Equity rebound continued, and bonds were strong as well. Performance review of our strategies in December 2023 – All Weather Inflation Guard gained 3.0%, All Weather Strategy gained 2.2%, All Weather Alpha Focus gained 3.9%. Global outlook that guides our asset allocation.
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Mitsubishi Motors Corporation (7211 JP): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 940 large Cons. Disc. companies worldwide.
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US politicians are amazing investors. 2023 was great for Tech. The yield curve has been inverted for 430+ days. GDP growth driven by budget deficit. Ships avoid the Red Sea.
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Listening to understand and learn is often harder than not-really-listening because you’re thinking about what to say. Dr. Deming emphasized learning and was excited about ideas he heard from others every day. In this episode, David Langford and Andrew Stotz talk about why and how managers, including teachers, should listen to staff or students.
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Ford Motor Company (F US): Profitable Growth rank of 8 was up compared to the prior period’s 9th rank. This is below average performance compared to 940 large Cons. Disc. companies worldwide.
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Volkswagen AG (VOW GR): Profitable Growth rank of 7 was same compared to the prior period’s 7th rank. This is below average performance compared to 940 large Cons. Disc. companies worldwide.
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Taiwan, Korea, India, Vietnam, Indonesia, and Philippines were the only markets with a positive return in 2023. Taiwan was the strongest performer in USD and local terms.
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In December 2023, we published 9 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
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US core inflation down to 4%. Fed continues to pause. US stock valuations at crazy (?) levels. Milei starts shock treatment. Oil is forecasted to be in oversupply.
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Most people agree: teamwork and collaboration generate greater results than isolation and silos. So why do we let barriers get in the way? In this episode, John Dues and host Andrew Stotz talk about barriers to collaboration and how to break them down.
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