Posts by Andrew Stotz
A. Stotz All Weather Strategies – May 2024
Strong stock rebound led by US and Developed Europe. Performance review of our strategies in May 2024 – All Weather Inflation Guard gained 1.2%, All Weather Strategy gained 1.6%, All Weather Alpha Focus gained 1.3%.
Read MoreBecome a Better Investor Newsletter – 8 June 2024
Bond/Gold ratio signals global financial weakness. Nvidia gains US$1trn+ and overtakes Apple. China dumps US Treasuries for Gold. Buffett likes US Treasuries, though. US$9trn of US gov’t debt maturing soon.
Read MoreHow to Test for Understanding: Awaken Your Inner Deming (Part 22)
How do you know that the learning you and your colleagues are doing is leading to changes in behavior? In this episode, Bill and Andrew discuss little tests you can do to see if the transformation you’re working toward is really happening.
Read MoreMy Worst Investment Ever May 2024
In May 2024, we published 4 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 1 June 2024
Tough times for small US businesses. Asset managers don’t expect a recession. China drives copper demand. Oil and gas are here to stay. Nvidia dominates the data center compute market.
Read MoreTransparency Among Friends: Awaken Your Inner Deming (Part 21)
How can you make lasting change at your organization? Recruit your friends! In this discussion, Bill Bellows lays out his experience recruiting and working with a small group to make big changes in a large company.
Read MoreBecome a Better Investor Newsletter – 25 May 2024
US gov’t debt service to exceed S&P profits in 2025. Gold hits another ATH. 70%+ investment advisors allocate <1% to gold. Nvidia hits US$2.5trn market cap. Real ESG progress in the US.
Read MoreGoal Setting Is Often An Act of Desperation: Part 4
Can a 4th grade class decide on an operational definition of “joy in learning”? In part 4 of this series, educator John Dues and host Andrew Stotz discuss a real-world example of applying Deming in a classroom. This episode covers the first part of the story, with more to come in future episodes!
Read MoreBecome a Better Investor Newsletter – 18 May 2024
China replaces UST with gold. Meme stonks redux. Electricity inflation is the highest in 40 years. US small cap debt coming due. Magical PE vol.
Read MoreSystem of Profound Wisdom: Awaken Your Inner Deming (Part 20)
Dr. Deming developed his philosophy over time and in conversations with others, not in isolation. As learners, we tend to forget that context, but it’s important to remember because no one implements Deming in isolation, either. In this conversation, Bill Bellows and host Andrew Stotz discuss how there’s no such thing as a purely Deming organization and why that’s good.
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