A. Stotz All Weather Strategies – March 2026
Latin America and Commodities outperformed. Performance review of our strategies in March 2026 – All Weather Inflation Guard fell 0.9%, All Weather Strategy fell 0.9%, All Weather Alpha Focus fell 0.8%.
Read MoreBecome a Better Investor Newsletter – 4 April 2026
Energy is on a tear. The Strait of Hormuz doesn’t just move oil. Foreigners are dumping Asian stocks. Stagflation risk has increased. Foreigners own less US Treasuries.
Read MoreJardine Cycle & Carriage – World Class Benchmarking
Jardine Cycle & Carriage Limited (JCNC SP): Profitable Growth rank of 8 was down compared to the prior period’s 7th rank. This is below average performance compared to 920 large Cons. Disc. companies worldwide.
Read MoreKorea Was the Best Performer in Asia in 1Q26
Korea, Thailand, Taiwan, Hong Kong, and Malaysia were the only markets with a positive return in 1Q26. Korea was the strongest performer in USD and local terms.
Read MoreMy Worst Investment Ever March 2026
In March 2026, we published 1 new episode of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreCetc Potevio Science & Technology – World Class Benchmarking
Cetc Potevio Science & Technology Company Limited (002544 SZ): Profitable Growth rank of 7 was up compared to the prior period’s 8th rank. This is below average performance compared to 730 medium Info Tech companies worldwide.
Read MoreSTP&I – World Class Benchmarking
STP&I Public Company Limited (STPI TB): Profitable Growth rank of 3 was up compared to the prior period’s 6th rank. This is above average performance compared to 380 small Materials companies worldwide.
Read MoreBecome a Better Investor Newsletter – 28 March 2026
Commodity prices can go way higher. Food prices are likely to rise. Saudi Arabia is rerouting its oil. Is gold going to beat the bear?. Green energy deforests the Amazon.
Read MoreSingapore Telecommunications – World Class Benchmarking
Singapore Telecommunications Limited (ST SP): Profitable Growth rank of 3 was same compared to the prior period’s 3rd rank. This is above average performance compared to 240 large Comm. Serv. companies worldwide.
Read MoreAstra Agro Lestari – World Class Benchmarking
PT Astra Agro Lestari Tbk (AALI IJ): Profitable Growth rank of 3 was up compared to the prior period’s 6th rank. This is above average performance compared to 560 large Cons. Staples companies worldwide.
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