Posts by Andrew Stotz
Become a Better Investor Newsletter – 14 June 2025
The TACO trade. EU might have some leverage on US. China is 50% of e-commerce. BoJ owns 52% of the gov’t debt. New BTC ATH.
Read MoreGetting Started with Quality as an Organizational Strategy: A Conversation with Cliff Norman and David Williams
Why would any leader choose to take on a transformation that requires rethinking how they lead, how their organization functions, and how they learn?
Read MoreA. Stotz All Weather Strategies – May 2025
Strong Equity rebound led by Developed Markets. Performance review of our strategies in May 2025 – All Weather Inflation Guard gained 1.2%, All Weather Strategy gained 3.2%, All Weather Alpha Focus gained 0.5%.
Read MoreBecome a Better Investor Newsletter – 7 June 2025
Printer goes Brrr again. US$ has weakened significantly. A 40% weaker US$ would eliminate the trade deficit. Vietnam’s Dong still weakens against the US$. Learn to code, they said.
Read MoreEnrich Your Future 33: The Market Doesn’t Care How Smart You Are
In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry’s new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 33: An Investor’s Worst Enemy.
Read MoreMy Worst Investment Ever May 2025
In May 2025, we published 8 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 31 May 2025
The TACO trade. EU might have some leverage on US. China is 50% of e-commerce. BoJ owns 52% of the gov’t debt. New BTC ATH.
Read MorePowerful Learning with PDSA: Path for Improvement (Part 8)
It’s time for PDSA (Plan-Do-Study-Act) Cycle 2 in John Dues’ journey to reduce chronic absenteeism in his schools. His team is using PDSA to quickly test ideas and learn on a small scale. Find out what happened and how PDSA can be a powerful tool for learning.
Read MoreBecome a Better Investor Newsletter – 24 May 2025
US inflation expectations through the roof. 5%+ UST yields are back. Money supply is growing again. New ATH for BTC. Lego beats luxury.
Read MoreEnrich Your Future 32: Trying to Beat the Market Is a Fool’s Errand
In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry’s new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 32: The Twenty-Dollar Bill.
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