QAV #608 — Denial

Mar­ket and port­fo­lio updates; Pulled pork kibosh on FBU; Iron Ore is a buy again, but Andrew For­rest is insane in the mem­brane; Char­lie is 99 and still doing LIVE Q&A for Dai­ly Jour­nal; Guru­fo­cus v Stock Doc­tor data; AMP Results; WHC results; CGF — Annu­ities ben­e­fit­ting from High­er inter­est rates; QBE results; BNPL like­ly to be reg­u­lat­ed as cred­it; Pulled pork RRL; How does TK plan to live off his port­fo­lio; top­ping up when you’ve missed your Rule 1.

QAV #607 — Dow Theory

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

QAV #606 — The FOMO Rally

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 #603 — Lithium Lovers

Updates on com­modi­ties and our port­fo­lios; Collins St Val­ue Fund per­for­mance vs the DP; FMG has 2 finance depar­tures; Mort­gage rate sur­vey now 6.5%; Mag­ic Mil­lions horse sales set­ting new record; QAVvers and fees saved; con­fes­sion sea­son; the lithi­um lovers are alive and kick­ing; using a home loan redraw; Terracom’s (TER) involve­ment in the inves­ti­ga­tion into poten­tial fraud; CRN CEO’s retire­ment; Is TK ful­ly invest­ed? Pulled Pork this week is Sev­en West Media (SWM).

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