newsletter
Wall St. Down Under
Issue #6 | Sunday, 14 June 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
SpaceX Lands on Nasdaq: The Week Markets Remembered How to Fly | Week Ending 13 June 2026
SpaceX’s record $1.77T Nasdaq debut dominated the week, with SPCX jumping 19% on day one. Softer inflation data and Iran-related optimism helped markets recover some ground and pushed the VIX lower — but the picture remains mixed. Here’s what actually mattered for investors.
stock-spotlight
Special Edition: SPCX — The Largest IPO in History Just Priced Three Companies as One
SpaceX is going public on Friday at $135 a share and a $1.77 trillion valuation — the biggest IPO ever. The S-1 reveals a profitable rocket company, a wildly profitable satellite business, and an AI division bleeding billions. Here’s what the price actually buys you.
investing-101
How to Read an Earnings Report: A Beginner’s Guide
Headlines only show whether a company beat or missed. The real insights are in the numbers. Here’s a clear, repeatable framework for reading any earnings report, using Alphabet’s Q1 2026 results as the case study — including how to handle one-time gains.
announcements
Announcement: FREE Aussie Investor’s US Market Checklist
Claim Your Free Checklist for Building Wealth Through the US Market
stock-spotlight
AI Hyperscalers Series (Part I): Alphabet (GOOGL) — The Hyperscaler That Earns While It Builds
AI Hyperscalers Series: GOOGL (Part 1), MSFT (Part 2), META (Part 3). Three companies spending $200B+ yearly on AI infrastructure. Does the capex turn into earnings growth — or just fuel Nvidia? Part 1 examines Alphabet’s Cloud momentum, Search economics, and the real cost of building at scale.
newsletter
Wall St. Down Under
Issue #5 | Sunday, 7 June 2026
market-moves
Weekly Roundup: The Jobs Shock That Broke the Rally | Week Ending 6 June 2026
The AI trade looked unstoppable—until May’s jobs report landed. A stronger-than-expected 172K payrolls print flipped rate expectations, hit the Nasdaq, and sent the VIX soaring. What it means and what Aussie investors should watch next.
announcements
Announcement: The Investor Advantage Playbook Series
12 Essential Playbooks for Australians Building Wealth Through the US Market
currency-watch
The Weakening USD Forecast for 2026 — Advanced Hedging Strategies Every Aussie Investor in US Markets Needs Right Now
The AUD/USD sits at 0.7164 as of this writing. The USD is under structural pressure. If you’re holding US equities unhedged, FX drag could silently wipe out years of gains. Here’s how to fight back.
playbook-series
The CGT Reform & Double Taxation Playbook (a.k.a. Portfolio Structure & Tax Foundation Playbook)
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
Stock Spotlight: AAPL — The $4.5 Trillion Question Under New Management
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?