On this week’s show:
Retail traders are suffering from fatigue; Lithium and tech stocks crashing; AI means the cost of intelligence will plummet.
Club edition also includes: Why TK keeps his mortgage facility open; Pulled pork on FND.
Market and portfolio updates, Brent’s secret QAV tweaks which delivered his terrific results, and GNC vs Wheat.
In the Club episode, Pulled pork on Brambles (BXB), STOCKOPEDIA NAPS, the “Curse of Knowledge”, more discussion on Average True Range.
TK’s back to talk about: “Santa Claus” rallies, a Pulled pork on Resimac RMC, and using an ATR stop loss.
In our club episode, we’re also talking about how to score N/A on Health Stable or Increasing, and What I Learned About Investing from Darwin by Pulak Prasad, WHC & Thermal Coal, Skill Compensation, Dogs of the Dow, and the proposed Woodside/Santos merger.
On our first show of 2024, I’m covering how the market and our portfolio ended 2023, adding GEM back to a portfolio, TK has a pulled pork on COF, and I talk to ChatGPT about the role the USD being the world’s reserve currency plays in the strength of the US economy.
On our last episode for 2023, I’m flying solo, but I do have a pre-recorded pulled pork from TK on ERD, and I’m also talking about the sudden falls last week by CLX, MTO, and ASG, as well as the first of Morgan Housel’s “100 LITTLE IDEAS”.
Only in the Club edition: I asked ChatGPT to pick out a couple of highlights from our 2023 podcasts for the recap.
On this episode: The AORD is having a good Xmas (so far), STW and AFI above their buy lines, our portfolios are doing well, pulled pork on CXO (Core Lithium)
Club: new Commodity Status history feature, PRN poll, FPR net operating cf, CCP on a tear, talking about REITs, pulled pork on CXO (Core Lithium) and why BFG is having a run.