Posts by Andrew Stotz
A. Stotz All Weather Strategies – July 2026
Performance review of our strategies in July 2026 – All Weather Inflation Guard fell 0.3%, All Weather Strategy fell 1.3%, All Weather Alpha Focus fell 1.0%.
Read MoreA New Lens with Balaji Reddie (Part 6)
Andrew Stotz and Balaji Reddie dig into the first of Deming’s 14 Points, constancy of purpose, using stories like Harvard’s answer to Deming’s challenge to define a business and Indian manufacturers who pivoted to build PPE during the pandemic.
Read MoreA New Lens with Balaji Reddie (Part 5)
In this episode, Andrew Stotz continues his conversation with Balaji Reddie as they explore two essential elements of Dr. Deming’s System of Profound Knowledge: the Theory of Knowledge and Psychology.
Read MoreGo Small or Go Home
What if the best leaders are not the ones with the biggest ideas? In this episode, John Dues argues that the leaders who make the greatest impact are the ones who create the fastest learning cycles.
Read MoreA New Lens with Balaji Reddie (Part 4)
What if better management starts with seeing connections that were there all along? In this conversation, Balaji Reddie and Andrew Stotz unpack one of the most powerful and overlooked ideas in management: that everything is connected.
Read MoreA. Stotz All Weather Strategies – June 2026
Performance review of our strategies in June 2026 – All Weather Inflation Guard gained 0.7%, All Weather Strategy gained 0.8%, All Weather Alpha Focus gained 0.7%.
Read MoreA New Lens with Balaji Reddie (Part 3)
In this episode, Deming educator Balaji Reddie reveals the practices that are hiding in plain sight within most organizations. Practices that feel normal. That get celebrated. And that quietly undermine everything you’re building.
Read MoreKorea Was the Best Performer in Asia in 1H26
Malaysia, Hong Kong, India, China and Indonesia were the only markets with a negative return in 1H26. Korea was the strongest performer in USD and local terms.
Read MoreA New Lens with Balaji Reddie (Part 2)
In this episode, educator and Deming practitioner Balaji Reddie explains why W. Edwards Deming was far more practical about leadership than many people realize. Drawing on both The New Economics and Out of the Crisis, Balaji shares stories and examples that bring Deming’s 17 principles of leadership to life.
Read MoreBecome a Better Investor Newsletter – 20 June 2026
Fed dot plot signals a rate hike in 2026. Record number of central banks plan to buy gold. Tech outperformance surpasses the dot-com era. US gas now a cornerstone of Europe’s energy mix. Korean exports suggest semis still have room to run.
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