Posts by Andrew Stotz
Become a Better Investor Newsletter – 17 May 2025
Socialism sucks. 50% drawdowns are common. The UST yield challenge. Time for Emerging markets?. The illusion of choice.
Read MoreDon’t Be Limited by Quality Management: Misunderstanding Quality (Part 13)
How does “quality” apply in all areas of an organization? In this final episode of the Misunderstanding Quality series, Bill Bellows and host Andrew Stotz discuss lessons from the first twelve episodes, and the big ah-ha moments that happen when we stop limiting our thinking.
Read MoreA. Stotz All Weather Strategies – April 2025
Increased uncertainty continued to drive up the Gold price. Performance review of our strategies in April 2025 – All Weather Inflation Guard gained 0.4%, All Weather Strategy lost 0.6%, All Weather Alpha Focus gained 1.0%.
Read MoreBecome a Better Investor Newsletter – 10 May 2025
Buffett steps down as CEO. 100 years without return. China’s coal power is massive. China, Japan, Korea, and ASEAN team up. Gold to surpass US$4,000/oz t?.
Read MoreEnrich Your Future 31: Risk vs. Uncertainty: The Investor’s Blind Spot
In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry’s new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 31: The Uncertainty of Investing.
Read MoreBecome a Better Investor Newsletter – 3 May 2025
Gold hits new ATH. Gold has beaten the S&P 500. The Economist’s 360 on US$. US oil production is down. NVIDIA hit by export restrictions.
Read MoreEnrich Your Future 30: The Hidden Cost of Chasing Dividend Stocks
In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry’s new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 30: The Economically Irrational Investor Preference for Dividend-Paying Stocks.
Read MoreMy Worst Investment Ever April 2025
In April 2025, we published 7 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 26 April 2025
Hard landing incoming. Private equity wants out. US bond yields rise again. Gold hits another ATH. Shitcoin holders get presidential dinner.
Read MoreDo Specification Limits Limit Improvement? Misunderstanding Quality (Part 12)
Are your specification limits holding you back from improving your products and services? Should you throw out specifications? What does Stephen Hawking have to do with it? In this episode, Bill Bellows and host Andrew Stotz discuss specifications and variation.
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