Leonardo SpA (LDO IM): Profitable Growth rank of 6 was up compared to the prior period’s 7th rank. This is below average performance compared to 1,460 large Industrials companies worldwide.
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PetroChina Company Limited (857 HK): Profitable Growth rank of 7 was same compared to the prior period’s 7th rank. This is below average performance compared to 330 large Energy companies worldwide.
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Low expectations on China. Long big tech, short China. Apple still relies on China. US CPI rebounded in August. German bankruptcies on the rise.
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Learning Deming is like seeing the world through a different lens. In this episode, Bill Bellows uses various examples to show us how powerful that new vision can be.
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In this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this tenth series, they discuss mistake number 18: Do you believe your fortune is in the stars? And mistake number 19: Do you rely on misleading information?
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Grupo Comercial Chedraui SAB de CV (CHDRAUIB MM): Profitable Growth rank of 5 was same compared to the prior period’s 5th rank. This is average performance compared to 560 large Cons. Staples companies worldwide.
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Only Japan was up; our bond allocations did well. Performance review of our strategies in August 2023 – All Weather Inflation Guard was down 0.2%, All Weather Strategy was down 1.8%, All Weather Alpha Focus was down 1.8%. Global outlook that guides our asset allocation. New weights of our strategies.
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Airports of Thailand Public Company Limited (AOT TB): Profitable Growth rank of 10 was same compared to the prior period’s 10th rank. This is poor performance compared to 1,460 large Industrials companies worldwide.
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Housing is quite affordable in the US. US gov’t spending continues. China is no longer no.1 in US imports. China has cut UST holdings by 35%. Brazil is back.
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If something is “good” is that good enough? Who decides? In this episode, Bill and Andrew discuss how people define “good,” what interchangeability has to do with morale, and the problem with a “merit-based” culture. Bonus: Learn how Americans became the first to use the French idea of interchangeable parts in manufacturing.
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