Posts by Andrew Stotz
A. Stotz All Weather Strategies – May 2026
Performance review of our strategies in May 2026 – All Weather Inflation Guard gained 1.3%, All Weather Strategy gained 2.6%, All Weather Alpha Focus gained 3.7%.
Read MoreBecome a Better Investor Newsletter – 6 June 2026
Asian rice prices surge due to Iran war. Oil-importing nations are dumping US Treasuries. US manufacturing expands for a fifth straight month. Exxon warns oil could hit US$150+/bbl. Korea’s export growth hits a four-decade high.
Read MoreA New Lens with Balaji Reddie (Part 1)
What if the problem isn’t your strategy, your people, or your tools, but the lens you’re looking through? In this first conversation with Andrew Stotz, quality educator Balaji Reddie explains why so many organizations chase Deming’s 14 Points and prizes but miss the philosophy underneath.
Read MoreMy Worst Investment Ever May 2026
In May 2026, we published 1 new episode of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 30 May 2026
Micron hits US$1trn at record speed. Argentina’s on track to producing 70% more oil. HK overtakes Switzerland as the world’s wealth hub. Emerging markets are outperforming the S&P 500. US food prices are re-accelerating.
Read MoreBecome a Better Investor Newsletter – 23 May 2026
The semiconductor price shock brewing in Asia. Gulf oil exports bypassing the Strait of Hormuz. Midterm elections historically mean a rough summer for the S&P 500. US inflation to exceed 5% by November midterms. The Fed may change how it measures inflation.
Read MoreBecome a Better Investor Newsletter – 16 May 2026
Nasdaq’s historic melt-up. US inflation is back. Korean DRAM prices hit a record US$64,000/kg. Copper hits a new record high. Japan’s 10-year yield hits a 29-year high.
Read MoreA. Stotz All Weather Strategies – April 2026
Performance review of our strategies in April 2026 – All Weather Inflation Guard gained 2.8%, All Weather Strategy gained 6.9%, All Weather Alpha Focus gained 6.8%.
Read MoreBecome a Better Investor Newsletter – 9 May 2026
Taiwan and Korea add US$4.6 trillion in AI surge. Anthropic’s pre-IPO valuation hits US$1.2 trillion. The airline industry hits a fuel wall. Oil inventories heading for operational stress. Nonmonetary gold is surging as America’s top export.
Read MoreWhy Commissions Didn’t Fix Our Sales Problem
What if your sales problem isn’t your people — but the system they’re stuck in? In this episode, they walk through what changed, what didn’t work at first, and why the biggest shift wasn’t the system — it was the psychology. If you’ve ever felt stuck trying to fix your salespeople, this will change how you think about it.
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