Posts by Andrew Stotz
My Worst Investment Ever August 2023
In August 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 – 2 September 2023
There’ll be no US recession. CRE is not doing well. Credit card delinquency at 30-year high. China’s private debt may have peaked. Chinese gov’t stimulates stock trading.
Read MoreBeyond Tools & Techniques: Awaken Your Inner Deming (Part 5)
Information is data: it’s the what, when, where, and who of something. Knowledge requires looking at the bigger picture and asking why. So how do we go from having information to having knowledge? Bill and Andrew talk about tools, techniques, concepts, and strategies.
Read MoreBecome a Better Investor Newsletter – 26 August 2023
Bottom record for China’s GDP. High rates hit hard when debt is massive. US money supply continues to fall. Thaksin returns to Thailand. If government…
Read MoreTackling More Management Myths: Deming in Schools Case Study with John Dues (Part 9)
How do we motivate employees? Traditionally, we offer merit pay, focus on accountability, and use other extrinsic motivators tied to performance. The ideas sound good on the surface, but John and Andrew discuss the many pitfalls and unintended consequences – and what to do instead.
Read MoreBecome a Better Investor Newsletter – 19 August 2023
US corporate bankruptcies double. American life expectancy falling. PBOC cuts rates. The Yuan has lost ground. China FDI at a 25-year low.
Read MorePerformance Appraisals: Deming in Schools Case Study with John Dues (Part 8)
Dr. Deming railed against performance appraisals, listing them 3rd in his Seven Deadly Diseases of Management and calling them “Destroyer of People”. In this discussion, John Dues explains our cultural attachment to appraising workers and why it is a myth to assume that appraisals have any impact on performance at all.
Read MoreISMS 29: Larry Swedroe – The Shiny Apple is Poisonous and Information is Not Knowledge
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 ninth series, they discuss mistake number 16: Do You Fail To See The Poison Inside the Shiny Apple? And mistake number 17: Do You Confuse Information With Knowledge?
Read MoreBecome a Better Investor Newsletter – 12 August 2023
Cleveland Fed expects inflation to reaccelerate. S&P Global drops ESG ratings. Chinese export prices see a massive drop. Factory-building boosts US GDP growth. World debt at $225trn.
Read MoreTackling Management Myths: Deming in Schools Case Study with John Dues (Part 7)
In this episode, John and Andrew unpack a few of the myths Dr. Deming identified that continue to destroy organizations from the inside. John explains how these myths also negatively impact schools and kids – and what to do instead.
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