Posts by Andrew Stotz
Become a Better Investor Newsletter – 18 January 2025
US budget deficit up 39%. Number goes up. Hard for the US to stay decoupled. Treasuries instead of real estate. Indian Rupee hits ATL.
Read MoreMoving Productivity Forward: Boosting Lean with Deming (Part 7)
In the final episode of the series, Jacob Stoller and Andrew Stotz discuss the difference between typical companies using traditional management and more successful Deming-style companies. If productivity and performance are so much better, why do companies stick with traditional management?
Read MoreA. Stotz All Weather Strategies – December 2024
Tough end of the year. Performance review of our strategies in December 2024 – All Weather Inflation Guard fell 2.3%, All Weather Strategy fell 1.0%, All Weather Alpha Focus fell 3.9%.
Read MoreBecome a Better Investor Newsletter – 11 January 2025
FB loosens censorship. Greenland to become the 51st state. S&P 500 to gain 12% in 2025. China 10Y yield crashes. US 10Y yield rockets.
Read MoreWorse Than a Thief: Misunderstanding Quality (Part 9)
Join Bill Bellows and Andrew Stotz as they discuss what actions (or inactions) make us worse than thieves and how that relates to expiration dates, and acceptability vs desirability. Plus, stories about job swapping, Achieving Competitive Excellence, and birthdays.
Read MoreBecome a Better Investor Newsletter – 4 January 2025
The world is better. Concentrated S&P 500 performance. US$ is massively overvalued. EU regulates. Keep investing simple.
Read MoreDefine the Problem: Path for Improvement (Part 5)
Before you start solving a problem, you need to know what, precisely, you’re trying to solve. In this episode, John Dues and Andrew Stotz talk about how to figure out the problem on which you will focus your team’s efforts.
Read MoreTaiwan Was the Best Performer in Asia in 2024
Taiwan, Singapore, China, Malaysia, India and Philippines were the only markets with a positive return in 2024. Taiwan was the strongest performer in USD and local terms.
Read MoreMy Worst Investment Ever December 2024
In December 2024, we published 3 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 28 December 2024
Small caps continue to underperform. Russia uses BTC to get around sanctions. EU has imported a lot of Russian fossils. Inflation matters. Diamonds don’t store value.
Read More