Posts by Andrew Stotz
Become 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!”.
Read MoreUnderstanding Shades of Variation: Awaken Your Inner Deming (Part 8)
In this episode, Bill and Andrew discuss the shades of variation: meeting requirements, accuracy, precision, and precision around variety. Is reducing variation to zero a good thing? Plus, Bill and Andrew share stories that offer practical ways to think about these concepts.
Read MoreTaiwan Was the Best Performer in Asia in 9M23
Asian markets were down in 9M23 except for Taiwan, India, Korea, Vietnam, and Indonesia. Taiwan was the strongest performer in USD and local terms.
Read MoreMy Worst Investment Ever September 2023
In September 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 – 30 September 2023
Long-term US Treasuries reach a new low. 7 stocks drive the S&P 500. Small caps & EM dominated the 2000s. Gold trades at a premium in China. German house prices in free-fall.
Read MoreStarting the Transformation: Deming in Schools Case Study with John Dues (Part 10)
In this episode, John and Andrew shift from management myths (don’t do this) to principles for transformation (do this instead) based on Deming’s 14 Points for Management. This episode introduces the principles and the context you need to get started.
Read MoreBecome a Better Investor Newsletter – 23 September 2023
Fed screws the middle class. Small caps are getting crushed. ECB hikes another 0.25%. Chinese real estate is the largest asset class. The end of free trade?
Read MoreUnleashing Hidden Powers for Improvement: Role of a Manager in Education (Part 7)
David and Andrew discuss the three types of power that leaders have: authority, knowledge, and persuasion. David also explains where the current style of “command and control” management comes from and what a nearly failed family vacation can tell us about power.
Read MoreBecome a Better Investor Newsletter – 16 September 2023
Low expectations on China. Long big tech, short China. Apple still relies on China. US CPI rebounded in August. German bankruptcies on the rise.
Read MoreSeeing Through New Eyes: Awaken Your Inner Deming (Part 7)
Learning Deming is like seeing the world through a different lens. In this episode, Bill Bellows uses various examples to show us how powerful that new vision can be.
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