newsletter
Wall St. Down Under
Issue #4 | Sunday, 31 May 2026
Latest
market-moves
War, Records, and a Week That Had Everything: Wall Street’s Wild Ride | Week Ending 30 May 2026
US markets hit their 22nd all-time high of 2026 this week, powered by blowout earnings and Iran ceasefire hopes — even as oil stayed elevated and inflation refused to budge. Here’s what Aussie investors need to know.
investing-101
Super-Charged Returns: How to Get US Market Exposure Through Your Australian Superannuation
Your super isn’t limited to ASX blue chips. Here’s how investors can gain tax-effective exposure to US equities through SMSFs, while understanding the risks, responsibilities, and compliance obligations involved.
stock-spotlight
TSLA Deep Dive: What Retail Investors See That Institutions Still Won’t Price
The Tesla bull case has never been about cars. Institutions know this — and they’re still not pricing it in. Here’s a clear-eyed look at the five theses, the real risks, and why retail conviction might actually be ahead of the smart money.
newsletter
Wall St. Down Under
Issue #3 | Sunday, 24 May 2026
market-moves
Markets at a Crossroads: Budget Bombshell, Bond Complexity, and the Tesla Story Nobody’s Pricing In | Week Ending 23 May 2026
An oil-shocked global economy, an Australian budget that quietly rewrites the rules for every long-term investor, and a Tesla production milestone that markets are still refusing to price in. Here’s what actually matters this week for Aussie investors.
tax-corner
Franking Credits vs Unfranked US Income: What Australian Investors in US Markets Need to Know
Franking credits are one of Australia's most generous tax perks — but they don't travel. If you're investing in US markets, your income is taxed differently. Here's the maths, and what it means for your Aussie portfolio.
stock-spotlight
Stock Spotlight: NVDA — The AI Chip King at the Centre of the US-China Tech War
Jensen Huang flew to Beijing on Air Force One. H200 chip shipments to China haven't happened yet but the market is betting they're imminent. Here's the full picture on the world's most important AI company.
newsletter
Wall St. Down Under
Issue #2 | Sunday, 17 May 2026
market-moves
After Beijing: What the Trump-Xi Summit Disappointment, Warsh’s Fed, and the Oil Shift Mean for Your Aussie Portfolio | Week Ending 16 May 2026
Three macro stories collided this week: a Beijing summit that delivered theatre over substance, a new Fed Chair who might not be Trump's rubber stamp, and a US energy shift reshaping global oil. Here's what it means for your Aussie portfolio.
stock-spotlight
Stock Spotlight: AMZN — The Tariff Truce’s Quiet Beneficiary
This time last year AMZN didn't make the tariff truce headlines. Apple and Nvidia did. That's the opportunity. Here's why Amazon may be the biggest structural winner from US–China de-escalation — across three business lines at once.
investing-101
How to Read a Fed Decision (Without Falling Asleep)
The Fed just held rates — again. But do you actually know what that means for your money? Here's how to decode a Fed decision in plain English, and what Aussie investors should (and shouldn't) do about it.