Erawan Group Public Company Limited (ERW TB): Profitable Growth rank of 10 was same compared to the prior period’s 10th rank. This is poor performance compared to 880 medium Cons. Disc. companies worldwide.
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Emerging Countries – China and Russia with stable rates, LT rates up only slightly, yield curve inversion less severe except Russia.
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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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In this new series on applying Deming to education, Andrew talks with John Dues, Chief Learning Officer at United Schools Network and long-time Deming practitioner. This is the first in a series of 12 episodes using John’s school system as a case study for applying Deming in education.
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Developed Countries – Vast DM Country increases in ST and LT rates, Japan stays an outlier, US looks worst based on yield curve inversion.
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Markets rebounded, and gold was the best asset class. Performance review of our strategies in March 2023 – All Weather Inflation Guard was up 0.1%, All Weather Strategy was up 2.2%, All Weather Alpha Focus was up 0.8%. Global outlook that guides our asset allocation.
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Developed Market Regions – ST rates about to peak, LT rates are falling, inverted yield curve in DM Americas and Europe widened. Emerging Market Regions – Massive ST rate hikes in ME&A and Frontier, LT rates more stable, no yield curve inversion in Asia.
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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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