The Gas That Moves the World: BWLP – QAV America #53

The Gas That Moves the World: BWLP – QAV America #53

This week we do a full deep dive on BWLPG (ticker: BWLP), one of the world’s biggest LPG shippers, and why the Strait of Hormuz closure is sending their spot charter rates into the stratosphere. We also cover the bond market’s grim verdict on Trump’s economic record, oil heading toward $140 a barrel, and the fascinating story of Y.K. Pao, the banking clerk who built the largest privately held shipping fleet in history.

QAV America Light Update — 18 May 2026

QAV America Light Update — 18 May 2026

Happy Monday (Australian time), QAV America. And welcome to all of our new members. Market This Week (S&P 500) Market had a pretty decent week, up about 0.13%, all things considered. All the best, Cameron -------------------PORTFOLIO UPDATE All Time Since...

QAV America Light Update — 13 May 2026

QAV America Light Update — 13 May 2026

Happy Wednesday (Australian time), QAV America. And welcome to all of our new members. A slight delay getting my Light update out this week, because I wasn't convinced about the stock that the system through up on Monday and wanted to run it past Tony, which I did on...

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