Posts by Andrew Stotz
Become 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.
Read MoreDoes Competition Create Wins? Role of a Manager in Education (Part 14)
Who wins when teams and team members compete with each other? In this final episode in the Role of a Manager in Education series, David Langford and Andrew Stotz discuss why cooperation beats competition, particularly in schools.
Read MoreA. Stotz All Weather Strategies – January 2024
All strategies outperformed; Developed markets performed the best. Performance review of our strategies in January 2024 – All Weather Inflation Guard lost 0.4%, All Weather Strategy gained 2.3%, All Weather Alpha Focus gained 0.6%. Global outlook that guides our asset allocation.
Read MoreBecome a Better Investor Newsletter – 10 February 2024
China faces deflation. India gets China money. Time to buy Alibaba?. Fidelity adds BTC to portfolios. Time to get real about green energy.
Read MoreThe Unhurried Conversation: Role of a Manager in Education (Part 13)
What are unhurried conversations, and why should managers prioritize them? In this episode, David Langford and host Andrew Stotz talk about the kinds of conversations managers should be having with their team members.
Read MoreBecome a Better Investor Newsletter – 3 February 2024
What if Japan re-rated to 1x PB?. Non-US equity isn’t expensive. We’re due for war. Deficit spending avoids recession. Market wizard Nancy Pelosi does it again.
Read MoreEliminate Arbitrary Numerical Targets: Deming in Schools Case Study (Part 17)
Quotas, arbitrary targets, work standards with numerical goals – these don’t seem to apply to schools. But, as John Dues and host Andrew Stotz discuss, quotas show up a lot in classrooms, causing harm and preventing improvement.
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