Apple, Microsoft, and Nvidia are 17.5% of the US stock market. Energy is only 3% of the US stock market. Gold sets new records. Record jobs numbers revision. US$7 trillion on the sidelines.
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Step into a treasure trove of rare stories, photos, and audio clips as Bill Scherkenbach shares his decades with Dr. Deming. From boardrooms to sleigh rides, discover the moments, minds, and memories that shaped modern quality thinking, told by someone who lived it. A powerful blend of insight, humor, and history you won’t want to miss.
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Centrica PLC (CNA LN): Profitable Growth rank of 3 was same compared to the prior period’s 3rd rank. This is above average performance compared to 320 large Utilities companies worldwide.
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Bumi Armada Berhad (BAB MK): Profitable Growth rank of 3 was up compared to the prior period’s 4th rank. This is above average performance compared to 170 medium Energy companies worldwide.
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Bangkok Dusit Medical Services Public Company Limited (BDMS TB): Profitable Growth rank of 3 was same compared to the prior period’s 3rd rank. This is above average performance compared to 380 large Health Care companies worldwide.
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China and Gold outperformed. Performance review of our strategies in August 2025 – All Weather Inflation Guard gained 0.3%, All Weather Strategy gained 1.7%, All Weather Alpha Focus gained 3.3%.
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Gold surpasses US$3,600/oz t. Central banks load up on gold. Diamonds are an investor’s nightmare. Russian gas to China instead of the West. The US makes the money.
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In this deeply personal episode, William Scherkenbach shares with host Andrew Stotz what it was like to sit in Deming’s classroom in 1972, join him for late-night chats at the Cosmos Club, and help ignite transformational change at Ford and GM.
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Hong Leong Asia Limited (HLA SP): Profitable Growth rank of 8 was up compared to the prior period’s 9th rank. This is below average performance compared to 1,430 large Industrials companies worldwide.
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LT Group Incorporated (LTG PM): Profitable Growth rank of 8 was same compared to the prior period’s 8th rank. This is below average performance compared to 1,430 large Industrials companies worldwide.
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