QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

Transcript #610

Mar 14, 2023 | ,

QAV 610 CLUB Cameron  00:06 Wel­come back to QAV, episode 610. Sea­son six, episode 10. We’re record­ing on the sev­enth of March 2023. Straight out of the ASA webi­nar, first one we’ve done for a cou­ple of years. How’re you doing, TK? Back in Syd­ney today, I see. Tony …

QAV Weekly Update 2023-03-14

Mar 14, 2023 |

Hel­lo QAVvers It’s anoth­er Tues­day. The AORD chart for the last week speaks for itself. Thanks a lot, Amer­i­ca! Let’s have a look at the port­fo­lio and what we have to buy this week. QAV PORTFOLIO REPORT INCEPTION (02/09/2019) REPORT  You can always check out the live…

QAV Light Weekly Update #57

Mar 13, 2023 | ,

Hel­lo QAV Light Brigade It’s anoth­er Mon­day and this is my week­ly report. Well you’ve no doubt heard about the SVB col­lapse in the USA late last week and it sent the ASX into a tizzy. I’ve heard TK warn­ing for years that when inter­est rates inevitably start­ed to rise…

QAV #610 — Psychopathic Cultures

QAV #610 — Psychopathic Cultures

Mar 8, 2023 | , ,

Anoth­er RBA rate rise; BRI’s under­ly­ing com­mod­i­ty; ASIC sues Mer­cer Super; GNC maps to bushel prices; LAU & IGL made the S&P All Ordi­nar­ies; Ger­ry Har­vey wheels out his old mate­r­i­al; Guy Debelle pops up at Super Fund; Sol­ly Lew creeps anoth­er 3% up the Myer share reg­is­ter; Mort­gage Rate sur­vey sees inter­est rates back to 6.48%; Alex Hay on WHC own­er­ship move­ments; Pulled pork on Duratec (DUR); TK’s exper­i­ments with sell­ing stocks that are no longer on the buy list; TKs view on the neg­a­tive mar­ket reac­tion to both CLX and DDH.

Secret Link