QAV 806 — The Reilly Indicator

by Cameron Reilly | Feb 12, 2025 | Blog, Investing Podcast, Podcast Episodes

In QAV Episode 806, Cameron and Tony cov­er key mar­ket updates, includ­ing Elon Musk’s $97B bid for Ope­nAI, Trump’s steel tar­iffs, and the resur­gence of iron ore as a buy. They ana­lyze port­fo­lio per­for­mance, not­ing that long-held stocks tend to out­per­form, and dis­cuss Nick Scali, Beach Ener­gy, and Sev­en West Media’s earn­ings. Cameron unveils the ‘Reil­ly Indi­ca­tor’, sug­gest­ing that a lack of sell sig­nals could indi­cate an impend­ing mar­ket cor­rec­tion. They revis­it the ‘Crazy Girl­friend Rule’ for stocks that repeat­ed­ly dis­ap­point, explore the impact of COVID lows rolling off charts, and debate when bad news stops being a red flag. The Pulled Pork seg­ment exam­ines Grange Resources (GRR)—a strong per­former but with a loom­ing mine clo­sure. The episode wraps with fun dis­cus­sions on horse rac­ing, Al Paci­no, and flat-pack fur­ni­ture frus­tra­tions.