QAV America Light Update #15
Happy Monday, QAV America. And welcome to all of our new members. Market This Week (S&P 500) The S&P 500 declined 1.67% over the five-day period, closing at 6,368.85 points on March 27th. Trump’s adventures in Iran are wreaking havoc on the global...We Press the Button on KODK – QAV America #45
In Episode 45 of QAV America, recorded on March 24, 2026, Cameron and Tony open with a geopolitical check-in on the ongoing US-Iran conflict and its impact on oil prices and market volatility, before diving into portfolio performance updates on the QAV dummy portfolio. The main segment is Cameron’s deep-dive on Eastman Kodak (KODK) — a fascinating turnaround story covering the company’s reinvention from film giant to chemical manufacturer, pharmaceutical ingredient producer, and unlikely streetwear licensor in South Korea, complete with a Trump-era insider trading scandal and a billion-dollar pension reversion windfall. In After Hours, Tony recommends juggler-comedian Michael Rayner (“The Broken Juggler”) and the James Carville/Mary Matalin book *All’s Fair*, while Cameron evangelises for Jackie Chan’s *Police Story*, David Lynch’s obscure 1993 HBO miniseries *Hotel Room*, the 1944 film *Gaslight*, and the upcoming Martin McDonagh film *Wild Horse Nine*.