Chart of the Day: Bitcoin’s value has grown in value by almost 65,000x. Bitcoin, hence cryptocurrencies, is uncorrelated with other major asset classes.
Read MoreTIME dotCom Berhad (TDC MK): Profitable Growth rank of 3 was same compared to the prior period’s 3rd rank. This is above average performance compared to 290 medium Comm. Serv. companies worldwide.
Read MoreAll Weather Strategy: Andrew was live with FINNOMENA and covered the All Weather Strategy’s methodology and objective, and 2020 performance. He also talked about protecting against US market risk and US dollar downside, and our outlook for 2021 with increased exposure to the Asian growth engine.
Read MoreChart of the Day: We collected long-term return forecasts from 12 large institutions: Amundi, AQR, BNY Mellon, Callan, Franklin Templeton, GMO, Morgan Stanley, Schroders, State Street, T Rowe Price, UBS, and Vanguard.
Read MoreChart of the Day: Korea, Taiwan, China, India, and Hong Kong were the only markets with a positive return in 2020. Korea was the strongest performer. ASEAN markets performed poorly, worst was Thailand.
Read MoreChart of the Day: The global long-term average inflation has been 2.5%. We are currently at historical lows in both inflation and interest rates. Are we reaching the bottom?
Read MoreChipbond Technology Corporation (6147 TT): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 660 large Info Tech companies worldwide.
Read MoreIt turns out that Modern Monetary Theory (MMT) is actually Mafia Monetary Policy (MMP). MMP is the US gov’t using force against others by hot and cold war means. The world is searching for an alternative to the US$, but the US gov’t will fight to the death to maintain its power.
Read MoreAll Weather Strategy: The All Weather Strategy performed in line with World equity in December. Vaccine news, stimulus, and stimulus expectations can drive stock markets further. Currently, our equity target allocation is at the strategy max of 85%.
Read MoreInternational Container Terminal Services Incorporated (ICT PM): Profitable Growth rank of 5 was up compared to the prior period’s 7th rank. This is average performance compared to 1,460 large Industrials companies worldwide.
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