Posts by Andrew Stotz
My Worst Investment Ever January 2024
In January 2024, we published 8 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 27 January 2024
2 x $3trn. Tech at dot-com levels. In the long run, stocks win. Few fund managers expect a hard landing. Fuel shipping costs shoot up.
Read MoreIntegration and the Taguchi Loss Function: Awaken Your Inner Deming (Part 13)
Should we strive to better understand what happens “downstream” to our defect-free work? No matter the setting, if our work meets requirements and we pass it on, are we responsible for how well it integrates into a bigger system? In this episode, Bill Bellows and Andrew Stotz expand on the interaction between variation and systems and why Dr. Deming regarded Genichi Taguchi’s Quality Loss Function as “a better description of the world.”
Read More8 Benefits of Increasing the Profits of Your Business
Isn’t Capitalism Great!? Here are eight key benefits of increasing the profits of your business. And I challenge you to set the goal for 2024 to increase the profits of your business.
Read MoreBecome 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.
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