Recent headlines, sparked by the Financial Times’ February 2026 article, How Thailand Became the ‘Sick Man’ of Asia, raise concerns about Thailand’s economic health. The article points to economic growth stuck near 2%, household debt around 87% of GDP (Bank of Thailand, Q3 2025), and an aging population, with more than 20% of the population aged 60 or older.
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Gold and Emerging Markets ex China outperformed. Performance review of our strategies in January 2026 – All Weather Inflation Guard gained 2.8%, All Weather Strategy gained 8.1%, All Weather Alpha Focus gained 7.1%.
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US becomes more active in Africa. The US bond market’s historical drawdown. US bonds yield negative for foreigners. The American grid can’t support data center buildout. AI agents to eat SaaS.
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Travis Timmons shares with host Andrew Stotz how a decade of frustration running his physical therapy practice turned into joy once he discovered Deming’s philosophy and embraced systems thinking.
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S&P Syndicate Public Company Limited (SNP TB): Profitable Growth rank of 3 was down compared to the prior period’s 2nd rank. This is above average performance compared to 850 medium Cons. Disc. companies worldwide.
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Readyplanet Public Company Limited (READY TB): Profitable Growth rank of 3 was down compared to the prior period’s 2nd rank. This is above average performance compared to 270 small Comm. Serv. companies worldwide.
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AI Energy Public Company Limited (AIE TB): Profitable Growth rank of 3 was down compared to the prior period’s 2nd rank. This is above average performance compared to 170 medium Energy companies worldwide.
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In January 2026, we published 2 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
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Gold hits new ATH. Gold beats stock. China is gaining strength in Latin America. Xi’s purge of the military. Europeans own >US$10trn US stocks.
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ATP30 Public Company Limited (ATP30 TB): Profitable Growth rank of 4 was same compared to the prior period’s 4th rank. This is above average performance compared to 860 small Industrials companies worldwide.
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