Developed Market Regions – ST rates about to peak, LT rates are falling, inverted yield curve in DM Americas and Europe widened. Emerging Market Regions – Massive ST rate hikes in ME&A and Frontier, LT rates more stable, no yield curve inversion in Asia.
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The market doesn’t believe the Fed. Gold surpasses US$2,000/oz t. Central banks seem to like gold again. Surprise oil production cuts. War is also business (unfortunately).
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Are tests like the SAT – and a potential National Merit Scholarship that goes with a good score – the same as grading or ranking students? David and Andrew discuss the differences.
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WICE Logistics Public Company Limited (WICE TB): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 1,390 medium Industrials companies worldwide.
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VGI Public Company Limited (VGI TB): Profitable Growth rank of 9 was same compared to the prior period’s 9th rank. This is poor performance compared to 260 medium Comm. Serv. companies worldwide.
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Berli Jucker Public Company Limited (BJC TB): Profitable Growth rank of 8 was up compared to the prior period’s 9th rank. This is below average performance compared to 640 large Cons. Staples companies worldwide.
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In March 2023, we published 20 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
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Commercial real estate could be hit next. The first yuan-settled LNG trade happened. Still, US$ 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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