Posts by Andrew Stotz
Taiwan 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 MoreGet Off Of My Cloud: Awaken Your Inner Deming (Part 16)
“The Cloud” is a metaphor for the top level of corporate authority – the CEO, CFO, CTO and maybe some Vice President positions. And if you’re trying to transform an organization, your ideas need to penetrate the Cloud – but how? In this episode, Bill Bellows and host Andrew Stotz talk about influencing others with the aim of transformation.
Read MoreISMS 40: Larry Swedroe – Market vs. Hedge Fund Managers’ Efficiency
In this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this series, they discuss mistake 30: Do You Fail to Understand the Tyranny of the Efficiency of the Market? And mistake 31: Do You Believe Hedge Fund Managers Deliver Superior Performance?
Read MoreBecome a Better Investor Newsletter – 23 March 2024
BoJ moves to positive rates. QE since 2008. We’re quickly getting poorer. Emerging markets go with coal. Market volatility is a fee.
Read MoreCommit to Transformation: Deming in Schools Case Study (Part 20)
What does it mean to “commit” to transformation? What does “transformation” mean? In this episode, John Dues and host Andrew Stotz discuss Point 14 of Dr. Deming’s 14 Points for Management – with John’s interpretations for educators.
Read MoreBecome a Better Investor Newsletter – 16 March 2024
US CPI higher than expected. US inflation has stayed above 3%. S&P 500 hitting new ATHs. Invest in uncovered stocks. Top 100 investment books.
Read MoreStart Where You Are: Awaken Your Inner Deming (Part 15)
In this episode, Bill Bellows and host Andrew Stotz talk about where and how to start using your new knowledge when you’re learning Deming.
Read MoreISMS 39: Larry Swedroe – Don’t Choose a Fund by Its Descriptive Name
In this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this series, they discuss mistake number 28: Do You Fail to Compare Your Funds to Proper Benchmarks? And mistake 29: Do You Believe Active Management Is a Winner’s Game in Inefficient Markets?
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