QAV #602 — Budgie Smugglers

Munger turns 99, Com­mod­i­ty updates, Port­fo­lio updates, com­mod­i­ty sta­tus on buy list, Pulled Pork on VUK, Brent’s returns, TK’s new year res­o­lu­tions, AMPs sit­u­a­tion re Dexus, FMG exo­dus, buy­ing stocks when their sell line is above the rule 1.

Full tran­script here. 

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