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How we assess a single stock, start to finish - Signals and Noise Premium, June 26
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Jun 27, 2026
What the CGT changes actually cost (the maths) - Signals & Noise Premium, June 19
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Jun 19, 2026
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12/06/2026
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Jun 12, 2026
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05/06/2026
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Jun 05, 2026
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29/05/2026
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May 29, 2026
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22/05/2026
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The ships that left the Gulf before the conflict have now arrived. From here, supply shortages become a probability, not a hypothetical. If markets reprice the affected companies, it will happen quickly. Steve frames th...
May 22, 2026
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16/05/2026
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CSL was supposed to be a "set and forget" core holding. Twelve brokers still rate it BUY. The average price target is $195. The stock is at $120. That is the gap between what the experts say and what the market is actua...
May 16, 2026
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08/05/2026
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The biggest threat to your portfolio is not the war, the Fed, or even the CAPE at 31. It is your own unwillingness to update your views when the evidence demands it. This week Steve makes that case directly, then walk...
May 08, 2026
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01/05/2026
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The free market era is over. What comes next will be messier, more political, and harder to price. This week Steve tells the garbage collection story that explains, in plain terms, how government really operates when ...
May 01, 2026
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It was a heavy week. NAB is now preparing for recession. Cochlear collapsed 40.7%. The war drags on with no off-ramp in sight. Asia is fracturing under supply chain pressure. And the federal government is exploring a $10 billion o...
Apr 24, 2026
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It was a heavy week. NAB is now preparing for recession. Cochlear collapsed 40.7%. The war drags on with no off-ramp in sight. Asia is fracturing under supply chain pressure. And the federal government is exploring a $10 billion o...
Apr 24, 2026
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If you want the deeper version of what we're seeing right now, beyond the headlines and surface-level commentary, this is where we unpack it.
In this week's Premium edition, we cover:
The groupthink...
Apr 18, 2026
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