QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV Light Weekly Update #76

Jul 24, 2023 | ,

Hel­lo QAV Light Brigade It’s Mon­day and this is my week­ly report. Wel­come to our new sub­scribers!  Despite a nasty dip on Thurs­day, the AORD still fin­ished up for the week. This week the US Fed­er­al Reserve and Euro­pean Cen­tral Bank both hand down inter­est rate…

QAV #629 — Keep On Truckin’

QAV #629 — Keep On Truckin’

Jul 19, 2023 | , ,

Cameron’s pow­ers of pre­dic­tion, FMG’s divorce, Bond pay­outs, what is a RINO, new QAV 3PTL sell alerts, do we get rid of 2BL / JOSEPHINE, Ryan’s analy­sis on 0.1 and ADT lev­els, Pulled Pork on LAU, the HOPE mod­el, BRB / RMS takeover, sell-side vs buy-side ana­lysts.

QAV Weekly Update 2023-07-18

Jul 18, 2023 |

Hel­lo QAVvers It’s anoth­er Tues­day. The AORD had its best week in a few months… … and FMG had a bad day yes­ter­day after the announce­ment of Twig­gy’s sep­a­ra­tion from his wife after the results of the inter­nal inves­ti­ga­tion about his affair. Let’s have a look at the…

QAV Light Weekly Update #75

Jul 17, 2023 | ,

Hel­lo QAV Light Brigade It’s Mon­day and this is my week­ly report. Wel­come to all of our new sub­scribers!  The AORD had its strongest week since late March, par­tial­ly thanks to soft­er US CPI data. Is this a RINO? For what it’s worth, the AFR is pre­dict­ing the mar­ket…

Debt and Intangibles: Scary Monsters or Hidden Treasures?

Jul 14, 2023 |

Invest­ing can be a tricky beast. You’ve got all sorts of num­bers fly­ing around, and then you hear words like ‘debt’ and ‘intan­gi­bles’. Sud­den­ly, alarm bells start ring­ing. But hold on, don’t let these scare you off. It’s all about know­ing how they fit into the big­ger…

QAV Weekly Update 2023-07-11

Jul 11, 2023 |

Hel­lo QAVvers It’s anoth­er Tues­day. Despite the RBA decid­ing to hold rates where they are, the US Fed­er­al Reserve threw a span­ner into our fun times and the mar­ket dropped last week. It recov­ered slight­ly today.  Let’s have a look at the port­fo­lio. QAV PORTFOLIO…

QAV Light Weekly Update #74

Jul 10, 2023 | ,

Hel­lo QAV Light Brigade It’s Mon­day and this is my week­ly report. Wel­come to all of our new sub­scribers!  The AORD rebound­ed again last week and the AFR is pre­dict­ing a good start to this week as well.    SELLS …

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