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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Shoei Company Limited (7839 JP): Profitable Growth rank of 1 was up compared to the prior period’s 4th rank. This is World Class performance compared to 1,000 medium Cons. Disc. companies worldwide.
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WHA Corporation Public Company Limited (WHA TB): Profitable Growth rank of 5 was up compared to the prior period’s 6th rank. This is average performance compared to 370 medium Real Estate companies worldwide.
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We’ve heard about the soft landing before. The US Treasury forecasts an explosion in public debt. US equity risk premium is at a decade low. Green energy produces much toxic waste. The woke green movement is a sect.
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In this episode, Andrew and David talk about chaos, authority, and when calming the chaos can feel like a loss of control. They explore the “psychology” aspect of Dr. Deming’s System of Profound Knowledge, and how that applies to classrooms and school systems.
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Never has the US gov’t caused such a massive move in GDP. The question is, “which way is GDP going?” Will we see a recession or a soft landing?
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In January 2023, we published 10 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
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Your investments are about your values, and you are responsible for your decisions. Don’t consider ESG standards an easy way to be granted an indulgence.
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PT Mitra Keluarga Karyasehat Tbk (MIKA IJ): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 440 medium Health Care companies worldwide.
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