Posts by Andrew Stotz
Become a Better Investor Newsletter – 11 November 2023
Korea bans short-selling. Apple & Microsoft are 14.4% of the S&P 500. Buffett has been selling since 4Q22. This rate cycle will be different?. The aftermath of We(DON’T)Work.
Read MoreWho Needs Special Help? Role of a Manager in Education (Part 9)
Most of the time, variation between students or workers is the result of common cause situations, but sometimes you find folks who consistently aren’t performing at the same level. Does more punishment work? What should you do instead? In the episode, David Langford and host Andrew Stotz discuss how managers (or teachers) should approach these “special cause” situations.
Read MoreBecome a Better Investor Newsletter – 4 November 2023
Fed removes recession from its forecast. Japan’s fighting fire with gasoline?. China FDIs see new lows. We(DO NOT)Work. Trust in media reaches new low.
Read MoreResource Management: Awaken Your Inner Deming (Part 9)
In this episode, Bill Bellows and host Andrew Stotz talk about resource management in a non-traditional sense. Bill explains how managing the variation and integration in your product or service is just as important as increasing consistency and removing waste.
Read MoreMy Worst Investment Ever October 2023
In October 2023, we published 14 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 28 October 2023
The US dominates the World index. Not so fun to borrow anymore. It’s hard to keep up in the US. 10% drawdowns happen every 1.6 years. “War is good”.
Read MoreThe Student Supply Chain and Using PDSA for Improvement Deming in Schools Case Study with John Dues (Part 12)
In this series, John Dues and host Andrew Stotz discuss principles that educational systems leaders can use to guide their transformation work. This episode covers principles 4 and 5: maximize high-quality learning and work continually on the system.
Read MoreISMS 33: Fed Success! High LT Rates & Recession Coming
World yield curve inversion is falling because of rising LT rates. Rising LT rates are reducing yield curve inversion fastest in DM Americas and DM Europe. Rates are high across EMs, crushing in FMs, and low in EM Asia. France and Germany ST rates rising; DM countries have past peak yield curve inversion due to rising LT rates. Rates are low in China, which, together with India, never inverted.
Read MoreBecome a Better Investor Newsletter – 21 October 2023
Make US$155k to afford a house. Rates to stay permanently higher. The labor market is weakening. Wall Street no longer sees a recession. Japan is attractive for stock pickers.
Read MoreWhose fault is it? Role of a Manager in Education (Part 8)
When things go wrong, who gets blamed? When things go right, who gets the credit? Dr. Deming wrote that good managers don’t play the blame/credit game. Instead, they “study results [of feedback] with the aim to improve performance.” In this episode, David Langford and host Andrew Stotz discuss getting honest feedback, how to react, and why it’s important.
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