QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

Dead Cat or Dead Cert? Navigating the March Sell-Off – QAV AU #914

Dead Cat or Dead Cert? Navigating the March Sell-Off – QAV AU #914

Apr 8, 2026 | , , ,

Every­thing fell off a cliff in March, and this week we spend a good chunk of the episode try­ing to fig­ure out which stocks have gen­uine­ly reestab­lished sen­ti­ment ver­sus which are just dead cat bounces. Plus we talk about ASIC want­i­ng more jail time for insid­er trad­ing, using Stock­o­pe­dia for buy­back met­rics, PNR’s hid­den annu­al report, Per­en­ti (PRN) CEO change, CGF (Chal­lenger Finan­cial) sell line check, and Tony does a Pulled Pork on Tow­er Lim­it­ed (TWR). After hours: horse rac­ing, Jeff Beck, Joni Mitchell, a Que­bec duo who speak in made-up space lan­guage, and Cameron built his own AI-pow­ered ebook read­er app.

QAV Light Weekly Update — 06 April 2026

QAV Light Weekly Update — 06 April 2026

Apr 6, 2026 | , ,

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. As it’s a pub­lic hol­i­day the mar­ket won’t be open today. Mar­ket This Week (All Ordi­nar­ies) Despite all of the con­cerns about oil and Hor­muz and Trump’s con­tin­u­al threats (and swear­ing, that’s a…

Drilling for Dollars: BRK, the Strait of Hormuz, and America’s $41 Trillion Hole — QAV AU 913

Drilling for Dollars: BRK, the Strait of Hormuz, and America’s $41 Trillion Hole — QAV AU 913

Apr 1, 2026 | , , ,

Aus­tralian con­sumer con­fi­dence hits a 53-year low, the US Trea­sury’s own bal­ance sheet reveal­ing effec­tive insol­ven­cy (lia­bil­i­ties near­ly eight times assets), and the Iran war clos­ing the Strait of Hor­muz and send­ing alu­minum prices surg­ing 6%. A lis­ten­er ques­tion from Dar­ryl about buy­back scor­ing. Tony deliv­ers the episode’s Pulled Pork on **Brook­side Ener­gy (BRK)**, an ASX-list­ed, Okla­homa-based shale oil pro­duc­er drilling in the Anadarko Basin. After hours cov­ers Tony’s Chat­G­PT-pow­ered horse rac­ing scraper break­through, Cameron’s Nick Cave obses­sion, Apple TV’s *Friends & Neigh­bors*, and a rec­om­men­da­tion for Seth Rogen’s time-trav­el com­e­dy *Future Man*.

QAV Light Weekly Update — 30 March 2026

QAV Light Weekly Update — 30 March 2026

Mar 30, 2026 | , ,

Hap­py Mon­day, Light Brigade! And a big wel­come to all of our new mem­bers. Mar­ket This Week (All Ordi­nar­ies) The All Ordi­nar­ies con­tin­ued to hum and haw last week, fin­ish­ing up a lit­tle after a big dip ear­ly on, but then retreat­ed again this morn­ing, as the world…

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