Posts by Andrew Stotz
My Worst Investment Ever June 2024
In June 2024, we published 4 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreTaiwan Was the Best Performer in Asia in 1H24
Asian markets were up in 1H24 except for Philippines, Hong Kong, Indonesia and Thailand in local currencies. Taiwan was the strongest performer in USD and local terms.
Read MoreBecome a Better Investor Newsletter – 29 June 2024
Inflation might be higher than we think. Higher inflation can lead to greater efficiency. US Treasuries send worrying signals. Julian Assange is free. Hillary Clinton proposed to drone Assange.
Read MoreEnrich Your Future 02: How Markets Set Prices
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 02: How Markets Set Prices.
Read MoreBecome a Better Investor Newsletter – 22 June 2024
US retail sales are weak. Foreigners hold less US debt. A house might not be the investment it once was. India to add a lot of coal power. Asia is big in important metals.
Read MoreGoal Setting Is Often An Act of Desperation: Part 5
In this episode, John Dues and Andrew Stotz apply lessons five through seven of the 10 Key Lessons for implementing Deming in classrooms. They continue using Jessica’s fourth-grade science class as an example to illustrate the concepts in action.
Read MoreBecome a Better Investor Newsletter – 15 June 2024
Fed keeps rate unchanged. Invest like the US Congress. India appears pretty expensive. The Canadian real estate bubble. Flying is back.
Read MoreEnrich Your Future 01: The Determinants of the Risk and Return of Stocks and Bonds
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 01: The Determinants of the Risk and Return of Stocks and Bonds.
Read MoreA. 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.
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