In a recent LinkedIn post, Campbell Harvey outlined why his yield curve inversion theory, which has a perfect record of predicting recessions, may no longer work. He concludes that we may not get a recession in 2023.
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Anhui Gujing Distillery Company Limited (000596 SZ): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 640 large Cons. Staples companies worldwide.
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Thai Vegetable Oil Public Company Limited (TVO TB): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 640 large Cons. Staples companies worldwide.
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PT Mitra Adiperkasa Tbk (MAPI IJ): Profitable Growth rank of 1 was up compared to the prior period’s 7th rank. This is World Class performance compared to 1,080 large Cons. Disc. companies worldwide.
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High US teen employment shows Fed isn’t done. New data suggests trouble for the US housing market. Amazon’s revenue is larger than 70 countries’ GDP. India is the next global growth engine. The dirty extraction of minerals for green energy.
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Operational definitions are clearly defined words, phrases, and concepts that everyone working together agrees to use in the same way. Making assumptions about words like “tardy” or “good” is a fast track to confusion and disengagement. In this episode, Andrew and David talk about operational definitions in education – for students, faculty, and administrators.
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WW2.5 is what I like to call “The US against who?” You may say China or Russia. In my opinion, those are both wrong. It’s the US against Europe. And the US just won. The Russia-Ukraine conflict has encouraged US dominance over Europe. Let’s take a deeper look at this dominance.
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CNOOC Limited (883 HK): Profitable Growth rank of 4 was down compared to the prior period’s 3rd rank. This is above average performance compared to 350 large Energy companies worldwide.
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A. Stotz Investment Research’s CEO Andrew Stotz and Founding Partner Alexander Wetterling were guests on Bogumil Baranowski’s podcast Talking Billions.
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Major Cineplex Group Public Company Limited (MAJOR TB): Profitable Growth rank of 5 was up compared to the prior period’s 9th rank. This is average performance compared to 260 medium Comm. Serv. companies worldwide.
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