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The RBA has raised the cash rate four times this year, from 3.60% to 4.60%. In September the Board said inflation was st...
20/10/2026

The RBA has raised the cash rate four times this year, from 3.60% to 4.60%. In September the Board said inflation was still too high and oil was keeping energy prices up.

The target is 2 to 3 per cent. The latest reading was 4.0% headline and 3.6% underlying.

Two dates. The CPI lands on Wednesday 28 October at 11:30am. The RBA decides on Tuesday 3 November at 2:30pm.

The number to read first is the trimmed mean. If the headline is high and the trimmed mean is not, the story is energy. If the trimmed mean has started rising, it is a different story.

Follow along for the read on the day.

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General advice only. It does not consider your objectives, financial situation or needs. Investor Signals Pty Ltd, CAR 439411 of Advisor Plus Pty Ltd AFSL 474520.

18/10/2026

If a dividend is coming, why not buy the day before and collect it?

Because of the ex-dividend date. Own the share before it and the dividend is yours. Buy on that date or after and it goes to the seller.

On that morning the price usually opens lower by about the size of the dividend, because the cash is leaving the company.

So you gain a dollar in one pocket and lose about a dollar from the other. A dividend moves value to you. It does not create it.

Share it with whoever needs it.

Free trial: https://www.investorsignals.com.au/free-trial/?utm_source=social&utm_medium=organic&utm_campaign=oct26_is&utm_content=w2_trial

General advice only. It does not consider your objectives, financial situation or needs. Investor Signals Pty Ltd, CAR 439411 of Advisor Plus Pty Ltd AFSL 474520.

The US market trades on about 19 times earnings. That figure is an average of 500 companies.One whole sector, Financials...
16/10/2026

The US market trades on about 19 times earnings. That figure is an average of 500 companies.

One whole sector, Financials, sits at about 14. Others sit well above 19. Individual companies are spread wider again.

So knowing whether the market is cheap tells you very little about whether a particular share is. You do not buy the average. You buy one business at a time.

That is the work we do, company by company. The free trial lets you watch it through reporting season.

Free trial: https://www.investorsignals.com.au/free-trial/?utm_source=social&utm_medium=organic&utm_campaign=oct26_is&utm_content=w2_trial

General advice only. It does not consider your objectives, financial situation or needs. Investor Signals Pty Ltd, CAR 439411 of Advisor Plus Pty Ltd AFSL 474520.

15/10/2026

Last quarter, US share prices rose about 2%. The profits those companies are expected to make rose about 9%.

When profits grow faster than prices, you pay less for each dollar of profit. That is what the price to earnings ratio measures, and for the S&P 500 it fell from about 20 to about 19.

So a market at a record high is not automatically an expensive one. Price is only half of the sum.

Figures are FactSet estimates as at 2 October 2026.

Follow for more like this.

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General advice only. It does not consider your objectives, financial situation or needs. Investor Signals Pty Ltd, CAR 439411 of Advisor Plus Pty Ltd AFSL 474520.

AGM season starts this week. Telstra today, CommBank and Origin tomorrow.You will hear about the two strikes rule. If 25...
13/10/2026

AGM season starts this week. Telstra today, CommBank and Origin tomorrow.

You will hear about the two strikes rule. If 25% or more of shareholders vote against the pay report two years in a row, there is a vote to spill the board.

Here is how that went last year. 33 strikes across the ASX 300. Seven spill votes. All seven failed, and the average support for removing the board was 4.5%.

So it is really a protest vote. A loud one, and it is on the record, but the directors nearly always stay.

If you own shares directly, you get a vote in it too.

Follow for more through AGM season.

Free trial: https://www.investorsignals.com.au/free-trial/?utm_source=social&utm_medium=organic&utm_campaign=oct26_is&utm_content=w2_trial

General advice only. It does not consider your objectives, financial situation or needs. Investor Signals Pty Ltd, CAR 439411 of Advisor Plus Pty Ltd AFSL 474520.

11/10/2026

This one trips up almost everyone early on.

A $10 share isn't cheaper than a $100 share. The price per share tells you nothing by itself.

A company's value is the share price times the number of shares in existence. Two companies can be worth exactly the same with completely different share prices. One simply divided itself into more pieces.

$10 a share with 100 million shares = $1 billion.
$100 a share with 10 million shares = $1 billion.

Same company size. One of them looks ten times cheaper while being worth exactly the same.

Same pizza, cut into eight slices or eighty. More slices, same pizza.

Share it with whoever needs it.

Free trial: https://www.investorsignals.com.au/free-trial/?utm_source=social&utm_medium=organic&utm_campaign=oct26_is&utm_content=w1_trial

General advice only. It does not consider your objectives, financial situation or needs. Investor Signals Pty Ltd, CAR 439411 of Advisor Plus Pty Ltd AFSL 474520.

Earnings season starts Thursday. It is the best fortnight of the year to judge any research process, ours included.Not b...
09/10/2026

Earnings season starts Thursday. It is the best fortnight of the year to judge any research process, ours included.

Not because results are dramatic, but because the volume is. Hundreds of companies report, most of it is noise, and the whole job is working out which bit changes anything.

That's hard to judge from a website. It's easy to judge by watching.

So start the free trial now, before it begins, and watch what a process does when it is busy. Whether commentary separates a real surprise from a lowered bar, and whether what gets said after a result matches what was said before it.

Free trial: https://www.investorsignals.com.au/free-trial/?utm_source=social&utm_medium=organic&utm_campaign=oct26_is&utm_content=w1_trial

General advice only. It does not consider your objectives, financial situation or needs. Investor Signals Pty Ltd, CAR 439411 of Advisor Plus Pty Ltd AFSL 474520.

08/10/2026

A company reports. It beats what analysts expected. The share price falls. It happens constantly.

The analyst forecast isn't the real bar. The bar that matters is what the market already assumed, and that sits higher, because the price moved up beforehand in anticipation.

So by results day the good news is already in the price. You have to beat what's assumed, not what's published.

In September, Zscaler beat its estimates and beat on guidance, and the stock still sank.

So what moves a share price on results day is usually the guidance rather than the result itself.

Most of the market already assumed a good quarter. Very few assumed a raised outlook.

Earnings season starts this week. Follow for the read.

Free trial: https://www.investorsignals.com.au/free-trial/?utm_source=social&utm_medium=organic&utm_campaign=oct26_is&utm_content=w1_trial

Past performance is not a reliable indicator of future returns. General advice only. It does not consider your objectives, financial situation or needs. Investor Signals Pty Ltd, CAR 439411 of Advisor Plus Pty Ltd AFSL 474520.

US earnings season starts Thursday.Normally analysts cut their estimates as a quarter goes on. Companies guide carefully...
06/10/2026

US earnings season starts Thursday.

Normally analysts cut their estimates as a quarter goes on. Companies guide carefully, analysts mark down, and the bar drops until it is easy to clear.

Not this time. Estimates for the quarter rose 1.4% between June and September. And 62% of companies giving guidance gave positive guidance, against a five-year average of 40%.

That is a real sign of confidence. It also means there is no cushion. When the bar is lowered all quarter, a "beat" often just means clearing a lower bar.

Watch the guidance, not the beat.

Want to follow it properly? Free trial: https://www.investorsignals.com.au/free-trial/?utm_source=social&utm_medium=organic&utm_campaign=oct26_is&utm_content=w1_trial

Past performance is not a reliable indicator of future returns. General advice only. It does not consider your objectives, financial situation or needs. Investor Signals Pty Ltd, CAR 439411 of Advisor Plus Pty Ltd AFSL 474520.

Draw the world's listed equity market as a single square. Australia is a block in the corner smaller than the margin of ...
22/09/2026

Draw the world's listed equity market as a single square. Australia is a block in the corner smaller than the margin of this post, under 2% of it.

Now look at where Australian investors actually sit. 58% hold Australian shares. 16% hold anything international. Among SMSF trustees it is 73% local, and the same shape holds.

So the typical portfolio commits well over half its equity exposure to under 2% of the opportunity set, while two thirds of the world index sits in one country most of that room owns none of.

There are good reasons to hold local shares. Franking credits are worth something. Dividends arrive in the currency you spend. Tax reporting is simpler. All legitimate, all worth weighing.

Familiarity is not on that list. It feels like conviction, but it is just proximity, and proximity is not a strategy.

One question for your own holdings: did you choose this weighting, or did it accumulate?

Sources: ASX Australian Investor Study 2023; State Street.

Past performance is not a reliable indicator of future returns. General advice only. It does not consider your objectives, financial situation or needs. AFSL 474520 · investorsignals.com

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