Posts by Andrew Stotz
ISMS 31: Global CPI saw 2nd MoM uptick in August
Will the global CPI slowdown continue? Or will it rebound?
Read MoreA. Stotz All Weather Strategies – September 2023
Big drop in both stocks and bonds. Performance review of our strategies in September 2023 – All Weather Inflation Guard was down 1.8%, All Weather Strategy was down 2.4%, All Weather Strategy was down 4.1%. Global outlook that guides our asset allocation.
Read MoreIs Your Company Prepared for an Upcoming Recession?
In preparation for an impending recession, business leaders are expected to lead! Leading means being proactive.
Read MoreBecome 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?
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