VGI Public Company Limited (VGI TB): Profitable Growth rank of 9 was same compared to the prior period’s 9th rank. This is poor performance compared to 260 medium Comm. Serv. companies worldwide.
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Berli Jucker Public Company Limited (BJC TB): Profitable Growth rank of 8 was up compared to the prior period’s 9th rank. This is below average performance compared to 640 large Cons. Staples companies worldwide.
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In March 2023, we published 20 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
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Commercial real estate could be hit next. The first yuan-settled LNG trade happened. Still, US$ remains the reserve currency. Turns out DB is better than CS (at getting fines). Passive investing is not necessarily that diversified.
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How many people need to be “on board” in order to start implementing Deming ideas in an organization? Andrew and David P. Langford discuss Dr. Deming’s answer and what that means for folks trying to make changes.
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RS Public Company Limited (RS TB): Profitable Growth rank of 5 was up compared to the prior period’s 8th rank. This is average performance compared to 290 small Comm. Serv. companies worldwide.
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Did the Fed finally break something with its aggressive rate rises? I’ve been repeating in my investment strategy that the Fed will eventually break something, and yes, they did. They did.
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Another 0.25% hike from the Fed. Deposits leave US banks due to Fed rate hikes. US housing market is getting hit. Debit Suisse appears to be a great deal…not. Xi and Putin teams up to challenge the US.
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