QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV Maxims

Mar 22, 2023 |

On episode 612, I was talk­ing to Tony about the basic phi­los­o­phy of QAV. I was try­ing to sum­marise what I’ve learned from him over the last four years. I have tried to sum­marise his phi­los­o­phy with the fol­low­ing max­ims. Let me know if you think I’ve missed some­thing.

QAV #612 — The MAXIMS of QAV

QAV #612 — The MAXIMS of QAV

Mar 22, 2023 | , ,

Lots of sell­ing, not much to buy; The MAXIMS of QAV; RMS makes takeover offer yes­ter­day for BRB; Bank Hybrids wiped out in UBS takeover of Cred­it Suisse; Banks and trust; Pulled pork : Ooh Media (OML); update on heavy min­er­al sands prod­ucts; what to do when you have a com­mod­i­ty sell, but the day you’re going to sell it, the price is going up; the size and dan­ger of ETFs; insights on the lithium/battery mar­ket; diver­si­fi­ca­tion with cor­po­rate bonds; South African cor­rup­tion.

QAV Weekly Update 2023-03-21

Mar 21, 2023 |

Hel­lo QAVvers It’s anoth­er Tues­day. The AORD chart for the last week. A bit of a recov­ery today — AFTER I sold my Rule 1 stocks, of course! If you look at a 5 year chart, the mar­ket is basi­cal­ly back to where it was just before Covid. At the time, that was an all-time…

QAV Light Weekly Update #58

Mar 20, 2023 | ,

Hel­lo QAV Light Brigade It’s anoth­er Mon­day and this is my week­ly report. Well… that was a crazy week.  The AORD has now pret­ty much lost all of its growth over the last two years.  I guess it could be work (like it was in June and Sep­tem­ber 2022).  But if his­to­ry…

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