Wall St. Down Under
Issue #18 | Sunday, 6 September 2026
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Wall St. Down Under
Issue #20 | Sunday, 20 September 2026
Hikes, Holds, and Hormuz: What Moved Markets This Week | Week Ending 19 September 2026
Two central banks hiked, a third held while signalling it is close behind, and the oil spike that helped force their hand cracked by Friday. Here is what actually moved markets this week — and why the index-level calm is hiding more than it usually does.
Circle of Competence: How to Invest in What You Actually Know
The biggest risk in your portfolio probably isn’t volatility. It’s not knowing what you actually own. Here is the qualitative filter that catches that before it costs you money — and the test that decides whether a ticker is allowed near your plan at all.
AI Picks and Shovels (Arc 1: Forging the Brain): Advanced Micro Devices (NASDAQ: AMD) — The Challenger
Nvidia designs the brain. This is the only credible merchant-silicon company trying to sell hyperscalers a different one — off the shelf, no co-design contract required. Arc 1 closes with the fight that decides whether “second source” becomes a real category or stays a talking point.