Posts by Andrew Stotz
Korea Was the Best Performer in Asia in 1Q26
Korea, Thailand, Taiwan, Hong Kong, and Malaysia were the only markets with a positive return in 1Q26. Korea was the strongest performer in USD and local terms.
Read MoreMy Worst Investment Ever March 2026
In March 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 March 2026
Commodity prices can go way higher. Food prices are likely to rise. Saudi Arabia is rerouting its oil. Is gold going to beat the bear?. Green energy deforests the Amazon.
Read MoreBecome a Better Investor Newsletter – 21 March 2026
Traditional correlations are breaking down. US inflation ticking up. Private credit doesn’t look good. Chinese home prices fall further. Non-green energy security.
Read MoreFitness Matters: A Deming Success Story (Part 4)
How do you run an offsite that actually changes performance — not just conversations? In this episode, Travis Timmons and Kelly Allan share with Andrew Stotz what happened during the Fitness Matters off-site.
Read MoreBecome a Better Investor Newsletter – 14 March 2026
Asia is the most dependent on Middle Eastern oil. Fertilizer stops with a closed Hormuz. Iran attacked Thai-flagged vessel. Private credit defaults continue to rise. Remember, free market capitalism is the only way.
Read MoreThe Courage to Not React
What do you do when a new data point drops—and all eyes turn to you? In this episode, John Dues and Andrew Stotz explore the leadership discipline required when performance data changes.
Read MoreA. 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 More