Posts by Andrew Stotz
What Do Training and Leadership Really Mean? Deming in Schools Case Study (Part 13)
In this episode, John Dues and host Andrew Stotz discuss what Dr. Deming meant by “institute training on the job” and “adopt and institute leadership” (principles 6 and 7). How do you follow those principles in the context of education?
Read MoreA. Stotz All Weather Strategies – October 2023
All asset classes except gold fell in October 2023. Performance review of our strategies in October 2023 – All Weather Inflation Guard was down 1.5%, All Weather Strategy was down 2.4%, All Weather Alpha Focus was down 1.9%. Global outlook that guides our asset allocation.
Read MoreBecome a Better Investor Newsletter – 11 November 2023
Korea bans short-selling. Apple & Microsoft are 14.4% of the S&P 500. Buffett has been selling since 4Q22. This rate cycle will be different?. The aftermath of We(DON’T)Work.
Read MoreWho Needs Special Help? Role of a Manager in Education (Part 9)
Most of the time, variation between students or workers is the result of common cause situations, but sometimes you find folks who consistently aren’t performing at the same level. Does more punishment work? What should you do instead? In the episode, David Langford and host Andrew Stotz discuss how managers (or teachers) should approach these “special cause” situations.
Read MoreBecome a Better Investor Newsletter – 4 November 2023
Fed removes recession from its forecast. Japan’s fighting fire with gasoline?. China FDIs see new lows. We(DO NOT)Work. Trust in media reaches new low.
Read MoreResource Management: Awaken Your Inner Deming (Part 9)
In this episode, Bill Bellows and host Andrew Stotz talk about resource management in a non-traditional sense. Bill explains how managing the variation and integration in your product or service is just as important as increasing consistency and removing waste.
Read MoreMy Worst Investment Ever October 2023
In October 2023, we published 14 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 28 October 2023
The US dominates the World index. Not so fun to borrow anymore. It’s hard to keep up in the US. 10% drawdowns happen every 1.6 years. “War is good”.
Read MoreThe Student Supply Chain and Using PDSA for Improvement Deming in Schools Case Study with John Dues (Part 12)
In this series, John Dues and host Andrew Stotz discuss principles that educational systems leaders can use to guide their transformation work. This episode covers principles 4 and 5: maximize high-quality learning and work continually on the system.
Read MoreISMS 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.
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