Posts by Andrew Stotz
A. Stotz All Weather Strategies – July 2023
Strong commodities and Emerging markets rebound. Performance review of our strategies in July 2023 – All Weather Inflation Guard was up 0.3%. All Weather Strategy was up 1.9%. All Weather Alpha Focus was up 1.5%. Global outlook that guides our asset allocation.
Read MoreBecome a Better Investor Newsletter – 5 August 2023
Fitch downgrades US gov’t debt. Americans don’t have much savings. Uber delivers first operating profit ever. S&P 500 has one of its best years. Electrification demands minerals and metals.
Read MoreManaging Mistakes: Role of a Manager in Education (Part 6)
In this episode, David and Andrew ask: should we tell people when they make mistakes? How do educators manage mistakes in a classroom setting, after their organization/classroom is transformed by learning and implementing Deming?
Read MoreISMS 27: Larry Swedroe – Familiar Doesn’t Make It Safe and You’re Not Playing With the House’s Money
In this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss three chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this eighth episode, they discuss mistake number 13: Do you confuse the familiar with the safe? Mistake number 14: Do you believe you’re playing with the house’s money? And mistake number 15: Do you let friendship influence your choice of investment advisors?
Read MoreMy Worst Investment Ever July 2023
In July 2023, we published 13 new episodes of the My Worst Investment Ever podcast and one blog post. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 29 July 2023
Fed hikes another 0.25%. Thought the US was in trouble? Look at the UK. More Brits regret Brexit. Falling office rents in the Americas. X.
Read MoreIs Transformation Needed? Deming in Schools Case Study (Part 6)
In this episode, John and Andrew discuss what “transformation” means in education. John juxtaposes two reports, conducted a decade apart, that have influenced education for the last 40 years: A Nation at Risk and the Sandia Report.
Read MoreBecome a Better Investor Newsletter – 22 July 2023
This bear market is different. Retail sales contract. US government interest payments heading for US$1trn. China fixed asset investments in a downtrend. Companies leave Germany.
Read MoreCoaching vs Judging: Role of a Manager in Education (Part 5)
In part 5 of this series, David and Andrew discuss the pitfalls of managers acting as judges versus the benefits of acting as a coach. They explore the history of traditional management practices, and how Dr. Deming’s philosophy creates happier, healthier, and more productive workplaces.
Read MoreBecome a Better Investor Newsletter – 15 July 2023
US inflation is down to 3%. The final leg of inflation is harder to break. More people fail to pay credit card bills. US mortgage rate reaches new highs. Tech PEG at Dotcom levels.
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