BLOG
Archives
Pi – 9 – 23
I hope you are having or have had a great Labor Day and feeling Wellderly!. Here are links to the September market strategies. See Keppler's monthly Developed Market Strategy Update here. See Keppler's monthly Emerging Market Strategy Update here. Keppler notes that...
Pi Update 8-2023
Here are the August 2023 Keppler Country Value Updates 8-2023 Keppler Development Market Value Update 8-2023 Keppler Emerging Market Value Update Does it seem hard to keep up with it all? The numbers above provide us the important anchor of value. In a rapidly...
Keppler Quarterly Value Update – Summer 2023
One of the most important calculations I use in my portfolio balancing is Keppler's projection of KAM equally weighted World Index quarterly projection below. This gives me a feel for the movement of stock markets in the quarter ahead. Over the last year the trend of...
Pi Update 7-2023
Summer's here. It's hot and we are seeing huge changes in the big picture. Increased political and global diplomatic tensions and new disruptive technology, alterations in communications (such as the lost of faith in the printed word and photo) require additional...
Pi Update 6-2023
Summer's almost here and the Pi program that began in the summer of 2016 is nearing its eighth year in practice. You can see Keppler's Developed Country Strategy here: www.kamny.com/wp-content/uploads/DM_Update_2023-05-31-1.pdf You can see Keppler's Emerging Country...
Is the Cold War Warming?
Originally published in March 2021. Is the cold war returning, even more? We can see the future in the past and present, every that we look. Last week saw the 107th anniversary of a day that has had more impact in our lives than almost any other. July 28, 1914, was...
Keppler Value Update Spring 2023
What a wonderful time we live in! Every morning when I wake up on the right side of the grass, I give thanks and gratitude that I have been able to live through such incredible change. There is so much exciting good news. One good bit of information that arrived...
Global Market Value Review April 2023
What an incredible time we are privileged to live in. There are plenty of challenges yes, but haven't there always been? And we get to see and use and enjoy such incredible new tools such as AI. A lot of the current news suggests that AI can be dangerous... as have...
March 2023 Pi
The March 2023 Keppler Developed Market Strategy is at www.kamny.com/wp-content/uploads/DM_Update_2023-02-28.pdf The March 2023 Keppler Emerging Market Strategy is at www.kamny.com/wp-content/uploads/EM_Update_2023-02-28.pdf There is no change in the Keppler Developed...
Keppler February 2023 Country Selection Strategies
Here's the links for the Keppler Asset Management February 2023 Country Selection Strategies for the Developed and Emerging Markets Developed Markets Emerging Markets There has been no changes in the top value markets. The Top Value Developed Markets remain: ...
Search
Latest posts
Sort by Category
- Archives
- Catalog
- International Business
Pi – 9 – 23
Pi Update 8-2023
Keppler Quarterly Value Update – Summer 2023
Pi Update 7-2023
Pi Update 6-2023
Is the Cold War Warming?
Keppler Value Update Spring 2023
Global Market Value Review April 2023
March 2023 Pi
Keppler February 2023 Country Selection Strategies
Final Pi Update 2023
Pi and a Seasonal Note
