On this week’s episode: Tin is a buy, which makes MLX (the subject of Tony’s pulled pork) a buy. BRK is just an oil play as far as we can tell, but Crude Oil just became a sell. We clarify Steve Mabb’s thoughts on using Betashares Australian High Interest Cash ETF (AAA) to park our cash and agree it’s worth a try. Artificial intelligence powers US shares into a bull market, but will it help the AORD? Tony continues to criticise the RBA’s use of interest rates. If DBI is a “bond proxy” should it be on our buy list? C6C dropped by 18% yesterday — we don’t know why, but discuss whether or not there are any Rule 1 fudges.
Related
Dogs of Gold: Inside the West African Mining Gamble: QAV AU #947
Episode Overview This week we do a deep dive on West African Resources (WAF), a gold miner operating in Burkina Faso that reads more like a Forsyth novel than a company report: private road networks through…
The Gas Under Your Feet: Amplitude Energy and the Case for Boring Domestic Supply: QAV AU #946
Episode Overview This week we kick off with a riff on why being part of an investing community matters as much as any checklist, drawing a line from AA meetings to kung fu to keeping your portfolio away from…
0 Comments