QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV Weekly Update 2023-06-06

Jun 6, 2023 |

Hel­lo QAVvers It’s anoth­er Tues­day. The mar­ket recov­ered yes­ter­day after last week’s pan­ic attacks, but today’s inter­est rate rise took care of that sil­ly non­sense.    Let’s have a look at the port­fo­lio. QAV PORTFOLIO REPORT INCEPTION (02/09/2019) REPORT  The DP…

QAV Light Weekly Update #69

Jun 5, 2023 | ,

Hel­lo QAV Light Brigade It’s Mon­day and this is my week­ly report. Wel­come to all of our new sub­scribers!  The US debt ceil­ing issue wreaked hav­oc on the AORD last week, but now that it’s resolved, the AFR is predic­it­ing a “surge” today. Let’s see what hap­pens. The…

QAV #622 — Debt Ceiling Blues

QAV #622 — Debt Ceiling Blues

May 31, 2023 | , ,

US debt ceil­ing hits the AORD; Doug Tynan uses A Check­list; Bret­ta­la­tor prob­lems; Apol­lo is now THL; Using GPT to find com­pa­nies with a qual­i­fied audit; Port­fo­lio updates; Pulled pork on FPR; a refresh­er on oper­at­ing cash­flow v free cash flow; the cor­re­la­tion between VEA’s share price and crude oil.

QAV 621 Transcript

May 30, 2023 | ,

QAV 621 CLUB Cameron  00:06 Wel­come back to QAV. This is episode 621. We’ve just been talk­ing about sex palaces off air. You missed out on a great con­ver­sa­tion. It’s the 23rd of May 2023 to 2:22pm on the East Coast. Would have been my dad’s sev­en­ty-fourth birth­day…

QAV Weekly Update 2023-05-30

May 30, 2023 |

Hel­lo QAVvers It’s anoth­er Tues­day. The mar­ket recov­ered on Mon­day after last week’s pan­ic attack about the US debt ceil­ing but still end­ed the 7 day peri­od in a neg­a­tive posi­tion.    Let’s have a look at the port­fo­lio. QAV PORTFOLIO REPORT INCEPTION (02/09/2019)…

QAV Light Weekly Update #68

May 29, 2023 | ,

Hel­lo QAV Light Brigade It’s Mon­day and this is my week­ly report. Wel­come to all of our new sub­scribers!  The US debt ceil­ing issue destroyed the AORD late last week. For­tu­nate­ly they seem to have come up with a last-minute deal (as they always do) so the AFR pre­dicts…

Secret Link