Posts by Andrew Stotz
ISMS 17: Larry Swedroe – Do You Project Recent Trends Indefinitely Into the Future?
In this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss a chapter of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this second episode of the series, they talk about mistake number two: Do you project recent trends indefinitely into the future?
Read MoreCan FedEx Hit $300 Again?
What’s interesting about FedEx is that its margin is half of its main competitor UPS.
Read MoreISMS 16: Top 5 EM Country Interest Rates – Normal China Yield Curve
Emerging Countries – China and Russia with stable rates, LT rates up only slightly, yield curve inversion less severe except Russia.
Read MoreBecome a Better Investor Newsletter – 15 April 2023
The market doesn’t believe the Fed. Gold surpasses US$2,000/oz t. Central banks seem to like gold again. Surprise oil production cuts. War is also business (unfortunately).
Read MoreConfusion vs Clarity: Deming in Schools Case Study (Part 1)
In this new series on applying Deming to education, Andrew talks with John Dues, Chief Learning Officer at United Schools Network and long-time Deming practitioner. This is the first in a series of 12 episodes using John’s school system as a case study for applying Deming in education.
Read MoreISMS 15: Top 5 DM Country Interest Rates – Steep US Inversion
Developed Countries – Vast DM Country increases in ST and LT rates, Japan stays an outlier, US looks worst based on yield curve inversion.
Read MoreA. Stotz All Weather Strategies – March 2023
Markets rebounded, and gold was the best asset class. Performance review of our strategies in March 2023 – All Weather Inflation Guard was up 0.1%, All Weather Strategy was up 2.2%, All Weather Alpha Focus was up 0.8%. Global outlook that guides our asset allocation.
Read MoreISMS 14: Regional Interest Rates – Low in Asia, Egypt and Frontiers on Fire
Developed Market Regions – ST rates about to peak, LT rates are falling, inverted yield curve in DM Americas and Europe widened. Emerging Market Regions – Massive ST rate hikes in ME&A and Frontier, LT rates more stable, no yield curve inversion in Asia.
Read MoreISMS 13: Global Interest Rates – Hikes Slow, Inversion Signals Recession
World – End of DM ST rate rise, inverted yield curves remain, high rates in EM.
Read MoreBecome a Better Investor Newsletter – 8 April 2023
The market doesn’t believe the Fed. Gold surpasses US$2,000/oz t. Central banks seem to like gold again. Surprise oil production cuts. War is also business (unfortunately).
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