Posts by Andrew Stotz
A. Stotz All Weather Strategies – May 2025
Strong Equity rebound led by Developed Markets. Performance review of our strategies in May 2025 – All Weather Inflation Guard gained 1.2%, All Weather Strategy gained 3.2%, All Weather Alpha Focus gained 0.5%.
Read MoreBecome a Better Investor Newsletter – 7 June 2025
Printer goes Brrr again. US$ has weakened significantly. A 40% weaker US$ would eliminate the trade deficit. Vietnam’s Dong still weakens against the US$. Learn to code, they said.
Read MoreEnrich Your Future 33: The Market Doesn’t Care How Smart You Are
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 33: An Investor’s Worst Enemy.
Read MoreMy Worst Investment Ever May 2025
In May 2025, we published 8 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 31 May 2025
The TACO trade. EU might have some leverage on US. China is 50% of e-commerce. BoJ owns 52% of the gov’t debt. New BTC ATH.
Read MorePowerful Learning with PDSA: Path for Improvement (Part 8)
It’s time for PDSA (Plan-Do-Study-Act) Cycle 2 in John Dues’ journey to reduce chronic absenteeism in his schools. His team is using PDSA to quickly test ideas and learn on a small scale. Find out what happened and how PDSA can be a powerful tool for learning.
Read MoreBecome a Better Investor Newsletter – 24 May 2025
US inflation expectations through the roof. 5%+ UST yields are back. Money supply is growing again. New ATH for BTC. Lego beats luxury.
Read MoreEnrich Your Future 32: Trying to Beat the Market Is a Fool’s Errand
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 32: The Twenty-Dollar Bill.
Read MoreBecome 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.
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