Posts by Andrew Stotz
The Four Noble Truths of Investing
The Four Noble Truths of Investing: 1. The Truth of Suffering, 2. The Truth of the Origin of Suffering, 3. The Truth of the Cessation of Suffering, and 4. The Truth of the Path to the Cessation of Suffering.
Read MoreA. Stotz All Weather Strategies – September 2025
Gold had an exceptional month. Performance review of our strategies in September 2025 – All Weather Inflation Guard gained 0.4%, All Weather Strategy gained 6.3%, All Weather Alpha Focus gained 5.9%.
Read MoreBecome a Better Investor Newsletter – 4 October 2025
Global debt hits a new ATH. Gold hits new ATH. Silver nearing ATH. NVIDIA market cap surpasses US$4.5trn. There are more PE funds than Micky Ds.
Read MoreA Leadership Playbook: An Insider’s View of Deming’s World (Part 3)
Great leaders know there’s no one-size-fits-all formula. In this episode, Bill Scherkenbach and Andrew Stotz discuss practical lessons on how to connect with people on physical, logical, and emotional levels to truly get things done. Discover why balancing “me” and “we” is the secret to lasting results—and why empathy might be your most powerful leadership tool.
Read MoreKorea Was the Best Performer in Asia in 9M25
Asian markets were up in 9M2025 except for Malaysia, Thailand, Philippines, and Indonesia in local currencies. Korea was the strongest performer in USD terms, and Vietnam was the strongest performer in local currencies.
Read MoreMy Worst Investment Ever September 2025
In September 2025, we published 1 new episode of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 27 September 2025
Gold demand continues to surge. Gold has its best year since 1979. 39% of fund managers have no gold. S&P 500 FCF yield at 2008 levels. It’s about time in the market.
Read MoreMaking Data Work for You
What is your data trying to tell you? In this episode, John Dues talks to Andrew Stotz about why most leaders misread data, overreact to single results, and miss the real story. Discover how Deming thinking exposes when change is truly happening and how to use a process behavior chart to listen to the real story.
Read MoreBecome a Better Investor Newsletter – 20 September 2025
Gold miners’ operational leverage. Inflation is a monetary phenomenon. The rich drive consumption. US$1.2trn in interest. Risk of US recession rises.
Read MoreA Deming Approach to Real Estate
Discover how Andy Novins turns business challenges into big wins! Andy shares with host Andrew Stotz how he uses Deming strategies to outsmart competitors, watch for market shifts, and win loyal clients in one of the toughest industries around.
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