Indonesia temporarily bans coal exports; GWR up 80% in 3 weeks; ANZ pulled pork; NTD SPP and Tony’s thoughts on SPPs in general; CBA worth a punt; iron stock update; How often to update sell alerts.

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QAV S05E03 – Frogger

Talking about the current market volatility, and whether or not we should wait it out and go to cash; we discuss recent articles talking about “investing” in tech stocks and crypto; deep dive on RIO; explain how the Bank Bill Swap Rate works; whether or not new investors should wait until the end of reporting season; getting back to the ‘Buy Follows Sell’ rule and how it applies to CBA; possible reasons why KRM has gone up and MQG has gone down; and the challenges in placing orders at market value.

QAV S05E02 – Howard Loses Marks

On this episode we talk about MYR becoming a sell; Tony’s problems with Howard Marks’ latest memo; the new AF sheet; and our stocks of the week, including Tony’s pulled pork on BPT.
In the club episode we answer questions about using West Texas v Brent Crude, using Martin Roth’s Top Stock book, paying attention to announcements during confession season, and what impact interest rate rises might have on QAV in the coming months.

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