The post Transforming How We Think: Awaken Your Inner Deming (Part 19) appeared first on Become a Better Investor. The post was originally published here. Transforming How We Think: Awaken Your Inner Deming (Part 19) “What happens if you transform HOW you think? In this episode, Bill Bellows and host Andrew Stotz discuss the problem of thinking in one dimension at a time (as we were taught in school) and its impact on our ability to solve problems. BONUS: Book recommendations to broaden your understanding of Deming and more.” Get the full show notes here ..read more

The post A. Stotz All Weather Strategies – April 2024 appeared first on Become a Better Investor. The All Weather Strategy is available in Thailand through FINNOMENA. If you’re interested in our allocation strategy, you can also join the Become a Better Investor Community. Please note that this post is not investment advice and should not be seen as recommendations. Also, remember that backtested or past performance is not a reliable indicator of future performance. What happened in world markets in April 2024 Performance of the World stock markets Tech-heavy NASDAQ fell by almost 3% Japan f ..read more

The post Asics Corp – World Class Benchmarking appeared first on Become a Better Investor. Company: Asics Corporation Bloomberg ticker: 7936 JP Market cap: US$8,479m Background: Asics Corporation manufactures and distributes sporting goods and equipment. The Company produces athletic shoes, sportswear, and other products. ASICS markets its products to United States, Europe, Australia, Asia, and other countries and regions. World Class Benchmarking of Asics Corp   Profitable Growth rank of 2 was up compared to the prior period’s 4th rank This is World Class performance compared to 9 ..read more

The post Puma SE – World Class Benchmarking appeared first on Become a Better Investor. Company: Puma SE Bloomberg ticker: PUM GR Market cap: US$7,133m Background: Puma SE is a Germany-based company engaged in designing, developing, selling and marketing sports footwear, apparel and accessories. The Company offers performance, as well as sport style products across six business units: Teamsport, Running and Training, Basketball, Golf, Motorsport, Sportstyle, Accessories and Licensing. World Class Benchmarking of Puma SE   Profitable Growth rank of 6 was down compared to the prior period ..read more

The post Become a Better Investor Newsletter – 4 May 2024 appeared first on Become a Better Investor. Noteworthy this week Only one cut by the Fed in 2024 60/40 is not as safe as you may think US accounts for 25% of global GDP Replace nuclear with coal The copper opportunity Only one cut by the Fed in 2024: Prediction markets now show a 36% chance of ZERO interest rate cuts in 2024. The base case has gone from 6 rate cuts to 1 rate cut this year. You can’t make this up: Prediction markets now show a 36% chance of ZERO interest rate cuts in 2024, according to @Kalshi. To put this in perspect ..read more

The post Goal Setting Is Often An Act of Desperation: Part 3 appeared first on Become a Better Investor. The post was originally published here. Goal Setting Is Often An Act of Desperation: Part 3 “In part 3 of this series, John Dues and host Andrew Stotz talk about the final 5 lessons for data analysis in education. Dive into this discussion to learn more about why data analysis is essential and how to do it right.” Get the full show notes here.  Listen on Apple Podcasts or Google Podcasts. Read more articles like this on Become a ..read more

The post Tyson Foods – World Class Benchmarking appeared first on Become a Better Investor. Company: Tyson Foods Incorporated Bloomberg ticker: TSN US Market cap: US$19,029m Background: Tyson Foods Incorporated is an American multinational corporation based in Springdale, Arkansas that operates in the food industry. The company is the world’s second-largest processor and marketer of chicken, beef, and pork after JBS S.A. It annually exports the largest percentage of beef out of the United States. World Class Benchmarking of Tyson Foods   Profitable Growth rank of 9 was down compared to ..read more

The post Nike – World Class Benchmarking appeared first on Become a Better Investor. Company: Nike Incorporated Bloomberg ticker: NKE US Market cap: US$147,921m Background: Nike Incorporated is engaged in the designing, marketing and distributing of athletic footwear, apparel, equipment and accessories and services for sports and fitness activities. It sells a line of equipment and accessories under the NIKE Brand name, including bags, socks, sport balls, eyewear, timepieces, digital devices, bats, gloves, protective equipment and other equipment designed for sports activities. It also designs ..read more

The post Adidas – World Class Benchmarking appeared first on Become a Better Investor. Company: Adidas AG Bloomberg ticker: ADS GR Market cap: US$36,335m Background: Adidas AG is a Germany-based company that designs, develops, produces and markets a range of athletic and sports lifestyle products. The Company has over 2,500 own-retail stores, mono-branded franchise stores, shop-in-shops, joint ventures with retail partners and co-branded stores and an e-commerce channel, which is available to customers in over 50 countries. The adidas branded products include footwear, apparel and hardware, su ..read more

The post Become a Better Investor Newsletter – 27 April 2024 appeared first on Become a Better Investor. Noteworthy this week Bonds only diversify under low inflation Japanese earnings almost 2x the US The MMT inflation train Central banks load up on gold AI demands power Bonds only diversify under low inflation: Bonds are a good hedge for stock investors only if core inflation is predictably below 3%. Bonds are a good hedge for stock investors only if core inflation is predictably below 3%. Otherwise they suck at diversifying portfolios. pic.twitter.com/EyWuZTT74U — Alf (@MacroAlf) April 2 ..read more