Posts by Andrew Stotz
A. Stotz All Weather Strategies – February 2026
Asia Pacific ex Japan ex China, and Emerging Markets ex China drove outperformance. Performance review of our strategies in February 2026 – All Weather Inflation Guard gained 1.1%, All Weather Strategy gained 3.2%, All Weather Alpha Focus gained 6.4%.
Read MoreBecome a Better Investor Newsletter – 7 March 2026
Thailand and Korea hit by rising oil prices. Some Asian markets have very low oil reserves. Hormuz isn’t just about oil. Oil prices above US$100/bbl correct themselves. BYD sees massive sales drop.
Read MoreMy Worst Investment Ever February 2026
In February 2026, we published 1 new episode of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 28 February 2026
66% of S&P 500 stocks are outperforming. EM earnings estimates are rising the fastest. 84% of people have never used AI. Non-US equity funds saw US$17bn in inflows last week. When to buy the dip.
Read MoreFitness Matters: A Deming Success Story (Part 3)
How do you design a team off-site that actually improves your organization? In this episode, Travis Timmons breaks down the mechanics of a Deming-styled off-site team meeting—from starting months early and setting a clear aim to using pre-work, fishbone diagrams, and PDSAs to drive real change.
Read MoreBecome a Better Investor Newsletter – 21 February 2026
No central bank gold-buying frenzy. Bond yields are expected to go higher. Lower diversification benefits from bonds. China ramps up trade with Latin America. Sector performance depends on the business cycle.
Read MoreWhere is Quality Really Made? An Insider’s View of Deming’s World
In this episode, Bill Scherkenbach, one of W. Edwards Deming’s closest protégés, and host Andrew Stotz discuss why leadership decisions shape outcomes far more than frontline effort. Bill draws on decades of firsthand experience with Deming and with businesses across industries.
Read MoreBecome a Better Investor Newsletter – 14 February 2026
China’s UST holdings have dropped. Everyone wants Google debt. AI increases work. Bitcoin trades below production cost. Korea to the moon.
Read MoreFitness Matters: A Deming Success Story (Part 2)
What happens when an entire company learns to see its work as a system? In this episode, Travis Timmons reveals how his team uses Deming-inspired pre-work, collaboration, and the Red Bead Experiment to make their offsite energizing and impactful.
Read More14 Reasons Why Thailand Is NOT the Sick Man of Asia
Recent headlines, sparked by the Financial Times’ February 2026 article, How Thailand Became the ‘Sick Man’ of Asia, raise concerns about Thailand’s economic health. The article points to economic growth stuck near 2%, household debt around 87% of GDP (Bank of Thailand, Q3 2025), and an aging population, with more than 20% of the population aged 60 or older.
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