QAV 539 — Coked Up

Liz Truss is a genius ; COAL — if ther­mal is a buy, and cok­ing is a Josephine, how do we treat YAL; I screwed up with SMR today; Port­fo­lio updates; RBA increas­ing rates today; David Gottes­man, War­ren Buf­fett Part­ner, Dies; The mar­ket PE ratio is falling; Reces­sion in my mind, is almost cer­tain; All ords down 7.13% on a 1 year basis. but the Small ords is down 22.24%; Pulled Pork on: BFG; the Invest­ment Clock; how to deter­mine if there has been a recent pos­i­tive upturn; why does TK think “Cap­i­tal Goods” com­pa­nies are start­ing to show up in droves on our list; the the­o­ry of “3PTL Sells” and div­i­dends.