QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV #624 — The Tin Man

QAV #624 — The Tin Man

Jun 14, 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.

Transcript QAV 623

Jun 13, 2023 | ,

QAV 623 CLUB Cameron  00:06 And we’re back. QAV 623. June the sixth, 2:17 pm on the West Coast. No East Coast. Which coast are we on again? Tony  00:17 East Coast. Cameron  00:18 How are you, TK? I knew that. Tony  00:22 Real­ly well. Good, thank you. Cameron  00:23…

QAV Weekly Update 2023-06-13

Jun 13, 2023 |

Hel­lo QAVvers It’s anoth­er Tues­day. Well so much for the rise in the ASX that the AFR pre­dict­ed this morn­ing. But the same arti­cle men­tioned oil was drop­ping. I think it’s now a sell. Tin is a buy though, and I’ve bought some MLX today.    Let’s have a look at…

QAV Light Weekly Update #70

Jun 12, 2023 | ,

Hel­lo QAV Light Brigade It’s Mon­day and this is my week­ly report. Wel­come to all of our new sub­scribers!  Today is appar­ent­ly the “King’s Birth­day” hol­i­day and the mar­ket is closed. Thanks a lot, Mr King. I’m work­ing any­way, so here’s my week­ly update.  Well it was­n’t…

QAV #623 — The RBA Hammer

QAV #623 — The RBA Hammer

Jun 7, 2023 | , ,

While we wait­ed for the RBA to raise rates yet again, TK talks about whether or not rates are the solu­tion; builders going bust; ideas for what to do with our port­fo­lio cash; the res­ig­na­tion of the Myer CEO; will DIY investors stay in the mar­ket; Navexa report­ing issues; CGT posi­tions; a pulled pork on AFG; the buy sta­tus of WDS and HZN; and wait­ing to see what hap­pens with crude oil.

QAV #622 Transcript

Jun 6, 2023 | ,

QAV 622 CLUB Cameron  00:06 Wel­come back to QAV episode 622. We’re record­ing this on Tues­day, the 30th of May 2023 at 2:40pm in the after­noon. We just spent the last forty min­utes most­ly talk­ing about the Suc­ces­sion finale. Tony  00:27 Oh my god, that was so good. It…

Secret Link