The most expected recession in history. US stocks have seen inflows, and Europe has seen outflows. It’s not only US stocks that perform over time. Korea has a sober energy policy. • Eggs have become expensive, or have they?
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Dr. Deming listed 7 Deadly Diseases of Management in Out of the Crisis, and one of the more surprising is #3: Evaluation of performance, merit rating, or annual review. In this episode, David and Andrew discuss the harmful practice of awarding “teacher of the year,” “student of the month,” or other traditional recognition practices. David also offers practical suggestions for alternatives.
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Tonghua Dongbao Pharmaceutical Company Limited (600867 SH): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 440 medium Health Care companies worldwide.
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Central bankers appear to be raising rates into a recession to stifle inflation; stagflation would be the worst outcome. Demand for necessities (food and energy), inflation, and supply-chain disruptions can drive commodities higher. We see opportunities to allocate to specific sectors and markets within equity. Bonds and gold to protect capital.
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Lepu Medical Technology (Beijing) Company Limited (300003 SZ): Profitable Growth rank of 4 was up compared to the prior period’s 5th rank. This is above average performance compared to 420 large Health Care companies worldwide.
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Carlsberg Brewery Malaysia Berhad (CAB MK): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 480 medium Cons. Staples companies worldwide.
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Europe is highly dependent on gas. Luckily, the winter has been mild so far in Europe. US mortgage rates are at a level not seen for a long time. The Japanese Yen has rebounded. 2022 was an awful year for a stock + bond portfolio.
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In this episode, David and Andrew talk about Common Cause Variation vs Special Cause Variation, and the problem of confusing the two. Using the example of transgender students, David describes how a system’s capability should be expanded rather than using that special cause situation as a weapon to destroy the entire system.
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DMCI Holdings Incorporated (DMC PM): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 1,590 large Industrials companies worldwide.
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CH. Karnchang Public Company Limited (CK TB): Profitable Growth rank of 8 was same compared to the prior period’s 8th rank. This is below average performance compared to 1,390 medium Industrials companies worldwide.
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