by cjr_qavamerica | Apr 20, 2026 | Blog, Light
Happy Monday, QAV America. And welcome to all of our new members. Market This Week (S&P 500) The Market’s had a solid week, despite all of the uncertainty around the U.S. economy. The optimism is bizarre. But we make hay while the sun shines. All the best,...
by cjr_qavamerica | Apr 19, 2026 | Blog, Weekly Scorecards
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...
by cjr_qavamerica | Apr 16, 2026 | America, Investing Podcast, Podcast Episodes, QAVUS, US Episode
On this episode we dig into Trump’s claim that America doesn’t need the Strait of Hormuz — and why it’s complete nonsense once you look at where US refineries actually get their oil. We also run through the QAV America portfolio, which is up 113% since inception and 30% year-to-date, before Cameron does a deep dive on PagSeguro Digital (PAGS) — a Brazilian FinTech that’s basically PayPal meets Square meets a full digital bank, navigating 14.75% interest rates and 34 million customers in the favelas of Brazil.
by cjr_qavamerica | Apr 13, 2026 | Blog, Light
Happy Monday (Australian time), QAV America. And welcome to all of our new members. Before we get into buys and sells for the week, let’s catch up on the performance of the market and our portfolios. I’m writing this at 10:57 am Monday Australian Eastern...
by cjr_qavamerica | Apr 12, 2026 | Blog, Weekly Scorecards
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...
