Jet2 PLC (JET2 LN): Profitable Growth rank of 4 was up compared to the prior period’s 10th rank. This is above average performance compared to 1,440 large Industrials companies worldwide.
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United Integrated Services Company Limited (2404 TT): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 1,440 large Industrials companies worldwide.
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Goldcard Smart Group Company Limited (300349 SZ): Profitable Growth rank of 5 was up compared to the prior period’s 6th rank. This is average performance compared to 820 medium Info Tech companies worldwide.
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EU enters recession. Inflation is coming down in the US. Fed pauses rate hikes. Only 24% of stocks outperform. Tech is heading for new highs.
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In this episode, Bill and Andrew discuss variation, the impossibility of true interchangeability and why we need to apply “shades of gray” thinking at work. Bill shares the key question that will take your organization beyond “meets specifications” and help improve your processes, so you can delight your customers.
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What’s interesting about Toyota is that if you buy today, you get its future growth for free
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Anhui Xinhua Media Company Limited (601801 SH): Profitable Growth rank of 6 was same compared to the prior period’s 6th rank. This is below average performance compared to 960 large Cons. Disc. companies worldwide.
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All asset classes were down, Japanese stocks and Europe small caps performed the best. Performance review of our strategies in May 2023 – All Weather Inflation Guard was down 0.6%, All Weather Strategy was down 1.0%, All Weather Alpha Focus was down 2.7%. Global outlook that guides our asset allocation. New weights of our strategies.
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Spark New Zealand Limited (SPK NZ): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 260 large Comm. Serv. companies worldwide.
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71% risk of a US recession. Gold outperforms stocks 2 years after yield curve inversion. 7 stocks have driven S&P 500’s YTD performance. Regulator bro goes after crypto bro. SEC is clamping down heavily on crypto.
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