V.L. Enterprise Public Company Limited (VL TB): Profitable Growth rank of 7 was down compared to the prior period’s 4th rank. This is below average performance compared to 130 small Energy companies worldwide.
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US captures Maduro. Venezuelan oil reserves may be misstated. Double US weight in the world index. Energy is <3% of the S&P 500. China continues to load up on gold.
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Gold and Emerging Markets ex China outperformed. Performance review of our strategies in December 2025 – All Weather Inflation Guard gained 0.4%, All Weather Strategy gained 1.9%, All Weather Alpha Focus gained 1.2%.
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Saha Pathanapibul Public Company Limited (SPC TB): Profitable Growth rank of 4 was down compared to the prior period’s 3rd rank. This is above average performance compared to 930 large Cons. Disc. companies worldwide.
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Sahathai Terminal Public Company Limited (PORT TB): Profitable Growth rank of 7 was down compared to the prior period’s 6th rank. This is below average performance compared to 860 small Industrials companies worldwide.
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Christiani & Nielsen (Thai) Public Company Limited (CNT TB): Profitable Growth rank of 8 was same compared to the prior period’s 8th rank. This is below average performance compared to 1,190 medium Industrials companies worldwide.
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Wattanapat Hospital Trang Public Company Limited (WPH TB): Profitable Growth rank of 3 was down compared to the prior period’s 1st rank. This is above average performance compared to 490 small Health Care companies worldwide.
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Fed cut rates. Central banks are still buying gold. Quality matters in small caps. Consumer Staples underperform. Silver hits another ATH.
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Asian markets were up in 2025 except for Thailand, Philippines, and Indonesia in local currencies. Korea was the strongest performer in USD and local terms.
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In December 2025, we published 2 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
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