PT Chandra Asri Petrochemical Tbk (TPIA IJ): Profitable Growth rank of 3 was up compared to the prior period’s 8th rank. This is above average performance compared to 810 large Materials companies worldwide.
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PT Indo Tambangraya Megah Tbk (ITMG IJ): Profitable Growth rank of 1 was up compared to the prior period’s 4th rank. This is World Class performance compared to 290 large Energy companies worldwide.
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Jack Dorsey says hyperinflation, Cathie Wood says deflation. In this video I walk you through 120 years of inflation to help you decide who is right.
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Lotte Chemical Titan Holding Berhad (LOTT MK): Profitable Growth rank of 3 was up compared to the prior period’s 9th rank. This is above average performance compared to 810 large Materials companies worldwide.
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All Weather Strategy: AWS outperformed a traditional 60/40 portfolio in October. Fed/ECB unwillingness to taper could drive equities higher. Commodities driven by the energy crisis and supply-chain disruption. Risks: Inflation turns out transitory, new lockdowns, US default.
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PetroChina Company Limited (601857 SH): Profitable Growth rank of 5 was up compared to the prior period’s 6th rank. This is average performance compared to 290 large Energy companies worldwide.
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BBMG Corporation (601992 SH): Profitable Growth rank of 10 was down compared to the prior period’s 9th rank. This is poor performance compared to 810 large Materials companies worldwide.
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In this video I review the arguments for falling and rising oil prices. What do you think is going to happen with oil prices?
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In October 2021, we published 13 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
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I have been looking at inflation because we have a 25% weighting in commodities in one of my investment strategies. The inflation debate is critical because if I get it wrong and inflation starts slowing, I would expect that commodity position to fall. And if I get it right, then that commodity position will do well.
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