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This week's Signals & Noise is live. The theme: you do not need to predict the fire to survive it, you need insurance. We break down how to build a portfolio that is not fragile, ideally one that is robust or even anti-fragile, so a market fall holds no fear. It is the frame we are carrying into a genuinely uncertain stretch.
Premium members also got the Cotality table showing national dwelling values falling again in July, with Sydney down 4% on the quarter, and the Brisbane listings chart going near vertical as investors head for the exits. Plus the geopolitics: the US and Japan stepping into the currency business with a coordinated yen intervention, and the barrier being built around China.
This week's podcast and the full show notes are there too.
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Steve, Tom & Jacob The TMM Team
This email is for informational purposes only and does not constitute financial advice. Total Money Management | AFSL 568642
The Signals & Noise Newsletter
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