Posts by Andrew Stotz
Become 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.
Read MoreKorea Was the Best Performer in Asia in 1Q26
Korea, Thailand, Taiwan, Hong Kong, and Malaysia were the only markets with a positive return in 1Q26. Korea was the strongest performer in USD and local terms.
Read MoreMy Worst Investment Ever March 2026
In March 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 – 28 March 2026
Commodity prices can go way higher. Food prices are likely to rise. Saudi Arabia is rerouting its oil. Is gold going to beat the bear?. Green energy deforests the Amazon.
Read MoreBecome a Better Investor Newsletter – 21 March 2026
Traditional correlations are breaking down. US inflation ticking up. Private credit doesn’t look good. Chinese home prices fall further. Non-green energy security.
Read MoreFitness Matters: A Deming Success Story (Part 4)
How do you run an offsite that actually changes performance — not just conversations? In this episode, Travis Timmons and Kelly Allan share with Andrew Stotz what happened during the Fitness Matters off-site.
Read MoreBecome a Better Investor Newsletter – 14 March 2026
Asia is the most dependent on Middle Eastern oil. Fertilizer stops with a closed Hormuz. Iran attacked Thai-flagged vessel. Private credit defaults continue to rise. Remember, free market capitalism is the only way.
Read MoreThe Courage to Not React
What do you do when a new data point drops—and all eyes turn to you? In this episode, John Dues and Andrew Stotz explore the leadership discipline required when performance data changes.
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