Posts by Andrew Stotz
Korea Was the Best Performer in Asia in 9M25
Asian markets were up in 9M2025 except for Malaysia, Thailand, Philippines, and Indonesia in local currencies. Korea was the strongest performer in USD terms, and Vietnam was the strongest performer in local currencies.
Read MoreMy Worst Investment Ever September 2025
In September 2025, we published 1 new episode of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 27 September 2025
Gold demand continues to surge. Gold has its best year since 1979. 39% of fund managers have no gold. S&P 500 FCF yield at 2008 levels. It’s about time in the market.
Read MoreMaking Data Work for You
What is your data trying to tell you? In this episode, John Dues talks to Andrew Stotz about why most leaders misread data, overreact to single results, and miss the real story. Discover how Deming thinking exposes when change is truly happening and how to use a process behavior chart to listen to the real story.
Read MoreBecome a Better Investor Newsletter – 20 September 2025
Gold miners’ operational leverage. Inflation is a monetary phenomenon. The rich drive consumption. US$1.2trn in interest. Risk of US recession rises.
Read MoreA Deming Approach to Real Estate
Discover how Andy Novins turns business challenges into big wins! Andy shares with host Andrew Stotz how he uses Deming strategies to outsmart competitors, watch for market shifts, and win loyal clients in one of the toughest industries around.
Read MoreBecome a Better Investor Newsletter – 13 September 2025
Apple, Microsoft, and Nvidia are 17.5% of the US stock market. Energy is only 3% of the US stock market. Gold sets new records. Record jobs numbers revision. US$7 trillion on the sidelines.
Read MoreRare Photos and Fresh Stories: An Insider’s View of Deming’s World (Part 2)
Step into a treasure trove of rare stories, photos, and audio clips as Bill Scherkenbach shares his decades with Dr. Deming. From boardrooms to sleigh rides, discover the moments, minds, and memories that shaped modern quality thinking, told by someone who lived it. A powerful blend of insight, humor, and history you won’t want to miss.
Read MoreA. Stotz All Weather Strategies – August 2025
China and Gold outperformed. Performance review of our strategies in August 2025 – All Weather Inflation Guard gained 0.3%, All Weather Strategy gained 1.7%, All Weather Alpha Focus gained 3.3%.
Read MoreBecome a Better Investor Newsletter – 6 September 2025
Gold surpasses US$3,600/oz t. Central banks load up on gold. Diamonds are an investor’s nightmare. Russian gas to China instead of the West. The US makes the money.
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