Strong commodities and Emerging markets rebound. Performance review of our strategies in July 2023 – All Weather Inflation Guard was up 0.3%. All Weather Strategy was up 1.9%. All Weather Alpha Focus was up 1.5%. Global outlook that guides our asset allocation.
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PT Indofood CBP Sukses Makmur Tbk (ICBP IJ): Profitable Growth rank of 4 was up compared to the prior period’s 8th rank. This is above average performance compared to 560 large Cons. Staples companies worldwide.
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Fitch downgrades US gov’t debt. Americans don’t have much savings. Uber delivers first operating profit ever. S&P 500 has one of its best years. Electrification demands minerals and metals.
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In this episode, David and Andrew ask: should we tell people when they make mistakes? How do educators manage mistakes in a classroom setting, after their organization/classroom is transformed by learning and implementing Deming?
Read MoreISMS 27: Larry Swedroe – Familiar Doesn’t Make It Safe and You’re Not Playing With the House’s Money
In this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss three chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this eighth episode, they discuss mistake number 13: Do you confuse the familiar with the safe? Mistake number 14: Do you believe you’re playing with the house’s money? And mistake number 15: Do you let friendship influence your choice of investment advisors?
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SM Prime Holdings Incorporated (SMPH PM): Profitable Growth rank of 3 was up compared to the prior period’s 4th rank. This is above average performance compared to 220 large Real Estate companies worldwide.
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In July 2023, we published 13 new episodes of the My Worst Investment Ever podcast and one blog post. Listen to all of them here.
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Giant Network Group Company Limited (002558 SZ): Profitable Growth rank of 4 was down compared to the prior period’s 3rd rank. This is above average performance compared to 210 medium Comm. Serv. companies worldwide.
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Fed hikes another 0.25%. Thought the US was in trouble? Look at the UK. More Brits regret Brexit. Falling office rents in the Americas. X.
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In this episode, John and Andrew discuss what “transformation” means in education. John juxtaposes two reports, conducted a decade apart, that have influenced education for the last 40 years: A Nation at Risk and the Sandia Report.
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