Posts by Andrew Stotz
A. Stotz All Weather Strategies – January 2023
Strong equity rebound in January. Performance review of our strategies in January 2023 – All Weather Inflation Guard rose by 0.9%. All Weather Strategy rose by 2.2%. All Weather Alpha Focus rose by 1.1%. Global outlook that guides our asset allocation.
Read MoreBecome a Better Investor Newsletter – 4 February 2023
We’ve heard about the soft landing before. The US Treasury forecasts an explosion in public debt. US equity risk premium is at a decade low. Green energy produces much toxic waste. The woke green movement is a sect.
Read MoreThriving on Chaos: Deming in Education with David P. Langford (Part 14)
In this episode, Andrew and David talk about chaos, authority, and when calming the chaos can feel like a loss of control. They explore the “psychology” aspect of Dr. Deming’s System of Profound Knowledge, and how that applies to classrooms and school systems.
Read MoreISMS 3: Will the US Have a Recession or a Soft Landing?
Never has the US gov’t caused such a massive move in GDP. The question is, “which way is GDP going?” Will we see a recession or a soft landing?
Read MoreMy Worst Investment Ever January 2023
In January 2023, we published 10 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 28 January 2023
The world’s 3rd richest man accused of running a scam. Have we reached peak China?. China’s exports to the US set new records in 2022. What happens in the US matters for the rest of the world. There is value in disagreement.
Read MoreHow to Start Setting Operational Definitions: Deming in Education with David P. Langford (Part 13)
Now that we understand Operational Definitions (see Part 12), it’s time to figure out how to use them to get the improvements and results you want. Andrew and David talk about examples of useful Operational Definitions and how they can impact all aspects of education (and beyond!).
Read MoreISMS 2: The Man Behind the Most Successful Recession Indicator Questions It
In a recent LinkedIn post, Campbell Harvey outlined why his yield curve inversion theory, which has a perfect record of predicting recessions, may no longer work. He concludes that we may not get a recession in 2023.
Read MoreBecome a Better Investor Newsletter – 21 January 2023
High US teen employment shows Fed isn’t done. New data suggests trouble for the US housing market. Amazon’s revenue is larger than 70 countries’ GDP. India is the next global growth engine. The dirty extraction of minerals for green energy.
Read MoreThe Importance of Operational Definitions: Deming in Education with David P. Langford (Part 12)
Operational definitions are clearly defined words, phrases, and concepts that everyone working together agrees to use in the same way. Making assumptions about words like “tardy” or “good” is a fast track to confusion and disengagement. In this episode, Andrew and David talk about operational definitions in education – for students, faculty, and administrators.
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