Posts by Andrew Stotz
My Worst Investment Ever April 2026
In April 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 – 25 April 2026
Trump extends the US ceasefire with Iran. China is still stockpiling gold. Strong 10-day rallies are bullish. US Gov’t to start refunding US$166bn in tariffs. Moody’s upgrades Thailand’s credit outlook.
Read MoreBecome a Better Investor Newsletter – 18 April 2026
The US blockade of Hormuz tightens. Amazon’s exponential capex binge. US consumer sentiment hits a 74-year low. While America sells, China buys. The average person today lives better than yesterday’s kings.
Read MoreBecome a Better Investor Newsletter – 11 April 2026
Trump announces ceasefire with Iran. Japanese government bond yields are OFF THE CHARTS. Berkshire’s war chest: US$373 bn of cash and Treasury bills. President Trump’s other inflation headache is beef. Most people think oil = petrol.
Read MoreA. Stotz All Weather Strategies – March 2026
Latin America and Commodities outperformed. Performance review of our strategies in March 2026 – All Weather Inflation Guard fell 0.9%, All Weather Strategy fell 0.9%, All Weather Alpha Focus fell 0.8%.
Read MoreBecome a Better Investor Newsletter – 4 April 2026
Energy is on a tear. The Strait of Hormuz doesn’t just move oil. Foreigners are dumping Asian stocks. Stagflation risk has increased. Foreigners own less US Treasuries.
Read MoreKorea 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.
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