All Weather Strategy: Andrew was live with FINNOMENA and talked about learning to live with portfolio volatility, the QE that never ends because you can’t taper a QE addict, and why we favor commodities and Western equity.
Read MoreRisk assessment is an evaluation method used to understand an investor’s risk rating which helps them come up with a suitable investment strategy to achieve their financial goals.
Read MoreCJ CheilJedang Corporation (097950 KS): Profitable Growth rank of 9 was down compared to the prior period’s 1st rank. This is poor performance compared to 570 large Cons. Staples companies worldwide.
Read MoreAll Weather Strategy: Though down by 1.0% for the month, AWS beat a traditional 60/40 portfolio by 1.6%. Fed/ECB unwillingness to taper could drive equities higher. Commodities driven by energy crisis and supply-chain disruption. Risks: Inflation turns out transitory, new lockdowns, US default, slow growth in Germany.
Read MoreThe Spoiled Brat Theory explains why the Fed may start buying stocks before it starts tapering even though inflation is here.
Read MoreSynnex Technology International Corporation (2347 TT): Profitable Growth rank of 5 was same compared to the prior period’s 5th rank. This is average performance compared to 670 large Info Tech companies worldwide.
Read MoreIn September 2021, we published 13 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreLenovo Group Limited (992 HK): Profitable Growth rank of 7 was up compared to the prior period’s 8th rank. This is below average performance compared to 670 large Info Tech companies worldwide.
Read MoreSrivichai Vejvivat Public Company Limited (VIH TB): Profitable Growth rank of 1 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 600 small Health Care companies worldwide.
Read MoreForth Corporation Public Company Limited (FORTH TB): Profitable Growth rank of 3 was up compared to the prior period’s 5th rank. This is above average performance compared to 930 medium Info Tech companies worldwide.
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