Posts by Andrew Stotz
My Worst Investment Ever April 2023
In April 2023, we published 22 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreISMS 20: Larry Swedroe – Do You Extrapolate From Small Samples and Trust Your Intuition?
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 third episode, they talk about mistake number three: Do you believe events are more predictable after the fact than before? And mistake number four: Do you extrapolate from small samples and trust your intuition?
Read MoreBecome a Better Investor Newsletter – 29 April 2023
Yield curve dynamics. Overcrowded China reopening trade. Gold has outperformed miners. Solar energy waste. China bets on nuclear.
Read MoreFrom Taguchi to Deming: Awaken Your Inner Deming (Part 1)
In this, the first in a series of episodes on Awakening Your Inner Deming, Andrew talks with Dr. Bill Bellows about his journey. He started with Taguchi, read his way through other quality “gurus”, and finally found Deming in unexpected places – solving big problems in space shuttles along the way!
Read MoreISMS 19: 5% March 2023 CPI Could Fall to 4% By Year-End; If Oil Doesn’t Fly
An oil price surge would push end-2023 slightly higher than 4%, but only slightly because it takes a few months for an oil price rise to impact CPI. A US recession could quickly bring CPI below 4%.
Read MoreISMS 18: Dave Collum – What Makes Your Investments Good or Bad
In this episode of Investment Strategy Made Simple (ISMS), Dave joins Andrew again as he shares more about his good and bad investments, among other things.
Read MoreBecome a Better Investor Newsletter – 22 April 2023
The market doesn’t believe the Fed. Gold surpasses US$2,000/oz t. Central banks seem to like gold again. Surprise oil production cuts. War is also business (unfortunately).
Read MoreDefine the System and the Aim: Role of a Manager in Education (Part 1)
With this episode, Andrew and David P. Langford start a new series on the Role of the Manager in Education.
Read MoreISMS 17: Larry Swedroe – Do You Project Recent Trends Indefinitely Into the Future?
In this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss a chapter of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this second episode of the series, they talk about mistake number two: Do you project recent trends indefinitely into the future?
Read MoreCan FedEx Hit $300 Again?
What’s interesting about FedEx is that its margin is half of its main competitor UPS.
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