Become a Better Investor Newsletter – 20 June 2026
Fed dot plot signals a rate hike in 2026. Record number of central banks plan to buy gold. Tech outperformance surpasses the dot-com era. US gas now a cornerstone of Europe’s energy mix. Korean exports suggest semis still have room to run.
Read MoreWhat Deming Knew That Your Dashboard Doesn’t
Why do more pressure, more meetings, and more accountability so often produce the same outcomes? John Dues and Andrew Stotz explore Deming’s overlooked insight that results are created by systems — not effort alone.
Read MoreHangzhou Hikvision Digital Technology – World Class Benchmarking
Hangzhou Hikvision Digital Technology Company Limited (002415 SZ): Profitable Growth rank of 4 was down compared to the prior period’s 3rd rank. This is above average performance compared to 620 large Info Tech companies worldwide.
Read MoreKangwon Land – World Class Benchmarking
Kangwon Land Company Limited (035250 KS): Profitable Growth rank of 5 was down compared to the prior period’s 2nd rank. This is average performance compared to 900 large Cons. Disc. companies worldwide.
Read MorePan-United Corporation – World Class Benchmarking
Pan-United Corporation Limited (PAN SP): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 1,110 medium Industrials companies worldwide.
Read MoreEnel Americas SA – World Class Benchmarking
Enel Americas SA (ENELAM CI): Profitable Growth rank of 6 was down compared to the prior period’s 5th rank. This is below average performance compared to 300 large Utilities companies worldwide.
Read MoreBecome a Better Investor Newsletter – 13 June 2026
US airline fuel costs surge 78%. Apple now trades at 10x sales for the first time. LLM token spending stalling near cycle highs. Hot IPOs are typically a bad deal. Stock-bond correlation at its highest since 1999.
Read MoreCity Developments – World Class Benchmarking
City Developments Limited (CIT SP): Profitable Growth rank of 1 was up compared to the prior period’s 7th rank. This is World Class performance compared to 190 large Real Estate companies worldwide.
Read MoreCOSCO SHIPPING Specialized Carriers – World Class Benchmarking
COSCO SHIPPING Specialized Carriers Company Limited (600428 SH): Profitable Growth rank of 5 was down compared to the prior period’s 4th rank. This is average performance compared to 1,380 large Industrials companies worldwide.
Read MoreHana Microelectronics – World Class Benchmarking
Hana Microelectronics Public Company Limited (HANA TB): Profitable Growth rank of 7 was down compared to the prior period’s 6th rank. This is below average performance compared to 720 medium Info Tech companies worldwide.
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