Posts by Andrew Stotz
Become 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.
Read MoreA. Stotz All Weather Strategies – February 2026
Asia Pacific ex Japan ex China, and Emerging Markets ex China drove outperformance. Performance review of our strategies in February 2026 – All Weather Inflation Guard gained 1.1%, All Weather Strategy gained 3.2%, All Weather Alpha Focus gained 6.4%.
Read MoreBecome a Better Investor Newsletter – 7 March 2026
Thailand and Korea hit by rising oil prices. Some Asian markets have very low oil reserves. Hormuz isn’t just about oil. Oil prices above US$100/bbl correct themselves. BYD sees massive sales drop.
Read MoreMy Worst Investment Ever February 2026
In February 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 February 2026
66% of S&P 500 stocks are outperforming. EM earnings estimates are rising the fastest. 84% of people have never used AI. Non-US equity funds saw US$17bn in inflows last week. When to buy the dip.
Read MoreFitness Matters: A Deming Success Story (Part 3)
How do you design a team off-site that actually improves your organization? In this episode, Travis Timmons breaks down the mechanics of a Deming-styled off-site team meeting—from starting months early and setting a clear aim to using pre-work, fishbone diagrams, and PDSAs to drive real change.
Read MoreBecome a Better Investor Newsletter – 21 February 2026
No central bank gold-buying frenzy. Bond yields are expected to go higher. Lower diversification benefits from bonds. China ramps up trade with Latin America. Sector performance depends on the business cycle.
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