Independent financial education newsletter for Australians investing in US markets. Weekly insights on stocks, ETFs, currency, and tax — every Sunday.
stock-spotlight
Dell says its AI Factory serves 5,000+ customers. Evercore says just three — CoreWeave, xAI, and IREN — drive ~70% of this year’s AI server revenue. With Q2 earnings due September 3 and the stock at a 25x AI-platform multiple, which number matters could swing DELL double digits.
tax-corner
Your broker charged you a foreign exchange fee you didn’t see. But there’s a bigger hidden cost in buying US shares — and this one shows up at tax time.
announcements
ASX Announcements Trained You For a Different Kind of Disclosure — Here’s the US Version, Decoded
stock-spotlight
Nike’s stock has been cut in half. The reasons are real. The question isn’t whether damage was done — it’s whether the damage is fixable.
newsletter
Issue #15 | Sunday, 16 August 2026
market-moves
Oil spiked, Iran rattled nerves, and for two days it looked like the rally was over. Then the inflation data landed — and the S&P 500 hit a new all-time high.
editorial
Wall Street keeps pointing at the bulldozers in Grimes County as proof Tesla and SpaceX are converging. The public record shows a more complicated picture: a foundry partner partly owned by the federal government, and county contracts that name only one company.
currency-watch
Zero brokerage doesn’t mean free. Every time you convert AUD to USD, your broker takes a cut — and most investors have no idea how much.
stock-spotlight
JPMorgan Chase isn’t just a bank — it’s four distinct businesses under one roof, printing $21.2 billion in profit last quarter. Here’s how the world’s most important financial institution actually works, and what every Australian investor should know before buying it.
newsletter
Issue #14 | Sunday, 9 August 2026
market-moves
The S&P 500 cleared 7,700 for the first time in history this week as Palantir surged 29.5% on earnings that proved AI isn’t a promise anymore — it’s a machine. Here’s what moved markets and what it means for your portfolio.
stock-spotlight
SpaceX beat every number in its first public earnings report and raised guidance. The stock fell anyway. Two days later, up to $116 billion in insider shares unlock. Here’s what’s actually moving the price.