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Posts by Andrew Stotz

Get Off Of My Cloud: Awaken Your Inner Deming (Part 16)

“The Cloud” is a metaphor for the top level of corporate authority – the CEO, CFO, CTO and maybe some Vice President positions. And if you’re trying to transform an organization, your ideas need to penetrate the Cloud – but how? In this episode, Bill Bellows and host Andrew Stotz talk about influencing others with the aim of transformation.

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ISMS 40: Larry Swedroe – Market vs. Hedge Fund Managers’ Efficiency

In this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this series, they discuss mistake 30: Do You Fail to Understand the Tyranny of the Efficiency of the Market? And mistake 31: Do You Believe Hedge Fund Managers Deliver Superior Performance?

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ISMS 39: Larry Swedroe – Don’t Choose a Fund by Its Descriptive Name

In this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this series, they discuss mistake number 28: Do You Fail to Compare Your Funds to Proper Benchmarks? And mistake 29: Do You Believe Active Management Is a Winner’s Game in Inefficient Markets?

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A. Stotz All Weather Strategies – February 2024

Continued strong equity performance and weak bonds. Performance review of our strategies in February 2024 – All Weather Inflation Guard gained 0.5%, All Weather Strategy gained 3.9%, All Weather Alpha Focus gained 3.1%. Global outlook that guides our asset allocation.

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