Posts by Andrew Stotz
A. 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.
Read MoreGoing Beyond Good: Awaken Your Inner Deming (Part 6)
If something is “good” is that good enough? Who decides? In this episode, Bill and Andrew discuss how people define “good,” what interchangeability has to do with morale, and the problem with a “merit-based” culture. Bonus: Learn how Americans became the first to use the French idea of interchangeable parts in manufacturing.
Read MoreMy 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.
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