Markets rebounded, and gold was the best asset class. Performance review of our strategies in April 2023 – All Weather Inflation Guard was up 0.2%, All Weather Strategy was up 1.0%, All Weather Alpha Focus was up 1.1%. Global outlook that guides our asset allocation.
Read More
Advanced Info Service Public Company Limited (ADVANC TB): Profitable Growth rank of 3 was same compared to the prior period’s 3rd rank. This is above average performance compared to 260 large Comm. Serv. companies worldwide.
Read More
Central Retail Corporation Public Company Limited (CRC TB): Profitable Growth rank of 1 was up compared to the prior period’s 9th rank. This is World Class performance compared to 930 large Cons. Disc. companies worldwide.
Read More
Another 0.25% hike from Fed. JPMorgan is gobbling up failed banks. Blackrock–an extended arm of the US gov’t. US bonds are still below their peak. Buy now, pay later for groceries.
Read More
Most people come into education familiar with classroom management and curriculum, but the concept of Profound Knowledge changes the way you view the entire field and your part in it. In the second episode of the Deming in Schools Case Study, Andrew and John talk about applying the System of Profound Knowledge to education.
Read More
Asian markets were down in 1Q23 except for Taiwan, Korea, Singapore, Vietnam, China and Indonesia in local currencies. Taiwan was the strongest performer in USD and local terms.
Read More
In April 2023, we published 22 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read More
In this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this third episode, they talk about mistake number three: Do you believe events are more predictable after the fact than before? And mistake number four: Do you extrapolate from small samples and trust your intuition?
Read More
Yield curve dynamics. Overcrowded China reopening trade. Gold has outperformed miners. Solar energy waste. China bets on nuclear.
Read MoreAS SEEN ON:
