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Learning that drives better investment decisions

Size Doesn’t (Always) Matter

By Become a Better Investor | Jan 26, 2018
Top 5 of the Week of January 22 - Become a #betterinvestor

In our Top 5 this week, we discuss the significance of asset allocation, when to make a move on cryptocurrencies, and what to expect from 2018. All this and more…

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Emerging Markets Have the Strongest Earnings Growth

By Andrew Stotz | Jan 25, 2018
#EmergingMarkets Have the Strongest Earnings Growth | #ChartOfTheDay

Chart of the Day: All regions have shown earnings recovery for the past 12 months. Seeing strong growth in all Emerging regions. Only Developed Americas showed single-digit growth at 7%, unlike other regions.

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Free Live Events with Andrew Stotz in Bangkok on 27 January 2018

By Become a Better Investor | Jan 24, 2018

Live Event: On Saturday, January 27, Andrew Stotz will have four events in Bangkok. All events are free to attend and the venue is the CoffeeWORKS Experience Center.

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Rising Profitability in Emerging Asia

By Andrew Stotz | Jan 24, 2018
US Dream Factor Is High, but It Could Stay High in 2018 | #ChartOfTheDay #stocks

Chart of the Day: Bottom-up aggregation of 16,200 non-financial companies in the World. Margin recovery in Emerging Asia could still rise further. Some risk of falling margins in Emerging Europe.

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US Dream Factor Is High, but It Could Stay High in 2018

By Andrew Stotz | Jan 23, 2018

Chart of the Day: Excluding a major negative event, the fundamentals support a relatively optimistic market. Even though the Dream factor is high, the US market could stay high for longer.

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Highest Leverage at Utilities and Telecom, Most Risk to Rising Rates

By Andrew Stotz | Jan 22, 2018

Chart of the Day: Leverage is always high in Telecom and Utilities. If interest rise, these and Real Estate sector would be hurt the most. Least impacted by interest rate rise are Info Tech, Health Care, Energy, Materials.

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2018’s Investing Watchword

By Become a Better Investor | Jan 19, 2018
Top 5 of the Week of January 15 - Become a #betterinvestor

In our Top 5 this week, we discover 2018’s investing theme, examine how stock valuations are at their highest since 2000, and see if it really is Bitcoin’s era or not. All this and more…

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Cyclicals: Materials and Energy on the Rise

By Andrew Stotz | Jan 18, 2018

Chart of the Day: Revenue recovery could have at least another year to go. This should increase demand for goods, this increased demand should drive up price of oil and materials.

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Global Revenue Recovery Has Just Started

By Andrew Stotz | Jan 17, 2018

Chart of the Day: More than 16,000 non-financial companies worldwide show a strong revenue uptrend. This trend could continue, which would be positive for equity in 2018.

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Global Fundamentals Can Remain Strong

By Andrew Stotz | Jan 16, 2018

Chart of the Day: Based on our bottom-up aggregation of 16,200 non-financial companies across every market in the World. Companies have been slow to expand their assets, unlike in prior stock market boom times.

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