Posts by Andrew Stotz
A. Stotz All Weather Strategies – February 2024
Continued strong equity performance and weak bonds. Performance review of our strategies in February 2024 – All Weather Inflation Guard gained 0.5%, All Weather Strategy gained 3.9%, All Weather Alpha Focus gained 3.1%. Global outlook that guides our asset allocation.
Read MoreBecome a Better Investor Newsletter – 9 March 2024
Sh*tcoins are back. Bonds can be risky, too. Gold records new ATH. Go woke, go broke. Less corruption, higher GDP/per capita.
Read MoreGo Beyond Skills Training: Deming in Schools Case Study (Part 19)
What’s the difference between education and training? Why is the distinction important? How does the Deming lens offer a new perspective on teacher effectiveness? In this episode, John Dues and host Andrew Stotz talk about why it’s important to go beyond skills training and encourage education for personal growth.
Read MoreMy Worst Investment Ever February 2024
In February 2024, we published 6 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 2 March 2024
Valuations matter, or do they?. Bitcoin back above $60K. Bitcoin ETFs attract billions. Shitcoin or Real estate?. The woke Gemini.
Read MoreRemove Barriers To Joy In Learning: Deming in Schools Case Study (Part 18)
How do grading systems, teacher ratings, school rankings, and other programs like those create barriers to learning? Should we eliminate them entirely, or do they have their place? John Dues and host Andrew Stotz talk about how to preserve joy in learning.
Read MoreBecome a Better Investor Newsletter – 24 February 2024
The top 10% is 75% of the market. Market concentration got Druck out in 1987. Investors remain bullish. BoA says the market can run further. 9.5 weeks to balance the government budget.
Read MoreEliminate Management by Extremes: Awaken Your Inner Deming (Part 14)
Many businesses equate “manager” with “leader,” excluding potential leaders from across the organization. In this episode, Bill Bellows and host Andrew Stotz talk about leadership in Deming organizations – with a great story about senior “leaders” making a huge error in judgment at a conference of auditors.
Read MoreISMS 38: Larry Swedroe – The Self-healing Mechanism of Risk Assets
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 Larry’s recent piece, The Self-healing Mechanism of Risk Assets.
Read MoreBecome a Better Investor Newsletter – 17 February 2024
NVIDIA takes 3rd position. US inflation higher than expected. EU economy remains challenged. Bidens skips cognitive test. Dark Brandon rigged Super Bowl.
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