QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV 544 — Follow The Recipe

QAV 544 — Follow The Recipe

Nov 9, 2022 | , ,

The Dis­mal Sci­ence; gold is a buy; port­fo­lio is killing it (too good?); what to do if your per­for­mance sucks; ‘loss-aver­­sion’ bias; NHC buy back; CRN ends talks with Peabody; New month, new alerts; Pulled Pork — DBI; what to do when there’s a big gap between Buy­ers and Sell­ers; Rule#1 Clar­i­fi­ca­tion; update from Denis in Kyiv.

QAV Club Update 2022-11-08

Nov 8, 2022 |

Hel­lo QAVvers It’s Tues­day again and time for my week­ly update. The AORD is plum­met­ed last Wednes­day, but has been recov­er­ing pret­ty steadi­ly since then. We’ll see what hap­pens after the US mid-terms this week.  Let’s have a look at the port­fo­lio and what we have to…

QAV Light Update #39

Nov 7, 2022 | ,

Hel­lo QAV Light Brigade It’s anoth­er Mon­day.  It’s been anoth­er chop­py week for the AORD. Look that drop on the 3rd! It’s real­ly been one step for­ward, three steps back­wards of late. Let’s have a look at how our port­fo­lios are doing and what we have to buy this…

QAV 543 — The Mounting Yard

QAV 543 — The Mounting Yard

Nov 3, 2022 | , ,

Port­fo­lio bench­mark­ing, RBA inter­est rate rise, Ther­mal Coal sell line, JHG div­i­dend, what to do when you R1 a stock that’s on top of the buy list (IMA), Wheat price on the rise, new Berk­shire book, SUL trad­ing update, WHC — MOAB Away, The FAANG index, Oil and Cop­per are a buy, what about Alu­mini­um, MQG Results are in, Pulled Pork GNG, DRP vs DSSP

QAV UPDATE 2022-11-01

Nov 1, 2022 |

It’s Tues­day again and time for my week­ly update.
The AORD is feel­ing a lit­tle spunky over the last cou­ple of days. We’ll see how today’s rate rise by the RBA (they’ve increased the offi­cial inter­est rate by 0.25 per­cent­age points) affects things tomor­row.

QAV Club Update 2022-11-01

Nov 1, 2022 | ,

Hel­lo QAVvers It’s Tues­day again and time for my week­ly update. The AORD is feel­ing a lit­tle spunky over the last cou­ple of days. We’ll see how today’s rate rise by the RBA (they’ve increased the offi­cial inter­est rate by 0.25 per­cent­age points) affects things…

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