Posts by Andrew Stotz
A. Stotz All Weather Strategies – April 2024
Gold and commodities did well as stocks and bonds fell. Performance review of our strategies in April 2024 – All Weather Inflation Guard fell 1.5%, All Weather Strategy fell 1.5%, All Weather Alpha Focus fell 0.9%.
Read MoreBecome a Better Investor Newsletter – 4 May 2024
Only one cut by the Fed in 2024. 60/40 is not as safe as you may think. US accounts for 25% of global GDP. Replace nuclear with coal. The copper opportunity.
Read MoreGoal Setting Is Often An Act of Desperation: Part 3
In part 3 of this series, John Dues and host Andrew Stotz talk about the final 5 lessons for data analysis in education. Dive into this discussion to learn more about why data analysis is essential and how to do it right.
Read MoreMy Worst Investment Ever April 2024
In April 2024, we published 4 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 27 April 2024
Bonds only diversify under low inflation. Japanese earnings almost 2x the US. The MMT inflation train. Central banks load up on gold. AI demands power.
Read MoreOrganizations are Holograms: Awaken Your Inner Deming (Part 18)
In this episode, Bill Bellows and host Andrew Stotz discuss seeing organizations as holograms—3D images. Holograms show all parts from different views at once. Learn how using the lens of the System of Profound Knowledge lets you see the problems and opportunities for transformation.
Read MoreBecome 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.
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