Posts by Andrew Stotz
A. Stotz All Weather Strategies – April 2023
Markets rebounded, and gold was the best asset class. Performance review of our strategies in April 2023 – All Weather Inflation Guard was up 0.2%, All Weather Strategy was up 1.0%, All Weather Alpha Focus was up 1.1%. Global outlook that guides our asset allocation.
Read MoreBecome a Better Investor Newsletter – 6 May 2023
Another 0.25% hike from Fed. JPMorgan is gobbling up failed banks. Blackrock–an extended arm of the US gov’t. US bonds are still below their peak. Buy now, pay later for groceries.
Read MoreApplying SoPK: Deming in Schools Case Study (Part 2)
Most people come into education familiar with classroom management and curriculum, but the concept of Profound Knowledge changes the way you view the entire field and your part in it. In the second episode of the Deming in Schools Case Study, Andrew and John talk about applying the System of Profound Knowledge to education.
Read MoreISMS 21: CPI Collapsing Across the Globe
Will the global CPI slowdown continue?
Read MoreMy Worst Investment Ever April 2023
In April 2023, we published 22 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreISMS 20: Larry Swedroe – Do You Extrapolate From Small Samples and Trust Your Intuition?
In this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this third episode, they talk about mistake number three: Do you believe events are more predictable after the fact than before? And mistake number four: Do you extrapolate from small samples and trust your intuition?
Read MoreBecome a Better Investor Newsletter – 29 April 2023
Yield curve dynamics. Overcrowded China reopening trade. Gold has outperformed miners. Solar energy waste. China bets on nuclear.
Read MoreFrom Taguchi to Deming: Awaken Your Inner Deming (Part 1)
In this, the first in a series of episodes on Awakening Your Inner Deming, Andrew talks with Dr. Bill Bellows about his journey. He started with Taguchi, read his way through other quality “gurus”, and finally found Deming in unexpected places – solving big problems in space shuttles along the way!
Read MoreISMS 19: 5% March 2023 CPI Could Fall to 4% By Year-End; If Oil Doesn’t Fly
An oil price surge would push end-2023 slightly higher than 4%, but only slightly because it takes a few months for an oil price rise to impact CPI. A US recession could quickly bring CPI below 4%.
Read MoreISMS 18: Dave Collum – What Makes Your Investments Good or Bad
In this episode of Investment Strategy Made Simple (ISMS), Dave joins Andrew again as he shares more about his good and bad investments, among other things.
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