In this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this third episode, they talk about mistake number three: Do you believe events are more predictable after the fact than before? And mistake number four: Do you extrapolate from small samples and trust your intuition?
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Yield curve dynamics. Overcrowded China reopening trade. Gold has outperformed miners. Solar energy waste. China bets on nuclear.
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In this, the first in a series of episodes on Awakening Your Inner Deming, Andrew talks with Dr. Bill Bellows about his journey. He started with Taguchi, read his way through other quality “gurus”, and finally found Deming in unexpected places – solving big problems in space shuttles along the way!
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An oil price surge would push end-2023 slightly higher than 4%, but only slightly because it takes a few months for an oil price rise to impact CPI. A US recession could quickly bring CPI below 4%.
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BG Container Glass Public Company Limited (BGC TB): Profitable Growth rank of 8 was same compared to the prior period’s 8th rank. This is below average performance compared to 810 medium Materials companies worldwide.
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Asset World Corporation Public Company Limited (AWC TB): Profitable Growth rank of 3 was same compared to the prior period’s 3rd rank. This is above average performance compared to 1,000 medium Cons. Disc. companies worldwide.
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In this episode of Investment Strategy Made Simple (ISMS), Dave joins Andrew again as he shares more about his good and bad investments, among other things.
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The market doesn’t believe the Fed. Gold surpasses US$2,000/oz t. Central banks seem to like gold again. Surprise oil production cuts. War is also business (unfortunately).
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With this episode, Andrew and David P. Langford start a new series on the Role of the Manager in Education.
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In this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss a chapter of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this second episode of the series, they talk about mistake number two: Do you project recent trends indefinitely into the future?
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