Profiting from Chaos – QAV America 46
On this episode we dig into a week of market chaos, with our main US portfolio down 12% over 30 days but still up a healthy 83% since inception in September 2023 versus the S&P’s 42%. Then we get into a few stories, the US government insolvency (liabilities nearly 8x assets), the mysterious $500 million oil futures trade placed 15 minutes before Trump’s Iran announcement, and the aluminum supply chain crisis triggered by Iranian strikes on Middle East smelters. Then Cameron does a Pulled Pork deep dive on Pitney Bowes (PBI) — the century-old postage meter pioneer turned digital shipping play. After Hours wraps things up with Tony’s ChatGPT horse-racing automation breakthrough, Cameron’s AI-powered one-click podcast publishing workflow, and recommendations for Apple TV’s *Your Friends & Neighbors*, Seth Rogen’s *Future Man*, and Flea’s new jazz album featuring Nick Cave.
QAV Value Investing Buy List 2026-03-31
This section is for QAV Club Members only. Register for your 14-day free QAV Club trial here. If you're already a QAV Club member and seeing this message, please login via the top menu. If you're a QAV Light member who wants to upgrade to QAV Club, go to your Account...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*.