QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV Light Weekly Update #83

Sep 11, 2023 | ,

Hel­lo QAV Light Brigade It’s Mon­day and this is my week­ly report. Wel­come to our new sub­scribers! A dis­mal week on the AORD despite the RBA hold­ing rates steady, “dragged down by falls in tech stocks”, accord­ing to this morn­ing’s AFR.     PORTFOLIO REPORTS I…

QAV #636 — Come On Now

QAV #636 — Come On Now

Sep 5, 2023 | , ,

Com­mod­i­ty Updates, WSI crash, Aus­tralia spooks glob­al LNG mar­kets, Buf­fett says he could make 50% return per year, FMG CFO quits, QAN in a bit of a pick­le, Pulled pork on AIZ, are the sins of a for­mer CEO car­ried for­ward, and an update from Tony on the use of RENKO charts.

QAV Weekly Update 2023-09-05

Sep 5, 2023 |

Hel­lo QAVvers It’s anoth­er Tues­day. Thank the laws of physics that Report­ing Sea­son is over! That was kind of crazy. The mar­ket was up last week, but not with­out some casu­al­ties.  Let’s have a look at the portfolio.QAV PORTFOLIO REPORT INCEPTION REPORT  We’re still…

QAV Light Weekly Update #82

Sep 4, 2023 | ,

Hel­lo QAV Light Brigade It’s Mon­day and this is my week­ly report. Wel­come to our new sub­scribers! And hap­py father’s day to all of the fathers, epse­cial­ly to TK who is a father to us all. I’m going to call him “Big Dad­dy” from now on. That should go down well. 🙂 The…

QAV #635 — Sugar Hits

QAV #635 — Sugar Hits

Aug 30, 2023 | , ,

Wheat is a sell; FMG is a red flag; PLS results and crash; AFG results and crash; the cost of tim­ing the mar­ket; great guns; QAN results; Pulled Pork MAH; where the mon­ey goes; beta volatil­i­ty and QAV; US investors who claim their method­ol­o­gy returns 30% — 60% pa.

QAV Weekly Update 2023-08-29

Aug 29, 2023 |

Hel­lo QAVvers It’s anoth­er Tues­day. A bit of a crazy week. Com­pa­nies post­ing great results get­ting pun­ished, etc. Can’t wait for report­ing sea­son to be over!  Let’s have a look at the port­fo­lio. QAV PORTFOLIO REPORT INCEPTION REPORT  We’re still out­per­form­ing the STW…

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