Posts by Andrew Stotz
Become a Better Investor Newsletter – 22 July 2023
This bear market is different. Retail sales contract. US government interest payments heading for US$1trn. China fixed asset investments in a downtrend. Companies leave Germany.
Read MoreCoaching vs Judging: Role of a Manager in Education (Part 5)
In part 5 of this series, David and Andrew discuss the pitfalls of managers acting as judges versus the benefits of acting as a coach. They explore the history of traditional management practices, and how Dr. Deming’s philosophy creates happier, healthier, and more productive workplaces.
Read MoreBecome a Better Investor Newsletter – 15 July 2023
US inflation is down to 3%. The final leg of inflation is harder to break. More people fail to pay credit card bills. US mortgage rate reaches new highs. Tech PEG at Dotcom levels.
Read MoreSecret Weapon for Improvement: Deming in Schools Case Study with John Dues (Part 5)
Is there a secret weapon for improvement? Yes! John and Andrew discuss how students fit into improvement projects – and how that translates to businesses.
Read MoreA. Stotz All Weather Strategies – June 2023
Strong equity rebound; Japan and Tech were the best performers. Performance review of our strategies in June 2023 – All Weather Inflation Guard was up 1.2%, All Weather Strategy was up 2.9%, All Weather Alpha Focus was up 2.3%. Global outlook that guides our asset allocation.
Read MoreBecome a Better Investor Newsletter – 8 July 2023
US core inflation lower than expected. The service sector holds up the economy. Bankruptcies peak at the end of a recession. Extremely low earnings yield for S&P 500. The top 1% is recovering.
Read MoreThe End of Perfection: Awaken Your Inner Deming (Part 4)
What’s the difference between “perfect” and “that will work?” We use them interchangeably all the time. In this episode, Bill and Andrew discuss what “perfect” means and why it’s standing in the way of innovation and improvement at work and at home.
Read MoreISMS 26: Larry Swedroe – Are You Subject to the Endowment Effect or the Hot Streak Fallacy?
In this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this seventh episode, they talk about mistake number 11: Do you let the price paid affect your decision to continue to hold an asset? And mistake number 12: Are you subject to the fallacy of the hot streak?
Read MoreMy Worst Investment Ever June 2023
In June 2023, we published 16 new episodes of the My Worst Investment Ever podcast and one blog post. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 1 July 2023
80% of YouTube ads are subject to refunds. Bankruptcies on the rise in the US. T-Bills return the same as equities. Time to buy some bling? REMINDER: Stocks are still best in the long run.
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