QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV Weekly Update 2023-06-27

Jun 27, 2023 |

Hel­lo QAVvers It’s anoth­er Tues­day. As we pre­dict­ed on last week’s show, the AORD act­ed like a tod­dler with an ice cream cone: one minute it’s all smiles, enjoy­ing the sweet taste of suc­cess, and the next, it’s face down on the ground, melt­ing into a pud­dle of regret.…

QAV Light Weekly Update #72

Jun 26, 2023 | ,

Hel­lo QAV Light Brigade It’s Mon­day and this is my week­ly report. Wel­come to all of our new sub­scribers!  The AORD slipped again last week, wip­ing out a mon­th’s worth of growth. It’s frus­trat­ing but we just keep fol­low­ing our rules.  And our rules tell us that there’s…

QAV #625 — A Good Week!

QAV #625 — A Good Week!

Jun 20, 2023 | , ,

On this week’s episode: Tin is a buy, which makes MLX (the sub­ject of Tony’s pulled pork) a buy. BRK is just an oil play as far as we can tell, but Crude Oil just became a sell. We clar­i­fy Steve Mabb’s thoughts on using Betashares Aus­tralian High Inter­est Cash ETF (AAA) to park our cash and agree it’s worth a try. Arti­fi­cial intel­li­gence pow­ers US shares into a bull mar­ket, but will it help the AORD? Tony con­tin­ues to crit­i­cise the RBA’s use of inter­est rates. If DBI is a “bond proxy” should it be on our buy list? C6C dropped by 18% yes­ter­day — we don’t know why, but dis­cuss whether or not there are any Rule 1 fudges.

QAV Weekly Update 2023-06-20

Jun 20, 2023 |

Hel­lo QAVvers It’s anoth­er Tues­day. The AORD has had a good week, despite sug­ges­tions we are head­ed for more inter­est rate ris­es in com­ing months. And Iron Ore, our old friend, became a buy again yes­ter­day!   Let’s have a look at the port­fo­lio. QAV PORTFOLIO REPORT…

QAV Light Weekly Update #71

Jun 19, 2023 | ,

Hel­lo QAV Light Brigade It’s Mon­day and this is my week­ly report. Wel­come to all of our new sub­scribers!  Well the AORD had a great week and there’s a few excit­ing oppor­tu­ni­ties on our buy list this week! Let’s get rid of some of that cash we’ve been sit­ting on while…

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