Posts by Andrew Stotz
A 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.
Read MoreWhat Deming Knew That Your Dashboard Doesn’t
Why do more pressure, more meetings, and more accountability so often produce the same outcomes? John Dues and Andrew Stotz explore Deming’s overlooked insight that results are created by systems — not effort alone.
Read MoreBecome a Better Investor Newsletter – 13 June 2026
US airline fuel costs surge 78%. Apple now trades at 10x sales for the first time. LLM token spending stalling near cycle highs. Hot IPOs are typically a bad deal. Stock-bond correlation at its highest since 1999.
Read MoreA. Stotz All Weather Strategies – May 2026
Performance review of our strategies in May 2026 – All Weather Inflation Guard gained 1.3%, All Weather Strategy gained 2.6%, All Weather Alpha Focus gained 3.7%.
Read MoreBecome a Better Investor Newsletter – 6 June 2026
Asian rice prices surge due to Iran war. Oil-importing nations are dumping US Treasuries. US manufacturing expands for a fifth straight month. Exxon warns oil could hit US$150+/bbl. Korea’s export growth hits a four-decade high.
Read MoreA New Lens with Balaji Reddie (Part 1)
What if the problem isn’t your strategy, your people, or your tools, but the lens you’re looking through? In this first conversation with Andrew Stotz, quality educator Balaji Reddie explains why so many organizations chase Deming’s 14 Points and prizes but miss the philosophy underneath.
Read MoreMy Worst Investment Ever May 2026
In May 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 – 30 May 2026
Micron hits US$1trn at record speed. Argentina’s on track to producing 70% more oil. HK overtakes Switzerland as the world’s wealth hub. Emerging markets are outperforming the S&P 500. US food prices are re-accelerating.
Read MoreBecome a Better Investor Newsletter – 23 May 2026
The semiconductor price shock brewing in Asia. Gulf oil exports bypassing the Strait of Hormuz. Midterm elections historically mean a rough summer for the S&P 500. US inflation to exceed 5% by November midterms. The Fed may change how it measures inflation.
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