This is “the white-knuck­le part of the cycle”. Port­fo­lio update. Iron ore and gold charts. Stock­his­to­ry v Stock Doc­tor prices. GMA and mort­gage issuances. The milk stool legs. RBA and infla­tion. Small rods is WAY down. Wash-sell­ing. PE con­trac­tion. Pulled pork on WDS. Bench­ing Michael Jor­dan. UPST. Lots of Rule 1 ques­tions. Buy­ing a “won­der­ful com­pa­ny at a fair price” and ignor­ing sen­ti­ment.

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Flying Under the Radar: Alex Passmore, CEO, NMG — QAV AU #932

  Episode Overview This week we sit down with Alex Pass­more, CEO of New Murchi­son Gold (NMG), the only stock that made our buy list this week. Alex walks us through the Crown Prince open pit oper­a­tion near Meekathar­ra, why NMG’s all-in sus­tain­ing costs look high…

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