Posts by Andrew Stotz
Become a Better Investor Newsletter – 12 April 2025
Besides everything else, bonds broke. China retaliates with tariffs on the US. Trump re-raised tariffs on China. Goldman Sachs changes recession forecast in an hour. China needs LPG.
Read MorePlan-Do-Study-Act: Path for Improvement (Part 7)
Can you use Plan-Do-Study-Act (PDSA) during the information-gathering phase of an improvement project? Yes! Join John Dues and host Andrew Stotz as they discuss how John’s team used PDSA to learn more about chronic absenteeism, their surprising findings, and what they’ll do next.
Read MoreA. Stotz All Weather Strategies – March 2025
Increased uncertainty drove Gold to new highs. Performance review of our strategies in March 2025 – All Weather Inflation Guard gained 0.2%, All Weather Strategy lost 0.6%, All Weather Alpha Focus gained 1.1%.
Read MoreBecome a Better Investor Newsletter – 5 April 2025
The great math behind Trump’s tariffs. The real reason behind the tariffs. Gold hits US$3,200. Russia and Australia have the largest gold reserves. Larry Fink shills Bitcoin.
Read MoreEnrich Your Future 27: Pascal’s Wager: Betting on Consequences Over Probabilities
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 27: Pascal’s Wager and the Making of Prudent Decisions.
Read MoreChina Was the Best Performer in Asia in 1Q25
China, Singapore, Vietnam, Korea, and Hong Kong were the only markets with a positive return in 1Q25. China was the strongest performer in USD and local terms.
Read MoreMy Worst Investment Ever March 2025
In March 2025, we published 4 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 29 March 2025
PE hasn’t performed that well. People are getting stupider. The stock market wasn’t always US-centric. The US has the largest gold reserve. Is the recession coming?.
Read MoreTo Improve Quality Don’t Measure Quality: Misunderstanding Quality (Part 11)
In this episode of Misunderstanding Quality, host Andrew Stotz and Bill Bellows discuss what not to measure when it comes to quality. Bill offers some great examples to show how organizations get it wrong, and how to get it right.
Read MoreBecome a Better Investor Newsletter – 22 March 2025
Gold >US$3,000/oz t. Money flowing out of the US. Trump tariffs are still low. Young pessimism. Currency risk is real.
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