Tough end of the year. Performance review of our strategies in December 2024 – All Weather Inflation Guard fell 2.3%, All Weather Strategy fell 1.0%, All Weather Alpha Focus fell 3.9%.
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FB loosens censorship. Greenland to become the 51st state. S&P 500 to gain 12% in 2025. China 10Y yield crashes. US 10Y yield rockets.
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Join Bill Bellows and Andrew Stotz as they discuss what actions (or inactions) make us worse than thieves and how that relates to expiration dates, and acceptability vs desirability. Plus, stories about job swapping, Achieving Competitive Excellence, and birthdays.
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Heineken Malaysia Berhad (HEIM MK): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 420 medium Cons. Staples companies worldwide.
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After You Public Company Limited (AU TB): Profitable Growth rank of 3 was down compared to the prior period’s 2nd rank. This is above average performance compared to 700 small Cons. Disc. companies worldwide.
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Vallourec SA (VK FP): Profitable Growth rank of 2 was up compared to the prior period’s 4th rank. This is World Class performance compared to 340 large Energy companies worldwide.
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King Slide Works Company Limited (2059 TT): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 700 medium Info Tech companies worldwide.
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The world is better. Concentrated S&P 500 performance. US$ is massively overvalued. EU regulates. Keep investing simple.
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Before you start solving a problem, you need to know what, precisely, you’re trying to solve. In this episode, John Dues and Andrew Stotz talk about how to figure out the problem on which you will focus your team’s efforts.
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Taiwan, Singapore, China, Malaysia, India and Philippines were the only markets with a positive return in 2024. Taiwan was the strongest performer in USD and local terms.
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