Happy Monday, Light Brigade! And a big welcome to all of our new members. As we are now in “Reporting Season”, I’m not going to be buying anything until their reports come out. This is a practice we started in the last couple of years as it became apparent...
Happy Monday, Light Brigade! And a big welcome to all of our new members. Let me talk about something — “lumpiness”. Yes, our returns are “lumpy”. That’s how systemic investing works, folks. Someone emailed me over the weekend saying they weren’t...
Happy Monday, Light Brigade! And a big welcome to our new members. My NBN has been down all morning, which has been happening more and more often since they “upgraded” our node a couple of months ago. So I’m sitting outside on the deck, jacked into my...
Happy Monday, Light Brigade! And a big welcome to all of our new members. I had a fun weekend. Chrissy and I did a two-day Wing Chun seminar with Master Andrew Cheung (his father is Grandmaster William Cheung, student of Ip Man, and the person who...
Happy Monday, Light Brigade! And a big welcome to all of our new members. Well it’s the start of a new financial year. What will happen? Will the AI bubble finally crash? Or will it continue to bubble? Nobody knows. Whatever happens, we just keep...
Happy Monday, Light Brigade! And a big welcome to all of our new members. Well it’s nearly the end of the financial year. Despite the recent market issues, it’s been a corker year for QAV members, and I hope you’ll all share your returns with me next...
