Signals and Noise Premium

Hi Premium Members

This week’s Signals & Noise Premium is now live.

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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 geopolitical backdrop and why markets remain highly sensitive to headline risk

• why valuations still suggest caution, with CAPE remaining historically elevated

• what is happening in the Australian economy, including inflation, rates, wages and unemployment

• Steve’s latest members video on what causes markets to break

• deeper analysis on emerging markets, commodities and critical minerals

• practical investor tools including the Loss Recovery Calculator and Buffett Indicator Calculator.

The page positions Premium as expanded analysis, valuations and portfolio positioning for members, with this week’s edition focused on volatility, elevated valuations, Australia’s inflation picture, and deeper thematic work on emerging markets and critical minerals. It also includes member-only tools and a featured reading recommendation tied to debt and macro risk. 

You can access this week’s Premium edition here:

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