Only Japan was up; our bond allocations did well. Performance review of our strategies in August 2023 – All Weather Inflation Guard was down 0.2%, All Weather Strategy was down 1.8%, All Weather Alpha Focus was down 1.8%. Global outlook that guides our asset allocation. New weights of our strategies.
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Airports of Thailand Public Company Limited (AOT TB): Profitable Growth rank of 10 was same compared to the prior period’s 10th rank. This is poor performance compared to 1,460 large Industrials companies worldwide.
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Housing is quite affordable in the US. US gov’t spending continues. China is no longer no.1 in US imports. China has cut UST holdings by 35%. Brazil is back.
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If something is “good” is that good enough? Who decides? In this episode, Bill and Andrew discuss how people define “good,” what interchangeability has to do with morale, and the problem with a “merit-based” culture. Bonus: Learn how Americans became the first to use the French idea of interchangeable parts in manufacturing.
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Beijing Tiantan Biological Products Corporation Limited (600161 SH): Profitable Growth rank of 3 was up compared to the prior period’s 5th rank. This is above average performance compared to 380 large Health Care companies worldwide.
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MIXI Incorporated (2121 JP): Profitable Growth rank of 5 was down compared to the prior period’s 4th rank. This is average performance compared to 250 large Comm. Serv. companies worldwide.
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Bumrungrad Hospital Public Company Limited (BH TB): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 410 medium Health Care companies worldwide.
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In August 2023, we published 9 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
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There’ll be no US recession. CRE is not doing well. Credit card delinquency at 30-year high. China’s private debt may have peaked. Chinese gov’t stimulates stock trading.
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Information is data: it’s the what, when, where, and who of something. Knowledge requires looking at the bigger picture and asking why. So how do we go from having information to having knowledge? Bill and Andrew talk about tools, techniques, concepts, and strategies.
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