Posts by Andrew Stotz
ISMS 33: Fed Success! High LT Rates & Recession Coming
World yield curve inversion is falling because of rising LT rates. Rising LT rates are reducing yield curve inversion fastest in DM Americas and DM Europe. Rates are high across EMs, crushing in FMs, and low in EM Asia. France and Germany ST rates rising; DM countries have past peak yield curve inversion due to rising LT rates. Rates are low in China, which, together with India, never inverted.
Read MoreBecome a Better Investor Newsletter – 21 October 2023
Make US$155k to afford a house. Rates to stay permanently higher. The labor market is weakening. Wall Street no longer sees a recession. Japan is attractive for stock pickers.
Read MoreWhose fault is it? Role of a Manager in Education (Part 8)
When things go wrong, who gets blamed? When things go right, who gets the credit? Dr. Deming wrote that good managers don’t play the blame/credit game. Instead, they “study results [of feedback] with the aim to improve performance.” In this episode, David Langford and host Andrew Stotz discuss getting honest feedback, how to react, and why it’s important.
Read MoreISMS 32: 5 Signs of Impending Recession
5 Warning signs of impending recession – 1. Inverted yield curve, 2. Peak employment, 3. A slowdown in bank lending, 4. Leading indicators falling & bankruptcies rising, 5. Weakening consumer.
Read MoreBecome a Better Investor Newsletter – 14 October 2023
50% of listed US firms are lossmaking. Runner-up issuance year for US Treasuries. Unemployment points to recession. Stock market bottoms when unemployment races up. Investors flee renewables.
Read MoreApplying Deming’s 14 Points to Education – Points 2 and 3: Deming in Schools Case Study with John Dues (Part 11)
In this episode, John Dues and host Andrew Stotz discuss points 2 and 3 of Dr. Deming’s 14 Points for Management – translated for people in education: adopt the new philosophy and cease dependence on inspection to achieve quality.
Read MoreISMS 31: Global CPI saw 2nd MoM uptick in August
Will the global CPI slowdown continue? Or will it rebound?
Read MoreA. Stotz All Weather Strategies – September 2023
Big drop in both stocks and bonds. Performance review of our strategies in September 2023 – All Weather Inflation Guard was down 1.8%, All Weather Strategy was down 2.4%, All Weather Strategy was down 4.1%. Global outlook that guides our asset allocation.
Read MoreIs Your Company Prepared for an Upcoming Recession?
In preparation for an impending recession, business leaders are expected to lead! Leading means being proactive.
Read MoreBecome a Better Investor Newsletter – 7 October 2023
US$ on a rally. China might not be getting out of US$. Corporates took advantage of QE. We’ve heard about soft landings before. Truckers yell, “Recession!”.
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