Posts by Andrew Stotz
ISMS 32: 5 Signs of Impending Recession
5 Warning signs of impending recession – 1. Inverted yield curve, 2. Peak employment, 3. A slowdown in bank lending, 4. Leading indicators falling & bankruptcies rising, 5. Weakening consumer.
Read MoreBecome a Better Investor Newsletter – 14 October 2023
50% of listed US firms are lossmaking. Runner-up issuance year for US Treasuries. Unemployment points to recession. Stock market bottoms when unemployment races up. Investors flee renewables.
Read MoreApplying Deming’s 14 Points to Education – Points 2 and 3: Deming in Schools Case Study with John Dues (Part 11)
In this episode, John Dues and host Andrew Stotz discuss points 2 and 3 of Dr. Deming’s 14 Points for Management – translated for people in education: adopt the new philosophy and cease dependence on inspection to achieve quality.
Read MoreISMS 31: Global CPI saw 2nd MoM uptick in August
Will the global CPI slowdown continue? Or will it rebound?
Read MoreA. Stotz All Weather Strategies – September 2023
Big drop in both stocks and bonds. Performance review of our strategies in September 2023 – All Weather Inflation Guard was down 1.8%, All Weather Strategy was down 2.4%, All Weather Strategy was down 4.1%. Global outlook that guides our asset allocation.
Read MoreIs Your Company Prepared for an Upcoming Recession?
In preparation for an impending recession, business leaders are expected to lead! Leading means being proactive.
Read MoreBecome a Better Investor Newsletter – 7 October 2023
US$ on a rally. China might not be getting out of US$. Corporates took advantage of QE. We’ve heard about soft landings before. Truckers yell, “Recession!”.
Read MoreUnderstanding Shades of Variation: Awaken Your Inner Deming (Part 8)
In this episode, Bill and Andrew discuss the shades of variation: meeting requirements, accuracy, precision, and precision around variety. Is reducing variation to zero a good thing? Plus, Bill and Andrew share stories that offer practical ways to think about these concepts.
Read MoreTaiwan Was the Best Performer in Asia in 9M23
Asian markets were down in 9M23 except for Taiwan, India, Korea, Vietnam, and Indonesia. Taiwan was the strongest performer in USD and local terms.
Read MoreMy Worst Investment Ever September 2023
In September 2023, we published 9 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
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