The thinking behind
the portfolios.
Go deeper than the free newsletter. Get the ETF positioning updates, macro valuation data, monthly research reports, and the analysis behind how the TMM team is building portfolios right now.
- Monthly live coaching calls with Steve, Tom and Jacob
- Steve's Stock Thoughts, weekly deep dives into companies, sectors and trends
- Extended S&N editions with deeper analysis and positioning
- Macro insights and sector scorecards updated regularly
- Mini-courses and quick guides in the members portal
- 2+ years of recorded coaching calls to see what worked and why
- Priority Q&A in the community and podcast
- Diversification insights, risk notes, and action points
Not just content. A system for thinking.
Premium isn't more noise. It's the structured thinking, live analysis, and ongoing education that separates serious investors from everyone else.
Monthly Live Coaching
Join Steve, Tom and Jacob live every month. Ask questions, hear how they're reading markets, and sharpen your own decision-making in real time.
Steve's Stock Thoughts
A weekly deep dive into the markets' most interesting companies, sectors, and trends. Not tips. Thinking frameworks applied to real opportunities.
Extended S&N Editions
Longer, deeper editions of the weekly newsletter with ETF positioning updates and the analysis behind how the team is actually building portfolios.
Macro & Sector Scorecards
Regularly updated macro valuation data, CAPE analysis, and sector-level scorecards so you can see where opportunity and risk sit globally.
Mini-Courses & Guides
Hours of structured education in the members portal covering ETFs, portfolio construction, risk management, and behavioural discipline.
2+ Years of Coaching Archive
Every past coaching call recorded and searchable. See how the team navigated COVID, rate hikes, sector rotations, and everything in between.
Same team. Deeper access.
The free newsletter gives you our weekly perspective. Premium gives you the thinking, the data, and the live coaching behind it.
Signals & Noise
- Weekly newsletter with market insights
- Signals & Noise podcast access
- TMM community membership
- First look at new frameworks
Signals & Noise Premium
- Everything in Free, plus:
- Monthly live coaching with Steve, Tom & Jacob
- Steve's Stock Thoughts weekly deep dives
- ETF positioning & portfolio insights
- Macro valuation data & CAPE analysis
- Mini-courses & quick guides portal
- 2+ years coaching call archive
- Priority Q&A in community & podcast
“For less than the price of a coffee a day, you get direct access to the thinking behind real portfolio decisions. That's rare.”The TMM Team
Premium is built for investors who want more than headlines.
You read the free newsletter and want more depth
You value the TMM perspective and want the extended analysis, positioning data, and live access that sits behind it.
You want to understand what drives returns
Not tips or predictions. Frameworks, valuation data, and the structured thinking serious investors use to make decisions.
You want to learn from real portfolio decisions
Over 100 recorded coaching calls showing exactly how the team navigated real market conditions, in real time.
You value ongoing education, not one-off advice
A weekly rhythm of structured thinking that compounds your investment knowledge alongside your portfolio.
Premium is probably not for you if
- You're looking for stock tips or "what to buy" alerts
- You want someone to manage your money for you
- You're not willing to invest time in learning frameworks
Less than a coffee a day.
More than most courses deliver.
Weekly deep dives, monthly live coaching, and the structured thinking behind real portfolio decisions.
