Posts by Andrew Stotz
A New Lens with Balaji Reddie (Part 4)
What if better management starts with seeing connections that were there all along? In this conversation, Balaji Reddie and Andrew Stotz unpack one of the most powerful and overlooked ideas in management: that everything is connected.
Read MoreA. Stotz All Weather Strategies – June 2026
Performance review of our strategies in June 2026 – All Weather Inflation Guard gained 0.7%, All Weather Strategy gained 0.8%, All Weather Alpha Focus gained 0.7%.
Read MoreA New Lens with Balaji Reddie (Part 3)
In this episode, Deming educator Balaji Reddie reveals the practices that are hiding in plain sight within most organizations. Practices that feel normal. That get celebrated. And that quietly undermine everything you’re building.
Read MoreKorea Was the Best Performer in Asia in 1H26
Malaysia, Hong Kong, India, China and Indonesia were the only markets with a negative return in 1H26. Korea was the strongest performer in USD and local terms.
Read MoreA New Lens with Balaji Reddie (Part 2)
In this episode, educator and Deming practitioner Balaji Reddie explains why W. Edwards Deming was far more practical about leadership than many people realize. Drawing on both The New Economics and Out of the Crisis, Balaji shares stories and examples that bring Deming’s 17 principles of leadership to life.
Read MoreBecome a Better Investor Newsletter – 20 June 2026
Fed dot plot signals a rate hike in 2026. Record number of central banks plan to buy gold. Tech outperformance surpasses the dot-com era. US gas now a cornerstone of Europe’s energy mix. Korean exports suggest semis still have room to run.
Read MoreWhat Deming Knew That Your Dashboard Doesn’t
Why do more pressure, more meetings, and more accountability so often produce the same outcomes? John Dues and Andrew Stotz explore Deming’s overlooked insight that results are created by systems — not effort alone.
Read MoreBecome a Better Investor Newsletter – 13 June 2026
US airline fuel costs surge 78%. Apple now trades at 10x sales for the first time. LLM token spending stalling near cycle highs. Hot IPOs are typically a bad deal. Stock-bond correlation at its highest since 1999.
Read MoreA. 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.
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