Posts by Andrew Stotz
Become a Better Investor Newsletter – 16 August 2025
Air conditioning is crucial. US-EU trade deal is about optics. Energy is the AI bottleneck. Levered up. Higher taxes lead to lower tax revenue.
Read MoreMapping More of the Process: Path for Improvement (Part 10)
What if you could tackle a persistent problem without guesswork? In Part 10 of the Path to Improvement series, John Dues and Andrew Stotz discuss how John’s team uses Plan-Do-Study-Act (PDSA) cycles to calm a chaotic process with precision. Discover how to shift from blame to solutions by leveraging data and Deming thinking.
Read MoreA. Stotz All Weather Strategies – July 2025
Stocks continued up, China and Financials were strongest. Performance review of our strategies in July 2025 – All Weather Inflation Guard gained 0.4%, All Weather Strategy gained 1.3%, All Weather Alpha Focus gained 0.2%.
Read MoreBecome a Better Investor Newsletter – 9 August 2025
Chinese entrepreneurship is dead. Bubble trouble. Only Mag 7 makes money. Starbucks is struggling. LinkedIn is not struggling.
Read MoreEnrich Your Future 40: Why Passive Investing Gives You Back What Wall Street Steals
In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry’s new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 40: The Big Rocks.
Read MoreMy Worst Investment Ever July 2025
In July 2025, we published 5 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 2 August 2025
Air conditioning is crucial. US-EU trade deal is about optics. Energy is the AI bottleneck. Levered up. Higher taxes lead to lower tax revenue.
Read MoreEnrich Your Future 39: More Wealth Does Not Give You More Happiness
In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry’s new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 39: Enough.
Read MoreBecome a Better Investor Newsletter – 26 July 2025
Remember, it’s a long game. The private equity wonderland. Massive productivity gains at Amazon. Socialists for growth. Oil firms may produce less.
Read MoreMapping the Process: Path to Improvement (Part 9)
In this episode, John Dues continues his exploration of Deming’s philosophy in action, focusing on chronic absenteeism. As part of their third PDSA cycle, John’s team shifts from individual interventions to process standardization—mapping how each of their four campuses handles attendance interventions.
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