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Posts by Andrew Stotz

COVID Risk Factors Are Diabetes, Fear, and Age

Recent research in Preventing Chronic Disease: Underlying Medical Conditions and Severe Illness Among 540,667 Adults Hospitalized With COVID-19, March 2020–March 2021 by Kompaniyets L, Pennington AF, Goodman AB, Rosenblum HG, Belay B, Ko JY, et al.

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Invest Now or Wait for a Stock Market Crash?

The US stock market is exceptionally high, but Investors think the market will do well over the long term. Buying stocks at this level of valuation has led to losses and low interest rates can’t help this market much more. A re-rating drove the recent strong performance, expect 3%, not 16% per year over the next 5 years.

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A. Stotz All Weather Strategy – August 2021

All Weather Strategy: The strategy outperformed the traditional 60/40 portfolio in the past three months. Central banks let recovering Western economies run hot. Commodities to benefit from Western and Chinese recovery. We keep our target allocations unchanged.

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