All 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 More
The Spoiled Brat Theory explains why the Fed may start buying stocks before it starts tapering even though inflation is here.
Read More
Synnex 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 More
In September 2021, we published 13 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read More
Lenovo 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 More
Srivichai 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 More
Forth 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.
Read More
MONEY FM 89.3: A firsthand account of the state of Thai markets, if a reopening can help soothe sentiment, and risks monitored from a potential tumble in US markets.
Read More
An investor recently told me that she was worried that the US stock market could crash and therefore she had increased her holdings of bonds. But then she told me that she was worried that inflation would rise and along with it interest rates.
Read MoreAS SEEN ON:
