It’s reporting season and Tony is EXCITED. On this week’s show we talk about the cause of CRN’s sudden decline, and analyse two companies – BHP and QAN. We are also adding quite a few additional stocks to our dummy portfolio based on Tony’s private analysis.

Born 1401 as Tommaso di Ser Giovanni di Simone, “Masaccio” (his nickname) was regarded as the first great Italian painter of the Quattrocento period of the Italian Renaissance. According to Vasari, he was the best painter of his generation. The first painter in the Renaissance who really understood linear perspective. He died age only 26, in 1428. “Masaccio,” said Leonardo da Vinci, “showed by perfect works that those who are led by any guide except Nature, the supreme mistress, are consumed in sterile toil.”

Tiberius runs amok. Usury runs rampant. Drusus chews the stuffing.

There’s been lots of talk in the media about Trump’s trade war with China. One aspect about it that I find interesting is that I never see any talk, in this context, about the fact that China is a Communist country – a Communist country that seems to be a major economic threat to the USA, the world’s leading Capitalist country. Didn’t the West win the Cold War? So over the next few episodes we’re going to be trying to understand what’s going on with China’s economy. Are they Communists? Capitalist? Or something different entirely?