market-moves
Tech Volatility, an Oil Shock, and a Record Memory Deal | Week Ending 11 July 2026
Iran’s Hormuz strike jolted oil markets, Samsung rattled chip stocks, and SK Hynix pulled off the biggest foreign ADR sale in US history — all while the S&P 500 quietly closed the week higher.
Letter from the Editor: Navigating the Archive — Timeliness, Timeless Insights, and How to Read Past Issues
Dear Readers, One of the quiet strengths of a high-quality investment newsletter is the growing archive it creates. At Wall St. Down Under we are now two months into publication, with a fast-expanding library of weekly Market Moves commentaries, deep-dive company analyses, Currency Watch instalments, FY2027 Playbook