Posts by Andrew Stotz
Become a Better Investor Newsletter – 20 April 2024
The bond trade hasn’t played out. S&P 500 is down in terms of gold. Manager allocates 70% of its AUM to cash. Bitcoin is 3x-levered NASDAQ. Fast food outpaces inflation.
Read MoreGoal Setting Is Often An Act of Desperation: Part 2
Do you struggle to meet your goals or targets? Find out how you can change your thinking about goals and your process for setting them so you can keep moving forward. In this episode, John Dues and host Andrew Stotz discuss the first five of John’s 10 Key Lessons for Data Analysis.
Read MoreBecome a Better Investor Newsletter – 13 April 2024
US CPI higher than expected. Yen records a 34-year low against US$. Tech sits on loads of cash. Go green, go nuclear. Work brings meaning.
Read MoreTransformation is Never Complete: Awaken Your Inner Deming (Part 17)
In The New Economics, Deming said “The individual, transformed, will perceive new meaning to his life…” (3rd edition, page 63) But are we ever completely transformed? Discover why Bill Bellows believes that transformation is an ongoing process and how you can keep your learning journey going.
Read MoreA. Stotz All Weather Strategies – March 2024
Stocks continued strong; Developed markets outperformed. Performance review of our strategies in March 2024 – All Weather Inflation Guard gained 1.8%, All Weather Strategy gained 3.6%, All Weather Alpha Focus gained 3.1%.
Read MoreBecome a Better Investor Newsletter – 6 April 2024
China is picking up. New ATHs for gold. US halts SPR refill. S&P 493 picking up on Mag 7. Top talent still moves to the US.
Read MoreGoal Setting Is Often An Act of Desperation: Part 1
Did Dr. Deming forbid setting goals? Dive into this discussion about healthy goal setting, learn why your process matters, and the four things you need to understand before you start on goals. This episode is the first in a 4-part series about goal setting.
Read MoreTaiwan Was the Best Performer in Asia in 1Q24
Asian markets were up in 1Q24 except for China, Thailand and Hong Kong in local currencies. Taiwan was the strongest performer in USD and local terms.
Read MoreMy Worst Investment Ever March 2024
In March 2024, we published 7 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 30 March 2024
Fed has US$1trn in unrealized losses. The 2nd wave of inflation. China is buying gold. Japan’s 34-year drawdown is rookie numbers. Daniel Kahneman has left us.
Read More