by Cameron Reilly | Nov 23, 2022 | Blog, Investing Podcast, Podcast Episodes
Oil is a sell; Is WDS a sell?; Retrospective investing; Iron Ore Doomscrolling; Portfolio update; Selfwealth update; Pulled Pork S32; Stock Doctor filters fixed; MLX is tin; dividends contributions; share investing vs property investing returns.
by Cameron Reilly | Jun 22, 2022 | Blog, Investing Podcast, Podcast Episodes
This is “the white-knuckle part of the cycle”. Portfolio update. Iron ore and gold charts. Stockhistory v Stock Doctor prices. GMA and mortgage issuances. The milk stool legs. RBA and inflation. Small rods is WAY down. Wash-selling. PE contraction. Pulled pork on WDS. Benching Michael Jordan. UPST. Lots of Rule 1 questions. Buying a “wonderful company at a fair price” and ignoring sentiment.