Posts by Andrew Stotz
ISMS 3: Will the US Have a Recession or a Soft Landing?
Never has the US gov’t caused such a massive move in GDP. The question is, “which way is GDP going?” Will we see a recession or a soft landing?
Read MoreMy Worst Investment Ever January 2023
In January 2023, we published 10 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 28 January 2023
The world’s 3rd richest man accused of running a scam. Have we reached peak China?. China’s exports to the US set new records in 2022. What happens in the US matters for the rest of the world. There is value in disagreement.
Read MoreHow to Start Setting Operational Definitions: Deming in Education with David P. Langford (Part 13)
Now that we understand Operational Definitions (see Part 12), it’s time to figure out how to use them to get the improvements and results you want. Andrew and David talk about examples of useful Operational Definitions and how they can impact all aspects of education (and beyond!).
Read MoreISMS 2: The Man Behind the Most Successful Recession Indicator Questions It
In a recent LinkedIn post, Campbell Harvey outlined why his yield curve inversion theory, which has a perfect record of predicting recessions, may no longer work. He concludes that we may not get a recession in 2023.
Read MoreBecome a Better Investor Newsletter – 21 January 2023
High US teen employment shows Fed isn’t done. New data suggests trouble for the US housing market. Amazon’s revenue is larger than 70 countries’ GDP. India is the next global growth engine. The dirty extraction of minerals for green energy.
Read MoreThe Importance of Operational Definitions: Deming in Education with David P. Langford (Part 12)
Operational definitions are clearly defined words, phrases, and concepts that everyone working together agrees to use in the same way. Making assumptions about words like “tardy” or “good” is a fast track to confusion and disengagement. In this episode, Andrew and David talk about operational definitions in education – for students, faculty, and administrators.
Read MoreISMS 1: The United States Won WW2.5, but Who Lost?
WW2.5 is what I like to call “The US against who?” You may say China or Russia. In my opinion, those are both wrong. It’s the US against Europe. And the US just won. The Russia-Ukraine conflict has encouraged US dominance over Europe. Let’s take a deeper look at this dominance.
Read MoreBecome a Better Investor Newsletter – 14 January 2023
The most expected recession in history. US stocks have seen inflows, and Europe has seen outflows. It’s not only US stocks that perform over time. Korea has a sober energy policy. • Eggs have become expensive, or have they?
Read MoreDeadly Disease of Employee of the Month: Deming in Education with David P. Langford (Part 11)
Dr. Deming listed 7 Deadly Diseases of Management in Out of the Crisis, and one of the more surprising is #3: Evaluation of performance, merit rating, or annual review. In this episode, David and Andrew discuss the harmful practice of awarding “teacher of the year,” “student of the month,” or other traditional recognition practices. David also offers practical suggestions for alternatives.
Read More