Chart of the Day: Given our expectation of a falling US$, we expect commodities to rise in the next 5 years. We also see economic recovery as a driver.
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Tencent Holdings Limited (0700 HK): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 290 large Comm. Serv. companies worldwide.
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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.
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TIME 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.
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All 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.
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Chart 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.
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Chart 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.
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Chart 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?
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Chipbond 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.
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It 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.
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