Posts by Andrew Stotz
A. 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.
Read MoreMy Worst Investment Ever January 2026
In January 2026, we published 2 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 31 January 2026
Gold hits new ATH. Gold beats stock. China is gaining strength in Latin America. Xi’s purge of the military. Europeans own >US$10trn US stocks.
Read MoreBecome a Better Investor Newsletter – 24 January 2026
Greenland is strategically important. Danish pension fund exits UST. Gold makes new highs. The yellow metal is overvalued. The Woke Economic Forum does a 180.
Read MoreBecome a Better Investor Newsletter – 17 January 2026
US printer goes brrr…:. China’s trade surplus grows. Iran escalation and de-escalation. A big issue with AI. Another issue with AI is energy.
Read MoreWhen is Change an Improvement?
How do we really know when improvement has happened inside a school or organization? In this episode, John Dues and Andrew Stotz unpack a clear, three-part definition of improvement and show why evidence, method, and sustained results matter far more than year-to-year comparisons.
Read MoreBecome a Better Investor Newsletter – 10 January 2026
US captures Maduro. Venezuelan oil reserves may be misstated. Double US weight in the world index. Energy is <3% of the S&P 500. China continues to load up on gold.
Read MoreA. Stotz All Weather Strategies – December 2025
Gold and Emerging Markets ex China outperformed. Performance review of our strategies in December 2025 – All Weather Inflation Guard gained 0.4%, All Weather Strategy gained 1.9%, All Weather Alpha Focus gained 1.2%.
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