QAV S04E32 The Big Rotation
Today Tony is talking a lot about commodity prices and what their decline means for our portfolio. Iron ore, gold, copper and platinum are all in decline. We also talk about the \u201cDogs of QAV\u201d model, SKT, RIO, CBA, DSK, Superhero's performance issues, and explain what a \u201cJosephine\u201d is.