QAV America Light Update — 06 April 2026

Happy Monday, QAV America. And welcome to all of our new members. Market This Week (S&P 500) Despite all of the concerns about oil and Hormuz, the S&P 500 had a decent run, up about 1.6% over the five days. Started the week around 6,400, took a bit of a dive...

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...