All asset classes were down, Japanese stocks and Europe small caps performed the best. Performance review of our strategies in May 2023 – All Weather Inflation Guard was down 0.6%, All Weather Strategy was down 1.0%, All Weather Alpha Focus was down 2.7%. Global outlook that guides our asset allocation. New weights of our strategies.
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Spark New Zealand Limited (SPK NZ): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 260 large Comm. Serv. companies worldwide.
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71% risk of a US recession. Gold outperforms stocks 2 years after yield curve inversion. 7 stocks have driven S&P 500’s YTD performance. Regulator bro goes after crypto bro. SEC is clamping down heavily on crypto.
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In this third discussion in a series on the Role of a Manager, David and Andrew discuss how a manager should view, and treat, people. Deming wrote, “It’s just not ranking people, it is instead recognition of differences between people and an intent to put everybody in position for development.” David applies this to education: literally looking at how to support everyone with limited resources.
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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 fourth episode, they talk about mistake number 7: Do you confuse skill and luck? And mistake number 8: Do you avoid passive investing because you sense a loss of control?
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Hefei Meyer Optoelectronic Technology Incorporated (002690 SZ): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 1,250 medium Industrials companies worldwide.
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Land and Houses Public Company Limited (LH TB): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 220 large Real Estate companies worldwide.
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Sonata Software Limited (SSOF IN): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 890 medium Info Tech companies worldwide.
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Time for an uncapped debt ceiling. Debt ceiling deal increases spending. A gentle reminder about crazy valuations. China is no.1 in terms of skyscrapers. Bye-bye, cheap travel.
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Education is often touted as data- or evidence-driven. But in this discussion, John Dues contends that educational data is often fiction, given how easy it is to distort, both via the inputs and outputs and through manipulation.
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