QAV S05E24 — White-knuckle

by | Jun 22, 2022 | Blog, Investing Podcast, Podcast Episodes | 0 comments

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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