Posts by Andrew Stotz
My 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.
Read MoreBecome a Better Investor Newsletter – 30 September 2023
Long-term US Treasuries reach a new low. 7 stocks drive the S&P 500. Small caps & EM dominated the 2000s. Gold trades at a premium in China. German house prices in free-fall.
Read MoreStarting the Transformation: Deming in Schools Case Study with John Dues (Part 10)
In this episode, John and Andrew shift from management myths (don’t do this) to principles for transformation (do this instead) based on Deming’s 14 Points for Management. This episode introduces the principles and the context you need to get started.
Read MoreBecome a Better Investor Newsletter – 23 September 2023
Fed screws the middle class. Small caps are getting crushed. ECB hikes another 0.25%. Chinese real estate is the largest asset class. The end of free trade?
Read MoreUnleashing Hidden Powers for Improvement: Role of a Manager in Education (Part 7)
David and Andrew discuss the three types of power that leaders have: authority, knowledge, and persuasion. David also explains where the current style of “command and control” management comes from and what a nearly failed family vacation can tell us about power.
Read MoreBecome a Better Investor Newsletter – 16 September 2023
Low expectations on China. Long big tech, short China. Apple still relies on China. US CPI rebounded in August. German bankruptcies on the rise.
Read MoreSeeing Through New Eyes: Awaken Your Inner Deming (Part 7)
Learning Deming is like seeing the world through a different lens. In this episode, Bill Bellows uses various examples to show us how powerful that new vision can be.
Read MoreISMS 30: Larry Swedroe – Do You Believe Your Fortune Is in the Stars or Rely on Misleading Information?
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 tenth series, they discuss mistake number 18: Do you believe your fortune is in the stars? And mistake number 19: Do you rely on misleading information?
Read MoreA. Stotz All Weather Strategies – August 2023
Only Japan was up; our bond allocations did well. Performance review of our strategies in August 2023 – All Weather Inflation Guard was down 0.2%, All Weather Strategy was down 1.8%, All Weather Alpha Focus was down 1.8%. Global outlook that guides our asset allocation. New weights of our strategies.
Read MoreBecome a Better Investor Newsletter – 9 September 2023
Housing is quite affordable in the US. US gov’t spending continues. China is no longer no.1 in US imports. China has cut UST holdings by 35%. Brazil is back.
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