The recent stock rally wasn’t supported by liquidity. ECB’s Valentine’s trolling re-affirms 2% inflation. Is the current inflation caused by supply shocks or by monetary debasement. The US has pushed the Europe-Russia conflict for a long time. Who cares about poison lakes in China?
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In this episode, Andrew and David introduce the broad topic of “motivation.” David describes intrinsic vs extrinsic motivation and how motivation practices are usually manipulation tactics that don’t work over the long term. So what do we do instead?
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Unlike EMs, DMs benefited from nearly free money. The market believes US ST rates rise has quelled inflation. What do you think: Has the Fed succeeded at quelling inflation or not?
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PBF Energy Incorporated (PBF US): Profitable Growth rank of 2 was up compared to the prior period’s 8th rank. This is World Class performance compared to 350 large Energy companies worldwide.
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The One Enterprise Public Company Limited (ONEE TB): Profitable Growth rank of 4 was down compared to the prior period’s 2nd rank. This is above average performance compared to 260 medium Comm. Serv. companies worldwide.
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MIXI Incorporated (2121 JP): Profitable Growth rank of 5 was same compared to the prior period’s 5th rank. This is average performance compared to 290 large Comm. Serv. companies worldwide.
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US credit card debt reaches new heights. Analysts are forecasting earnings contraction. Masa Son is the undisputed master of tech bubbles. Hedge funds perform terribly; still, people buy them. One ton of ore generates max 10kg of copper.
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In our latest Deming in Education podcast, Andrew and David talk about a controversial subject: cellphones in classrooms. Should teachers have them? Students? Should they be banned? Or is there another way?
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Strong equity rebound in January. Performance review of our strategies in January 2023 – All Weather Inflation Guard rose by 0.9%. All Weather Strategy rose by 2.2%. All Weather Alpha Focus rose by 1.1%. Global outlook that guides our asset allocation.
Read MoreChart of the Day: Asian markets were down in 2022 except for Thailand, Indonesia, and India in local currencies. Thailand was the strongest performer in USD terms, and Indonesia was the only other market with positive USD return.
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