Posts by Andrew Stotz
A. 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.”
Read MoreBecome a Better Investor Newsletter – 2 May 2026
UAE exits OPEC after 59 years. Iran war chokes global fertilizer supply. Bear markets are buying opportunities. EV adoption remains uneven globally. Gold’s historic decoupling from real rates.
Read MoreMy Worst Investment Ever April 2026
In April 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 – 25 April 2026
Trump extends the US ceasefire with Iran. China is still stockpiling gold. Strong 10-day rallies are bullish. US Gov’t to start refunding US$166bn in tariffs. Moody’s upgrades Thailand’s credit outlook.
Read MoreBecome a Better Investor Newsletter – 18 April 2026
The US blockade of Hormuz tightens. Amazon’s exponential capex binge. US consumer sentiment hits a 74-year low. While America sells, China buys. The average person today lives better than yesterday’s kings.
Read MoreBecome a Better Investor Newsletter – 11 April 2026
Trump announces ceasefire with Iran. Japanese government bond yields are OFF THE CHARTS. Berkshire’s war chest: US$373 bn of cash and Treasury bills. President Trump’s other inflation headache is beef. Most people think oil = petrol.
Read MoreA. Stotz All Weather Strategies – March 2026
Latin America and Commodities outperformed. Performance review of our strategies in March 2026 – All Weather Inflation Guard fell 0.9%, All Weather Strategy fell 0.9%, All Weather Alpha Focus fell 0.8%.
Read MoreBecome a Better Investor Newsletter – 4 April 2026
Energy is on a tear. The Strait of Hormuz doesn’t just move oil. Foreigners are dumping Asian stocks. Stagflation risk has increased. Foreigners own less US Treasuries.
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