Posts by Andrew Stotz
Become a Better Investor Newsletter – 23 September 2023
Fed screws the middle class. Small caps are getting crushed. ECB hikes another 0.25%. Chinese real estate is the largest asset class. The end of free trade?
Read MoreUnleashing Hidden Powers for Improvement: Role of a Manager in Education (Part 7)
David and Andrew discuss the three types of power that leaders have: authority, knowledge, and persuasion. David also explains where the current style of “command and control” management comes from and what a nearly failed family vacation can tell us about power.
Read MoreBecome a Better Investor Newsletter – 16 September 2023
Low expectations on China. Long big tech, short China. Apple still relies on China. US CPI rebounded in August. German bankruptcies on the rise.
Read MoreSeeing Through New Eyes: Awaken Your Inner Deming (Part 7)
Learning Deming is like seeing the world through a different lens. In this episode, Bill Bellows uses various examples to show us how powerful that new vision can be.
Read MoreISMS 30: Larry Swedroe – Do You Believe Your Fortune Is in the Stars or Rely on Misleading Information?
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 tenth series, they discuss mistake number 18: Do you believe your fortune is in the stars? And mistake number 19: Do you rely on misleading information?
Read MoreA. Stotz All Weather Strategies – August 2023
Only Japan was up; our bond allocations did well. Performance review of our strategies in August 2023 – All Weather Inflation Guard was down 0.2%, All Weather Strategy was down 1.8%, All Weather Alpha Focus was down 1.8%. Global outlook that guides our asset allocation. New weights of our strategies.
Read MoreBecome a Better Investor Newsletter – 9 September 2023
Housing is quite affordable in the US. US gov’t spending continues. China is no longer no.1 in US imports. China has cut UST holdings by 35%. Brazil is back.
Read MoreGoing Beyond Good: Awaken Your Inner Deming (Part 6)
If something is “good” is that good enough? Who decides? In this episode, Bill and Andrew discuss how people define “good,” what interchangeability has to do with morale, and the problem with a “merit-based” culture. Bonus: Learn how Americans became the first to use the French idea of interchangeable parts in manufacturing.
Read MoreMy Worst Investment Ever August 2023
In August 2023, we published 9 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 2 September 2023
There’ll be no US recession. CRE is not doing well. Credit card delinquency at 30-year high. China’s private debt may have peaked. Chinese gov’t stimulates stock trading.
Read More