Posts by Andrew Stotz
Become a Better Investor Newsletter – 13 September 2025
Apple, Microsoft, and Nvidia are 17.5% of the US stock market. Energy is only 3% of the US stock market. Gold sets new records. Record jobs numbers revision. US$7 trillion on the sidelines.
Read MoreRare Photos and Fresh Stories: An Insider’s View of Deming’s World (Part 2)
Step into a treasure trove of rare stories, photos, and audio clips as Bill Scherkenbach shares his decades with Dr. Deming. From boardrooms to sleigh rides, discover the moments, minds, and memories that shaped modern quality thinking, told by someone who lived it. A powerful blend of insight, humor, and history you won’t want to miss.
Read MoreA. Stotz All Weather Strategies – August 2025
China and Gold outperformed. Performance review of our strategies in August 2025 – All Weather Inflation Guard gained 0.3%, All Weather Strategy gained 1.7%, All Weather Alpha Focus gained 3.3%.
Read MoreBecome a Better Investor Newsletter – 6 September 2025
Gold surpasses US$3,600/oz t. Central banks load up on gold. Diamonds are an investor’s nightmare. Russian gas to China instead of the West. The US makes the money.
Read MoreFrom Student to Colleague: An Insider’s View of Deming’s World (Part 1)
In this deeply personal episode, William Scherkenbach shares with host Andrew Stotz what it was like to sit in Deming’s classroom in 1972, join him for late-night chats at the Cosmos Club, and help ignite transformational change at Ford and GM.
Read MoreMy Worst Investment Ever August 2025
In August 2025, we published 4 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 30 August 2025
US stocks hit ATH valuation. Trump taking control of the Fed. Fed gives up its inflation target. Trump is going full Xi. US government spending at WW2 levels.
Read MoreEnrich Your Future Conclusion: Larry’s Timeless Guide to Smarter Investing
In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry’s new book, Enrich Your Future: The Keys to Successful Investing. In this series, they conclude the lessons from the book.
Read MoreThe Evolution of Key Performance Indicators (KPIs): From Concept to Cornerstone
This post shows how KPIs evolved from simple measures to strategy tools. You will see Rockart, the Balanced Scorecard, and OKRs. You will also see how AI in 2025 makes KPIs predictive for investors.
Read MoreThe Evolution of Key Performance Indicators (KPIs): From Concept to Cornerstone
Discover how Key Performance Indicators evolved from John F. Rockart’s 1979 concept to today’s AI-powered predictive analytics. This comprehensive guide traces the complete history of KPIs—from the Balanced Scorecard revolution to modern OKRs and 2025 investment applications. Learn how early pioneers transformed simple metrics into strategic management tools, and explore how artificial intelligence is reshaping KPIs for investors seeking data-driven insights.
Read More