stock-spotlight
Money in Motion (Part 2): Nike (NYSE: NKE) — The Most Debated Brand in Retail Investing
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.
Latest
newsletter
Wall St. Down Under
Issue #15 | Sunday, 16 August 2026
market-moves
The Week Inflation Gave Markets Permission to Breathe | Week Ending 14 August 2026
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
Editorial: Terafab’s Third Wheel — Intel, Washington, and the SpaceX-Only Contracts
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
The FX Fee You’re Not Seeing: How Much Your Broker Is Taking on Every AUD/USD Conversion
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
Money in Motion (Part 1): JPMorgan Chase (NYSE: JPM) — The Bank That Finances Everything
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
Wall St. Down Under
Issue #14 | Sunday, 9 August 2026
market-moves
New Record Highs and the AI Profit Machine: What This Week Told Us About the Market’s Next Move | Week Ending 7 August 2026
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
Special Edition: SPCX Earnings — The Beat That Didn’t Matter
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.
investing-101
Dividends vs Growth Stocks: Which Is Right for You?
Berkshire Hathaway has never paid a dividend. It’s also one of the greatest wealth-compounding machines in history. That tells you something important about how this choice actually works — and when each approach wins.
stock-spotlight
Special Edition: PLTR — The Widest Spread on Wall Street
Palantir posted a Rule of 40 of 155 — almost unheard of in software. Its own analysts then valued the stock anywhere from $70 to $255. The real story isn’t the ninth straight beat. It’s that nobody agrees what the business is actually worth.
stock-spotlight
The Berkshire Thread (Part 3): Berkshire Hathaway (NYSE: BRK.B) — The World’s Most Famous Investor Just Handed Over the Keys
Buffett is still in the room — just not running the meeting. Greg Abel inherited the most sophisticated capital allocation machine ever built, $397 billion in cash, and a market where nothing looks cheap. This is what Berkshire actually is, and what comes next.