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

The post Johnson & Johnson – World Class Benchmarking appeared first on Become a Better Investor. Company: Johnson & Johnson Bloomberg ticker: JNJ US Market cap: US$383,813m Background: Johnson & Johnson, through its subsidiaries, is engaged in the research and development, manufacture, and sale of a range of products in the healthcare field. The Company’s primary focus is products related to human health and well-being. World Class Benchmarking of Johnson & Johnson   Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank This is World Class performan ..read more

The post Sinovac Biotech – World Class Benchmarking appeared first on Become a Better Investor. Company: Sinovac Biotech Limited Bloomberg ticker: SVA US Market cap: US$640m Background: Sinovac Biotech Limited is a holding company. The Company is a biopharmaceutical company that focuses on the research, development, manufacturing and commercialization of vaccines that protect against human infectious diseases World Class Benchmarking of Sinovac Biotech   Profitable Growth rank of 8 was same compared to the prior period’s 8th rank This is below average performance compared to 400 medium ..read more

The post Pfizer – World Class Benchmarking appeared first on Become a Better Investor. Company: Pfizer Incorporated Bloomberg ticker: PFE US Market cap: US$153,536m Background: Pfizer Incorporated is a research-based global biopharmaceutical company. The Company is engaged in the discovery, development, manufacture, marketing, sale and distribution of biopharmaceutical products worldwide. World Class Benchmarking of Pfizer   Profitable Growth rank of 5 was down compared to the prior period’s 1st rank This is average performance compared to 380 large Health Care companies worldwide Profi ..read more

The post AstraZeneca – World Class Benchmarking appeared first on Become a Better Investor. Company: AstraZeneca PLC Bloomberg ticker: AZN LN Market cap: US$200,088m Background: AstraZeneca PLC is a science-led biopharmaceutical company. The Company focuses on the discovery, development, and commercialization of prescription medicines in oncology, rare diseases, and biopharmaceuticals, including cardiovascular, renal & metabolism, and respiratory and immunology. World Class Benchmarking of AstraZeneca   Profitable Growth rank of 4 was down compared to the prior period’s 3rd rank Thi ..read more