Posts by Andrew Stotz
Become 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.
Read MoreBecome a Better Investor Newsletter – 18 October 2025
Recession risk remains low. Gold sets new ATH. The gold trade is getting crowded (or is it?). Debt service surpasses US defense. No rare-earths = no defense.
Read MoreDr. Deming’s Advice to Educators: Crazy Simple Education (Part 1)
What if learning could feel like a team sport instead of a pressure test? Lyle “Lee” Jenkins, PhD., a longtime educator, shares how a chance encounter led him to a Deming conference specifically for educators in 1992, which transformed his thinking.
Read MoreBecome a Better Investor Newsletter – 11 October 2025
AI drives US GDP. Fund managers say the US is overvalued. The AI bubble explained. Gold surpasses US$4,000/oz t. Remember, gold stores value.
Read MoreThe Eightfold Path of Investing
The Eightfold Path of Investing: 1. Right Understanding, 2. Right Thought, 3. Right Speech, 4. Right Action, 5. Right Livelihood, 6. Right Effort, 7. Right Mindfulness, and 8. Right Concentration.
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