Portfolio benchmarking, RBA interest rate rise, Thermal Coal sell line, JHG dividend, what to do when you R1 a stock that’s on top of the buy list (IMA), Wheat price on the rise, new Berkshire book, SUL trading update, WHC — MOAB Away, The FAANG index, Oil and Copper are a buy, what about Aluminium, MQG Results are in, Pulled Pork GNG, DRP vs DSSP
Commodity and portfolio updates, AMP AGM, WHC buyback, NWH Pulled Pork, GOLD ETF, reinvesting dividends, how the AORD works, Tony’s investment spread.
The bipolar Mr Market, commodity updates, PE clarifications in Bible, Qantas upgrade, ATL owned Camplify acquires European base, Howard Marks raising money, Pulled pork on SLH, Tony’s coffee with SOL CEO, why Tony has always been invested in WAM, advice on how to find a financial adviser, what to do if you’re going away for 2 weeks.
Oil, copper and gold commodity movements, SDG bought for the DP, but it’s in rundown, Pulled pork request from Ally: BST, Interest rate changes to Master spreadsheet, dividend payments and sell lines, investment prioritization and risk tolerance, 2% capital loss/risk rule, the TGA share consolidation scenario, what is the main commodity for S32?, the coal sell line, parcel sizing.
Liz Truss is a genius ; COAL — if thermal is a buy, and coking is a Josephine, how do we treat YAL; I screwed up with SMR today; Portfolio updates; RBA increasing rates today; David Gottesman, Warren Buffett Partner, Dies; The market PE ratio is falling; Recession in my mind, is almost certain; All ords down 7.13% on a 1 year basis. but the Small ords is down 22.24%; Pulled Pork on: BFG; the Investment Clock; how to determine if there has been a recent positive upturn; why does TK think “Capital Goods” companies are starting to show up in droves on our list; the theory of “3PTL Sells” and dividends.
Fund performance; Reserve Bank money printing and inflation; Labor and Franked Dividends; Pulled Pork XTE; share market rout; portfolio update; RBA burns $50bn in QE; Viva Energy Buys back Coles Express sites; WHC announces $2bn buy back; Apollo shares jump on Jucy deal; Kudos to ABC News; Doug’s shorting experiment update; back testing around observing major triggers of a general downward trend in the market; the pros and cons of ETFs; ECX continually buying back shares and Rule #1.