newsletter
Wall St. Down Under
Issue #11 | Sunday, 19 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
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
currency-watch
What Actually Moves the AUD? The Four Forces Every Aussie Investor in US Markets Needs to Understand
The AUD doesn’t move randomly. It responds to four identifiable forces — and once you understand them, every macro headline starts to make sense.
stock-spotlight
Special Edition: The SPCX–TSLA Megamerger — Five Theories, One Empire, and What It Means for Aussie Investors
The empire is already integrated in everything but name. No signed deal, no SEC filing — but 52% odds on Kalshi, 80% from Wedbush, and a SpaceX IPO that just made the maths dramatically cheaper. Here’s every theory on the table.
stock-spotlight
The Business Behind the Brand (Part 2): McDonald’s (NYSE: MCD) — The World’s Largest Landlord That Sells Burgers on the Side
Most Australians think McDonald’s is a fast food company. It is not. It is one of the largest property owners on earth, with a business model so structurally resilient that the food itself is almost beside the point. Here is what you are actually buying.
newsletter
Wall St. Down Under
Issue #9 | Sunday, 5 July 2026