Posts by Andrew Stotz
Become 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.
Read MoreA New Lens with Balaji Reddie (Part 1)
What if the problem isn’t your strategy, your people, or your tools, but the lens you’re looking through? In this first conversation with Andrew Stotz, quality educator Balaji Reddie explains why so many organizations chase Deming’s 14 Points and prizes but miss the philosophy underneath.
Read MoreMy Worst Investment Ever May 2026
In May 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 – 30 May 2026
Micron hits US$1trn at record speed. Argentina’s on track to producing 70% more oil. HK overtakes Switzerland as the world’s wealth hub. Emerging markets are outperforming the S&P 500. US food prices are re-accelerating.
Read MoreBecome a Better Investor Newsletter – 23 May 2026
The semiconductor price shock brewing in Asia. Gulf oil exports bypassing the Strait of Hormuz. Midterm elections historically mean a rough summer for the S&P 500. US inflation to exceed 5% by November midterms. The Fed may change how it measures inflation.
Read MoreBecome a Better Investor Newsletter – 16 May 2026
Nasdaq’s historic melt-up. US inflation is back. Korean DRAM prices hit a record US$64,000/kg. Copper hits a new record high. Japan’s 10-year yield hits a 29-year high.
Read MoreA. Stotz All Weather Strategies – April 2026
Performance review of our strategies in April 2026 – All Weather Inflation Guard gained 2.8%, All Weather Strategy gained 6.9%, All Weather Alpha Focus gained 6.8%.
Read MoreBecome a Better Investor Newsletter – 9 May 2026
Taiwan and Korea add US$4.6 trillion in AI surge. Anthropic’s pre-IPO valuation hits US$1.2 trillion. The airline industry hits a fuel wall. Oil inventories heading for operational stress. Nonmonetary gold is surging as America’s top export.
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