Independent financial education newsletter for Australians investing in US markets. Weekly insights on stocks, ETFs, currency, and tax — every Sunday.
market-moves
The Dow closed at an all-time record of 52,900. The Nasdaq fell. Same jobs report, same trading day. Here is what the market’s split personality this week tells you about where money is actually moving — and what it sets up for the weeks ahead.
investing-101
Most investors spend their time asking “what should I buy?” The better question is “why will this business still be winning in 10 years?” That’s the moat question — and it changes everything about how you invest.
stock-spotlight
Visa isn’t a bank. It takes zero credit risk, earns on every transaction — boom or bust — and sits at the centre of every tap, swipe, and online checkout on earth. Here’s how the machine actually works.
newsletter
Issue #8 | Sunday, 28 June 2026
market-moves
Oracle just had its worst week since the 2001 dot-com bust. Chip stocks got hammered. But software surged. This week delivered one of the sharpest stress tests yet of the AI infrastructure thesis: not all AI exposure is equal — and the market just voted, loudly.
tax-corner
NVDA, META, MSFT are all up this year — and so is your tax bill. Five EOFY moves built specifically for Aussies in US markets, including a hidden currency gain in your cost base almost nobody checks. Here’s how to use the next five days.
playbook-series
Most EOFY content tells you what the rules are. We tell you which rules to care about most — and in what order. The complete execution manual for Australian investors before and after 30 June.
stock-spotlight
Meta’s CTO says morale is near the worst in 20 years. The stock is down 12% YTD. And yet the financials tell a different story — one of a deeply undervalued hyperscaler hiding in plain sight.
newsletter
Issue #7 | Sunday, 21 June 2026
market-moves
Kevin Warsh held rates in his first FOMC meeting amid an initial market dip then Thursday rebound. Japan raised rates to a 31-year high. Intel surged on foundry momentum as semis hit records. Here’s what it all means for Aussie investors in US stocks.
investing-101
Most retail investors spend 90% of their time picking stocks and 10% thinking about sizing. That ratio should be flipped. Here’s how position sizing actually works — including the currency risk most Aussie investors in US markets never even think to check.
stock-spotlight
MSFT is down 19% year-to-date at $390.74 (approximately A$554.60) — a rare discount on a business printing 39% profit margins and committing $80B in annual AI CapEx. Value entry or structural headwind? We break it down.