Strong stock rebound led by US and Developed Europe. Performance review of our strategies in May 2024 – All Weather Inflation Guard gained 1.2%, All Weather Strategy gained 1.6%, All Weather Alpha Focus gained 1.3%.
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Bond/Gold ratio signals global financial weakness. Nvidia gains US$1trn+ and overtakes Apple. China dumps US Treasuries for Gold. Buffett likes US Treasuries, though. US$9trn of US gov’t debt maturing soon.
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How do you know that the learning you and your colleagues are doing is leading to changes in behavior? In this episode, Bill and Andrew discuss little tests you can do to see if the transformation you’re working toward is really happening.
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Advanced Micro Devices Incorporated (AMD US): Profitable Growth rank of 8 was up compared to the prior period’s 9th rank. This is below average performance compared to 640 large Info Tech companies worldwide.
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Bluestar Adisseo Company (600299 SH): Profitable Growth rank of 9 was down compared to the prior period’s 5th rank. This is poor performance compared to 750 large Materials companies worldwide.
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Procter & Gamble Company (PG US): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 550 large Cons. Staples companies worldwide.
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In May 2024, we published 4 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
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Tough times for small US businesses. Asset managers don’t expect a recession. China drives copper demand. Oil and gas are here to stay. Nvidia dominates the data center compute market.
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How can you make lasting change at your organization? Recruit your friends! In this discussion, Bill Bellows lays out his experience recruiting and working with a small group to make big changes in a large company.
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SK Telecom Company Limited (017670 KS): Profitable Growth rank of 6 was up compared to the prior period’s 7th rank. This is below average performance compared to 240 large Comm. Serv. companies worldwide.
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