← Back to all posts

Is the property game finally over? Signals and Noise, July 31

Aug 01, 2026
Follow Us!

 

Access Newsletter 

Most investors fail for two reasons. They base risk on their age instead of what markets actually cost today. And they get pulled into daily noise instead of thinking about how time compounds a portfolio.

In this week's free edition:

- This week's podcast, The Property Game Is Over: why two decades of leveraged one way bets on Australian housing look to be finished, free to listen to in full


- The fragile, robust, anti-fragile framework, and why most portfolios are built like coffee cups when they should be built like muscle


- The free investor personality assessment, if you don't already know your own wiring

And a heads up: our new podcast special, The Anti-Fragile Investor, drops Monday. Premium members already have the show notes.

Premium members are also getting the three points of friction moving markets this week, the Oz economy chapter on a refinery decision that quietly ends forty years of hands off government thinking, and the CAPE panel.

Read this week's issue.

P.S. Leave the podcast a review if you're enjoying it. It genuinely helps us grow.

 Access Newsletter

Steve, Tom & Jacob The TMM Team

This email is for informational purposes only and does not constitute financial advice. Total Money Management | AFSL 568642

 

 

Responses

Join the conversation
t("newsletters.loading")
Loading...
Every country is holding a chokepoint right now | Signals and Noise, July 24
  Oil, chips, credit and a property market that keeps rolling over. Thanks to those who let us know that our links we're broken! This one should be working :)  Access Newsletter  This week's Signals & Noise is up, and it is a busy one. Tanker traffic through the Strait of Hormuz has fallen by two thirds since the Iran ceasefire came apart, and shipping insurance costs have jumped sevenfold. At ...
Every country is holding a chokepoint right now | Signals and Noise, July 24
  Oil, chips, credit and a property market that keeps rolling over. Access Newsletter  This week's Signals & Noise is up, and it is a busy one. Tanker traffic through the Strait of Hormuz has fallen by two thirds since the Iran ceasefire came apart, and shipping insurance costs have jumped sevenfold. At home, ASIC has put the private credit sector on notice, a market that has grown from $35 bil...
Most stocks lose money | Signals and Noise, July 17
  Access Newsletter    This week's Signals & Noise is live. The theme: most stocks lose money. A study out of Arizona State tracked every US stock from 1926 to 2025, 29,754 companies, and found that just 1,082 of them created all the net wealth. The median stock actually lost 6.87%. The market has always run on a tiny handful of winners, and that number is shrinking fast. We pair it with six mo...

The Signals & Noise Newsletter

Cut through the noise. Each week, Signals & Noise delivers clear, evidence-based insights to help you think critically about markets, cycles, and risk. Just the signals that matter, backed by data and experience. For free, get key market summaries, visual charts, macro signals, decision-making tools, and a contrarian perspective. Smart, independent thinking sent straight to your inbox in under five minutes a week.

Subscribe for Free

Join a 1500+ strong community of likeminded investors; get our latest content including weekly market updates, portfolio reviews, blogs, and our podcast to your inbox, every Saturday

Not Financial Advice