US core inflation down to 4%. Fed continues to pause. US stock valuations at crazy (?) levels. Milei starts shock treatment. Oil is forecasted to be in oversupply.
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What causes fear in an organization? How is fear hurting employee morale, productivity, and overall performance? What great things can happen when you remove fear? In this episode, John Dues and host Andrew Stotz talk about fear, and how managers can get rid of it.
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Toyota Motor Corporation (7203 JP): Profitable Growth rank of 6 was up compared to the prior period’s 7th rank. This is below average performance compared to 940 large Cons. Disc. companies worldwide.
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Big rebound in equity; everything up except commodities. Performance review of our strategies in November 2023 – All Weather Inflation Guard gained 4.2%, All Weather Strategy gained 6.2%, All Weather Alpha Focus gained 6.4%. Global outlook that guides our asset allocation.
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Genting Berhad (GENT MK): Profitable Growth rank of 9 was down compared to the prior period’s 8th rank. This is poor performance compared to 960 large Cons. Disc. companies worldwide.
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Ningbo Sanxing Medical Electric Company Limited (601567 SH): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 1,450 large Industrials companies worldwide.
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One of the great has left us. Rules for thee but not for me. Elon says “f*ck them” to virtue signallers. China and Saudi Arabia trade a lot. Kyrgyzstan loves German vehicles.
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Perfection may be your goal, but unless you create an artificial environment, you’re not going to get it. David Langford and host Andrew Stotz discuss how good managers/teachers let go of perfection and, instead, understand variation, then work on the system to produce better and better outcomes for everyone.
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Emperador Incorporated (EMI PM): Profitable Growth rank of 4 was same compared to the prior period’s 4th rank. This is above average performance compared to 570 large Cons. Staples companies worldwide.
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Siam Wellness Group Public Company Limited (SPA TB): Profitable Growth rank of 3 was up compared to the prior period’s 7th rank. This is above average performance compared to 670 small Industrials companies worldwide.
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