Posts by Andrew Stotz
ISMS 13: Global Interest Rates – Hikes Slow, Inversion Signals Recession
World – End of DM ST rate rise, inverted yield curves remain, high rates in EM.
Read MoreBecome a Better Investor Newsletter – 8 April 2023
The market doesn’t believe the Fed. Gold surpasses US$2,000/oz t. Central banks seem to like gold again. Surprise oil production cuts. War is also business (unfortunately).
Read MoreWhat is the Difference Between Testing and Ranking Students? Deming in Education with David P. Langford (Part 16)
Are tests like the SAT – and a potential National Merit Scholarship that goes with a good score – the same as grading or ranking students? David and Andrew discuss the differences.
Read MoreMy Worst Investment Ever March 2023
In March 2023, we published 20 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 1 April 2023
Commercial real estate could be hit next. The first yuan-settled LNG trade happened. Still, US$ remains the reserve currency. Turns out DB is better than CS (at getting fines). Passive investing is not necessarily that diversified.
Read MoreWhat is the Critical Mass for Transformation?
How many people need to be “on board” in order to start implementing Deming ideas in an organization? Andrew and David P. Langford discuss Dr. Deming’s answer and what that means for folks trying to make changes.
Read MoreISMS 12: CPI Racing Across the Globe
Is global CPI going to follow the US CPI slowdown?
Read MoreISMS 11: US Banking Crisis and Fed Rate Cut
Did the Fed finally break something with its aggressive rate rises? I’ve been repeating in my investment strategy that the Fed will eventually break something, and yes, they did. They did.
Read MoreISMS 10: US CPI Could Decline to 4% By YE23; Unless QE Revs Up
Is US CPI going up or down by yearend 2023?
Read MoreBecome a Better Investor Newsletter – 25 March 2023
Another 0.25% hike from the Fed. Deposits leave US banks due to Fed rate hikes. US housing market is getting hit. Debit Suisse appears to be a great deal…not. Xi and Putin teams up to challenge the US.
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