Posts by Andrew Stotz
Become a Better Investor Newsletter – 28 February 2026
66% of S&P 500 stocks are outperforming. EM earnings estimates are rising the fastest. 84% of people have never used AI. Non-US equity funds saw US$17bn in inflows last week. When to buy the dip.
Read MoreFitness Matters: A Deming Success Story (Part 3)
How do you design a team off-site that actually improves your organization? In this episode, Travis Timmons breaks down the mechanics of a Deming-styled off-site team meeting—from starting months early and setting a clear aim to using pre-work, fishbone diagrams, and PDSAs to drive real change.
Read MoreBecome a Better Investor Newsletter – 21 February 2026
No central bank gold-buying frenzy. Bond yields are expected to go higher. Lower diversification benefits from bonds. China ramps up trade with Latin America. Sector performance depends on the business cycle.
Read MoreWhere is Quality Really Made? An Insider’s View of Deming’s World
In this episode, Bill Scherkenbach, one of W. Edwards Deming’s closest protégés, and host Andrew Stotz discuss why leadership decisions shape outcomes far more than frontline effort. Bill draws on decades of firsthand experience with Deming and with businesses across industries.
Read MoreBecome a Better Investor Newsletter – 14 February 2026
China’s UST holdings have dropped. Everyone wants Google debt. AI increases work. Bitcoin trades below production cost. Korea to the moon.
Read MoreFitness Matters: A Deming Success Story (Part 2)
What happens when an entire company learns to see its work as a system? In this episode, Travis Timmons reveals how his team uses Deming-inspired pre-work, collaboration, and the Red Bead Experiment to make their offsite energizing and impactful.
Read More14 Reasons Why Thailand Is NOT the Sick Man of Asia
Recent headlines, sparked by the Financial Times’ February 2026 article, How Thailand Became the ‘Sick Man’ of Asia, raise concerns about Thailand’s economic health. The article points to economic growth stuck near 2%, household debt around 87% of GDP (Bank of Thailand, Q3 2025), and an aging population, with more than 20% of the population aged 60 or older.
Read MoreA. Stotz All Weather Strategies – January 2026
Gold and Emerging Markets ex China outperformed. Performance review of our strategies in January 2026 – All Weather Inflation Guard gained 2.8%, All Weather Strategy gained 8.1%, All Weather Alpha Focus gained 7.1%.
Read MoreBecome a Better Investor Newsletter – 7 February 2026
US becomes more active in Africa. The US bond market’s historical drawdown. US bonds yield negative for foreigners. The American grid can’t support data center buildout. AI agents to eat SaaS.
Read MoreFitness Matters: A Deming Success Story (Part 1)
Travis Timmons shares with host Andrew Stotz how a decade of frustration running his physical therapy practice turned into joy once he discovered Deming’s philosophy and embraced systems thinking.
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