Weak retail signals US slowdown. US household debt surpasses US$17trn. QT ain’t happening. Consider your health span. A green world needs nuclear.
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In this episode, Andrew and David discuss how managers can help people to see themselves as components in a system, working with those before and after them in the process of educating children – for the benefit of all.
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In this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss 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 five: do you let your ego dominate the decision-making process? And mistake number six: do you allow yourself to be influenced by herd mentality?
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TIPCO Asphalt Public Company Limited (TASCO TB): Profitable Growth rank of 4 was up compared to the prior period’s 6th rank. This is above average performance compared to 810 large Materials companies worldwide.
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Sansiri Public Company Limited (SIRI TB): Profitable Growth rank of 4 was up compared to the prior period’s 6th rank. This is above average performance compared to 220 large Real Estate companies worldwide.
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AAPICO Hitech Public Company Limited (AH TB): Profitable Growth rank of 3 was down compared to the prior period’s 2nd rank. This is above average performance compared to 930 large Cons. Disc. companies worldwide.
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US inflation slowed in April. The likelihood of US default increases. We must clean up our act. Buffett is making bucks in Japan. ChatGPT, your new portfolio manager?
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Andrew talks to Justin Marcharia, Round Table Training Africa’s Managing Director, about his collaboration with The Deming Institute. His goal is to help new and small businesses in East Africa use the Deming philosophy to grow in sustainable ways.
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What’s interesting about Toyota is that if you buy today, you get its future growth for free.
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Markets rebounded, and gold was the best asset class. Performance review of our strategies in April 2023 – All Weather Inflation Guard was up 0.2%, All Weather Strategy was up 1.0%, All Weather Alpha Focus was up 1.1%. Global outlook that guides our asset allocation.
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