Stocks continued strong; Developed markets outperformed. Performance review of our strategies in March 2024 – All Weather Inflation Guard gained 1.8%, All Weather Strategy gained 3.6%, All Weather Alpha Focus gained 3.1%.
Read More
China is picking up. New ATHs for gold. US halts SPR refill. S&P 493 picking up on Mag 7. Top talent still moves to the US.
Read More
Did Dr. Deming forbid setting goals? Dive into this discussion about healthy goal setting, learn why your process matters, and the four things you need to understand before you start on goals. This episode is the first in a 4-part series about goal setting.
Read More
Jiangsu Guoxin Corporation Limited (002608 SZ): Profitable Growth rank of 8 was up compared to the prior period’s 10th rank. This is below average performance compared to 1,460 large Industrials companies worldwide.
Read More
PTT Public Company Limited (PTT TB): Profitable Growth rank of 9 was down compared to the prior period’s 8th rank. This is poor performance compared to 320 large Energy companies worldwide.
Read More
Asian markets were up in 1Q24 except for China, Thailand and Hong Kong in local currencies. Taiwan was the strongest performer in USD and local terms.
Read More
In March 2024, we published 7 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read More
Fed has US$1trn in unrealized losses. The 2nd wave of inflation. China is buying gold. Japan’s 34-year drawdown is rookie numbers. Daniel Kahneman has left us.
Read More
“The Cloud” is a metaphor for the top level of corporate authority – the CEO, CFO, CTO and maybe some Vice President positions. And if you’re trying to transform an organization, your ideas need to penetrate the Cloud – but how? In this episode, Bill Bellows and host Andrew Stotz talk about influencing others with the aim of transformation.
Read More
In this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this series, they discuss mistake 30: Do You Fail to Understand the Tyranny of the Efficiency of the Market? And mistake 31: Do You Believe Hedge Fund Managers Deliver Superior Performance?
Read MoreAS SEEN ON:
