Posts by Andrew Stotz
Taiwan Was the Best Performer in Asia in 2023
Taiwan, Korea, India, Vietnam, Indonesia, and Philippines were the only markets with a positive return in 2023. Taiwan was the strongest performer in USD and local terms.
Read MoreMy Worst Investment Ever December 2023
In December 2023, we published 9 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 30 December 2023
US core inflation down to 4%. Fed continues to pause. US stock valuations at crazy (?) levels. Milei starts shock treatment. Oil is forecasted to be in oversupply.
Read MoreHow to Break Down Barriers: Deming in Schools Case Study (Part 15)
Most people agree: teamwork and collaboration generate greater results than isolation and silos. So why do we let barriers get in the way? In this episode, John Dues and host Andrew Stotz talk about barriers to collaboration and how to break them down.
Read MoreBecome a Better Investor Newsletter – 23 December 2023
US core inflation down to 4%. Fed continues to pause. US stock valuations at crazy (?) levels. Milei starts shock treatment. Oil is forecasted to be in oversupply.
Read MoreIn Search of Excellence: Awaken Your Inner Deming (Part 11)
What’s the difference between Compliance Excellence and Contextual Excellence? Is one better than the other? Which one does a Deming organization pursue? In this episode, Bill Bellows and host Andrew Stotz talk about the variety of types of excellence, and why they matter.
Read MoreISMS 37: Larry Swedroe – Pay Attention to a Fund’s Proper Benchmarks and Taxes
In this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this fourteenth series, they discuss mistake number 26: Do You Fail to Compare Your Funds to Proper Benchmarks? And mistake 27: Do You Focus On Pretax Returns?
Read MoreBecome a Better Investor Newsletter – 16 December 2023
US core inflation down to 4%. Fed continues to pause. US stock valuations at crazy (?) levels. Milei starts shock treatment. Oil is forecasted to be in oversupply.
Read MoreDrive Out Fear: Deming in Schools Case Study (Part 14)
What causes fear in an organization? How is fear hurting employee morale, productivity, and overall performance? What great things can happen when you remove fear? In this episode, John Dues and host Andrew Stotz talk about fear, and how managers can get rid of it.
Read MoreA. Stotz All Weather Strategies – November 2023
Big rebound in equity; everything up except commodities. Performance review of our strategies in November 2023 – All Weather Inflation Guard gained 4.2%, All Weather Strategy gained 6.2%, All Weather Alpha Focus gained 6.4%. Global outlook that guides our asset allocation.
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