Learning that drives better investment decisions

“Woulda, Coulda, Shoulda” — Learn to Separate Fact from Opinion

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Andrew Stotz interprets the CFA Ethics and Standards of Professional Conduct. Separate fact from opinion to clarify the value you add. Separate fact from opinion, so readers understand that the future is uncertain. Avoid this problem by replacing certainty verbs like “will” and “must”; with “would,” “could,” “should.”

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7 Fatal Mistakes MBA Students Make in Startup Business Case Presentations

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I have had the unique pleasure of serving as judge, juror, and, occasionally, as executioner for many business case competitions. During my tenure in these roles, I’ve noticed over the years a couple of mistakes that MBA students consistently make. I wanted to highlight the top 7 here and provide some methods for avoiding them.

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Free Live Events with Andrew Stotz in Bangkok Week of 19 February 2018

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Live Event: During the week of February 19, Andrew Stotz will have five events in Bangkok. All events are free to attend and we invite you to join us!

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The Fifth Beatle of Bull Markets

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In our Top 5 this week, we look at issues with one-year investment performance data, history’s least-known bull market, and the bond market’s broken record pundits. All this and more…

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Deflation Has Been Rare in the US Since 1964

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Chart of the Day: US has only had deflation in 2% of months since 1964. First, following the Global Financial Crisis and the second period of deflation followed the oil price drop that began in late 2014.

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Japan Shows That Long-Term Deflation Is Bad for the Stock Market

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Chart of the Day: Japan’s economy recovered and boomed after WWII until the early 1990s. It was during part of this boom that the country experienced its high-inflation periods. Japan shows that long-term deflation is bad for stock market returns.

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Philippines Has the Highest Gearing in Asia

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Chart of the Day: Philippines had the highest gearing and the only country above 100%. Taiwan’s low gearing is partly explained by about 50% of total market cap is Info Tech companies, which usually have much cash.

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China Trades Below the World on PB but Offers Same ROE

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Chart of the Day: Indonesia is most expensive on PB in Asia, followed by India. They also have the highest ROE. China A trades below the World but offers ROE that is in line.

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Free Live Events with Andrew Stotz in Bangkok Week of 12 February 2018

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Live Event: During the week of February 12, Andrew Stotz will have five events in Bangkok. All events are free to attend and we invite you to join us!

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Losing Money Together Is Still Losing Money

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In our Top 5 this week, we look at who is behind the demise of active investing, reveal how pension funds generate returns, and imagine the next bear market. All this and more…

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