Become a Better Investor Newsletter – 12 October 2024
Lost decades are common. Blackrock–the new BTC maxi. US creates more gov’t jobs. China sees record drop. Peak obesity in the US.
Read MoreSetting the Challenge: Path for Improvement (Part 2)
In this episode, John Dues and Andrew Stotz discuss the first part of John’s path for improvement model – setting the challenge. Using an example from United Schools Network, John explains their aspirations for cutting chronic absenteeism rates.
Read MoreGoertek – World Class Benchmarking
Goertek Incorporated (002241 SZ): Profitable Growth rank of 1 was up compared to the prior period’s 9th rank. This is World Class performance compared to 630 large Info Tech companies worldwide.
Read MoreAGL Energy – World Class Benchmarking
AGL Energy Limited (AGL AU): Profitable Growth rank of 3 was up compared to the prior period’s 10th rank. This is above average performance compared to 290 large Utilities companies worldwide.
Read MorePakuwon Jati – World Class Benchmarking
PT Pakuwon Jati Tbk (PWON IJ): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 290 medium Real Estate companies worldwide.
Read MoreA. Stotz All Weather Strategies – September 2024
China saw a massive rebound, and Gold did well. Performance review of our strategies in September 2024 – All Weather Inflation Guard fell 0.1%, All Weather Strategy was gained 1.6%, All Weather Alpha Focus fell 0.4%.
Read MoreBecome a Better Investor Newsletter – 5 October 2024
The Chinese stimulus rally. Money supply on the rise again. S&P 500’s dividend yield at 1.3%. Gold trades at extremes. Germans keep money in the bank.
Read MoreEnrich Your Future 15: Individual Stocks Are Riskier Than You Believe
In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry’s new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 15: Individual Stocks Are Riskier Than Investors Believe.
Read MorePay Attention to the Choices: Misunderstanding Quality (Part 4)
Continuing their discussion from part 3 of this series, Bill Bellows and Andrew Stotz talk more about acceptability versus desirability. In this episode, the discussion focuses on how you might choose between the two.
Read MoreTaiwan Was the Best Performer in Asia in 9M24
Asian markets were up in 9M24 except for Indonesia and Korea. Taiwan was the strongest performer in USD and local terms.
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