QAV #607 — Dow Theory

Portfolio updates; Market’s had a rough week; Thermal Coal Sell line; CDM shouldn’t be on the buy list; Yields rose as Lowe, traders lunched; RBA raises rates; Seven in potential merger with HT&E; Elon Musk sat with Rupert Murdoch at the Superbowl; Pulled Pork is FBU; U.S. v AUS short-term capital gains; why TK holds FHE; what criteria Tony follows to justify adding to an existing position; Where we are currently in terms of Dow Theory; MEA buyback announcement