Supalai Public Company Limited (SPALI TB): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 250 large Real Estate companies worldwide.
Read MoreAll Weather Alpha Focus: Outperformed a 60/40 portfolio in December 2021. Fed and ECB are going to do what they can to prop up markets. The economic recovery is going to continue in 2022, which makes equities attractive.
Read MoreAll Weather Strategy: Expect Democrats to lose control of the House, weakening Biden presidency. Democrats need Fed Chair Powell to prop up markets, not quell inflation.
Read MoreEvergreen Marine Corp Taiwan Limited (2603 TT): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 1,500 large Industrials companies worldwide.
Read MoreAll Weather Strategy: AWS outperformed a traditional 60/40 portfolio by 1.4% in December 2021. Fed/ECB unwillingness to crash markets could drive equities higher. Recovery demand and supply-chain disruption to drive commodities. Risks: Inflation turns out transitory, new lockdowns, US default.
Read MoreTIME dotCom Berhad (TDC MK): Profitable Growth rank of 4 was down compared to the prior period’s 3rd rank. This is above average performance compared to 270 medium Comm. Serv. companies worldwide.
Read MoreJWD InfoLogistics Public Company Limited (JWD TB): Profitable Growth rank of 5 was same compared to the prior period’s 5th rank. This is average performance compared to 1,030 medium Cons. Disc. companies worldwide.
Read MoreGMA Network Incorporated (GMA7 PM): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 260 medium Comm. Serv. companies worldwide.
Read MoreThe period of time a firm takes to pay back their suppliers or creditors for their material purchases is known as payable deferral.
Read MoreIn December 2021, we published 14 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
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