Posts by Andrew Stotz
Become a Better Investor Newsletter – 29 November 2025
AI spending is low. The world is going off the US$. Retail drives US stock trading. China sees a decline in investments. Japan is stuck between a rock and a hard place.
Read MoreWhat is “Profound Knowledge”? An Insider’s View of Deming’s World (Part 4)
Ever wondered what Dr. Deming really meant by “profound knowledge” — and how it can still transform your work today? In this conversation, Bill Scherkenbach shares with host Andrew Stotz lessons from Dr. W. Edwards Deming on profound knowledge, systems thinking, and why “knowledge without action is useless, and action without knowledge is dangerous.”
Read MoreBecome a Better Investor Newsletter – 22 November 2025
Commodities appear cheap again. Japan’s gov’t bond yield shoots up. Investors don’t sit on much dry powder. EVs are just 4% of cars on the road. AI now creates more content than humans.
Read MoreA Smarter Way to Set Goals
Are you looking for smarter, more sustainable improvements? In this episode, John Dues joins Andrew Stotz to challenge the way schools – and businesses – set goals. Instead of chasing stretch targets that often frustrate teachers and students alike, John shows how to use data and systems thinking to create real improvement.
Read MoreBecome a Better Investor Newsletter – 15 November 2025
China is more indebted than the US. The US middle class is shrinking. US housing is becoming increasingly unaffordable. The most hated rally ever?. Gold has rebounded.
Read MoreA. Stotz All Weather Strategies – October 2025
APAC ex JP, CN equity, and Gold outperformed. Performance review of our strategies in October 2025 – All Weather Inflation Guard gained 1.3%, All Weather Strategy gained 2.9%, All Weather Alpha Focus lost 1.0%.
Read MoreBecome a Better Investor Newsletter – 8 November 2025
60% of stock markets have reached ATH. High market concentration has been bad. Emerging markets benefit from a weak US$. Oracle’s default risk surges. High-investment companies underperform.
Read MoreMy Worst Investment Ever October 2025
In October 2025, we published 1 new episode of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 1 November 2025
Time is money. Just 3% of stocks generate wealth. 8% of S&P 500 accounts for 47% of the market cap. Shorter lifespans for S&P 500 companies. Most investors still shun gold.
Read MoreBecome 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.
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