QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV Weekly Update 2023-01-24

Jan 24, 2023 |

Hel­lo QAVvers It’s anoth­er Tues­day. A big week for the AORD, which most­ly recov­ered after a sharp dip yes­ter­day. I read in the AFR this morn­ing that this is one of the best starts to the year that the AORD has ever had. Anoth­er reminder why TK tells us to ABI (always…

QAV Light Weekly Update #50

Jan 23, 2023 | ,

Hel­lo QAV Light Brigade It’s anoth­er Mon­day and this is my week­ly report. By the way, I think I’ve fixed the caching issue which was pre­vent­ing some peo­ple from see­ing the pro­tect­ed con­tent over the last cou­ple of weeks. If, how­ev­er, you have any prob­lems, please…

QAV #603 — Lithium Lovers

QAV #603 — Lithium Lovers

Jan 18, 2023 | , , ,

Updates on com­modi­ties and our port­fo­lios; Collins St Val­ue Fund per­for­mance vs the DP; FMG has 2 finance depar­tures; Mort­gage rate sur­vey now 6.5%; Mag­ic Mil­lions horse sales set­ting new record; QAVvers and fees saved; con­fes­sion sea­son; the lithi­um lovers are alive and kick­ing; using a home loan redraw; Terracom’s (TER) involve­ment in the inves­ti­ga­tion into poten­tial fraud; CRN CEO’s retire­ment; Is TK ful­ly invest­ed? Pulled Pork this week is Sev­en West Media (SWM).

Transcript #602

Jan 17, 2023 | ,

QAV 602 CLUB Mon, Jan 16, 2023 1:35PM • 1:14:44 Cameron  00:06 Wel­come back to QAV. This is sea­son six, for some rea­son. Year four, sea­son six, episode two, and it’s our first real episode for 2023. Hap­py New Year, TK. Tony  00:25 Hap­py New Year, Cam. Cameron  00:28…

QAV Weekly Update 2023-01-17

Jan 17, 2023 |

Hel­lo QAVvers It’s anoth­er Tues­day. The AORD has been climb­ing the stairs this week, but the AFR pre­dicts today won’t be as strong as it was a pub­lic hol­i­day in the US yes­ter­day. It did dip first thing this morn­ing but has since recov­ered.  Let’s have a look at the…

QAV Light Weekly Update #49

Jan 16, 2023 | ,

Hel­lo QAV Light Brigade It’s anoth­er Mon­day and this is my week­ly report. The AORD was on Via­gra last week, at least in the sec­ond half of the week, and the Fin pre­dicts the run will con­tin­ue today. The prices of cop­per and iron ore appar­ent­ly played a role in the…

QAV Weekly Update 2023-01-10

Jan 10, 2023 |

Hel­lo QAVvers It’s anoth­er Tues­day.  First the good news: TK is back on deck this week, so we’ll be record­ing a reg­u­lar show today!  The AORD over the last week has been pret­ty healthy as well. It’s come back a lit­tle since yes­ter­day, but still nice­ly up from where we…

Secret Link