Posts by Andrew Stotz
Become 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.
Read MoreBecome a Better Investor Newsletter – 19 July 2025
Gold has outperformed stocks YTD. China is buying more gold than declared. Central banks are loading up on gold. Nuclear is green. Virtue-signalling rich kid socialist for NYC mayor.
Read MoreEnrich Your Future 37 & 38: The Calendar Is a Crook & Hot Funds Are a Trap
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 37: Sell in May and Go Away: Financial Astrology and Chapter 38: Chasing Spectacular Fund Performance.
Read MoreBecome a Better Investor Newsletter – 12 July 2025
Unemployment signals US recession. US housing isn’t getting any cheaper. US stocks aren’t getting cheaper either. PE companies don’t look great. Climate policies are luxury goods.
Read MoreEnrich Your Future 36: The Madness of Crowded Trades
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 36: Fashions and Investment Folly.
Read MoreA. Stotz All Weather Strategies – June 2025
Strong equity rebound in Emerging Markets, Asia, and US. Performance review of our strategies in June 2025 – All Weather Inflation Guard gained 1.4%, All Weather Strategy gained 1.3%, All Weather Alpha Focus gained 1.5%.
Read MoreBecome a Better Investor Newsletter – 5 July 2025
Boom in US tariff revenue. Historic bond drawdown. Delinquency rate on office-linked debt skyrocket. US$ weakens at record pace. Trump and Musk are back at it.
Read MoreEnrich Your Future 35: Market Gurus Are Just Expensive Entertainers
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 35: Mad Money.
Read MoreKorea Was the Best Performer in Asia in 1H25
Korea, Singapore, Hong Kong, China, Vietnam, India, and Philippines were the only markets with a positive return in 1H25. Korea was the strongest performer in USD and local terms.
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