Posts by Andrew Stotz
Become a Better Investor Newsletter – 25 October 2025
The Internet broke. Gold sees record price fall. Institutional gold demand to remain strong. Fundamentally driven return of Mag 7. Tough times for active managers.
Read MoreBecome a Better Investor Newsletter – 18 October 2025
Recession risk remains low. Gold sets new ATH. The gold trade is getting crowded (or is it?). Debt service surpasses US defense. No rare-earths = no defense.
Read MoreDr. Deming’s Advice to Educators: Crazy Simple Education (Part 1)
What if learning could feel like a team sport instead of a pressure test? Lyle “Lee” Jenkins, PhD., a longtime educator, shares how a chance encounter led him to a Deming conference specifically for educators in 1992, which transformed his thinking.
Read MoreBecome a Better Investor Newsletter – 11 October 2025
AI drives US GDP. Fund managers say the US is overvalued. The AI bubble explained. Gold surpasses US$4,000/oz t. Remember, gold stores value.
Read MoreThe Eightfold Path of Investing
The Eightfold Path of Investing: 1. Right Understanding, 2. Right Thought, 3. Right Speech, 4. Right Action, 5. Right Livelihood, 6. Right Effort, 7. Right Mindfulness, and 8. Right Concentration.
Read MoreThe 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.
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