Posts by Andrew Stotz
Become a Better Investor Newsletter – 20 January 2024
Billy G is the biggest. Jamie D says Bitcoin is shit. China ain’t cheap no more. Not enough Chinese babies. This time it’s different in Japan.
Read MorePitfalls of Slogans and Targets: Deming in Schools Case Study (Part 16)
Slogans and exhortations don’t work to motivate people. Targets usually encourage manipulation or cheating. John Dues and Andrew Stotz discuss how these three strategies can hinder improvement, frustrate teachers and students, and even cause nationwide scandals.
Read MoreBecome a Better Investor Newsletter – 13 January 2024
Shifting to caution from progress. DEI at any cost. Time for EM to shine?. Rate hikes haven’t hit companies. Spot Bitcoin ETFs approved.
Read MoreIntegration Excellence: Awaken Your Inner Deming (Part 12)
What does it mean that people feel connected and included when something good happens yet dissociate when something bad happens? In this episode, Bill Bellows and Andrew Stotz discuss the human side of integration.
Read MoreA. Stotz All Weather Strategies – December 2023
Equity rebound continued, and bonds were strong as well. Performance review of our strategies in December 2023 – All Weather Inflation Guard gained 3.0%, All Weather Strategy gained 2.2%, All Weather Alpha Focus gained 3.9%. Global outlook that guides our asset allocation.
Read MoreBecome a Better Investor Newsletter – 6 January 2024
US politicians are amazing investors. 2023 was great for Tech. The yield curve has been inverted for 430+ days. GDP growth driven by budget deficit. Ships avoid the Red Sea.
Read MoreDo You Listen to Speak or Listen to Learn? Role of a Manager in Education (Part 12)
Listening to understand and learn is often harder than not-really-listening because you’re thinking about what to say. Dr. Deming emphasized learning and was excited about ideas he heard from others every day. In this episode, David Langford and Andrew Stotz talk about why and how managers, including teachers, should listen to staff or students.
Read MoreTaiwan Was the Best Performer in Asia in 2023
Taiwan, Korea, India, Vietnam, Indonesia, and Philippines were the only markets with a positive return in 2023. Taiwan was the strongest performer in USD and local terms.
Read MoreMy Worst Investment Ever December 2023
In December 2023, we published 9 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 30 December 2023
US core inflation down to 4%. Fed continues to pause. US stock valuations at crazy (?) levels. Milei starts shock treatment. Oil is forecasted to be in oversupply.
Read More