QAV Blog

Invest­ing insights, pod­cast episodes, and mar­ket analy­sis.

QAV #607 — Dow Theory

QAV #607 — Dow Theory

Feb 15, 2023 | , ,

Port­fo­lio updates; Market’s had a rough week; Ther­mal Coal Sell line; CDM shouldn’t be on the buy list; Yields rose as Lowe, traders lunched; RBA rais­es rates; Sev­en in poten­tial merg­er with HT&E; Elon Musk sat with Rupert Mur­doch at the Super­bowl; Pulled Pork is FBU; U.S. v AUS short-term cap­i­tal gains; why TK holds FHE; what cri­te­ria Tony fol­lows to jus­ti­fy adding to an exist­ing posi­tion; Where we are cur­rent­ly in terms of Dow The­o­ry; MEA buy­back announce­ment

Transcript QAV #606

Feb 14, 2023 | ,

QAV 606 CLUB Cameron  00:06 Wel­come back to QAV, TK. This is episode 606. We’re record­ing on Tues­day the sev­enth of Feb­ru­ary 2023. You still have COVID, Tony. Tony  00:22 I do, hope­ful­ly get­ting over it soon. Cameron  00:24 That’s no good. But you…

QAV Weekly Update 2023-02-14

Feb 14, 2023 |

Hel­lo QAVvers It’s anoth­er Tues­day. The RBA’s most recent inter­est rate rise smacked the mar­ket down last week, but it ral­lied this morn­ing. (because “US stocks leaped Mon­day, as investors await­ed infla­tion data due lat­er this week that would feed into their…

QAV Light Weekly Update #53

Feb 13, 2023 | ,

Hel­lo QAV Light Brigade It’s anoth­er Mon­day and this is my week­ly report. Not a good week for the AORD. The RBA lift­ed rates again and there are con­cerns in the US about fur­ther rate ris­es and many com­modites are retreat­ing. As a result we had to replace a few stocks…

QAV #606 — The FOMO Rally

QAV #606 — The FOMO Rally

Feb 8, 2023 | , ,

Port­fo­lio Updates, com­mod­i­ty updates , NCM takeover, WHC coal break­down, RBA to lift rates, the FOMO ral­ly, Pulled Pork on NCK, R1 trig­ger on com­modi­ties, a tighter sell line for MYR, What time of day does TK buy and sell, fudg­ing AMP’s sell line, pen­ny stocks and Rule 1, WDS com­mod­i­ty break­down, and After Hours (which you don’t have to lis­ten to if you don’t want to!).

QAV Weekly Update 2023-02-07

Feb 7, 2023 |

Hel­lo QAVvers It’s anoth­er Tues­day. The AORD fin­ished up again this week, but had a fun­ny pat­tern for most of last week. Up in the morn­ing, down in the after­noons. Maybe it needs a caf­feine boost around the mid­dle of the day. Or a sies­ta. The RBA is poised to lift…

Transcript #605

Feb 7, 2023 | ,

QAV 605 CLUB Record­ed Tues­day 31 Jan, 2023 Cameron  00:06 Wel­come back to QAV, every­body. This is episode 605. We’re record­ing this on the 31st of Jan­u­ary 2023. How are you, TK? Tony  00:16 I’m okay. I’m recov­er­ing. In recov­ery mode. Cameron  00:20 You’re in recov­ery,…

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