Posts by Andrew Stotz
A. Stotz All Weather Strategies – December 2022
Central bankers appear to be raising rates into a recession to stifle inflation; stagflation would be the worst outcome. Demand for necessities (food and energy), inflation, and supply-chain disruptions can drive commodities higher. We see opportunities to allocate to specific sectors and markets within equity. Bonds and gold to protect capital.
Read MoreBecome a Better Investor Newsletter – 7 January 2023
Europe is highly dependent on gas. Luckily, the winter has been mild so far in Europe. US mortgage rates are at a level not seen for a long time. The Japanese Yen has rebounded. 2022 was an awful year for a stock + bond portfolio.
Read MoreWeaponizing Special Causes: Deming in Education with David P. Langford (Part 10)
In this episode, David and Andrew talk about Common Cause Variation vs Special Cause Variation, and the problem of confusing the two. Using the example of transgender students, David describes how a system’s capability should be expanded rather than using that special cause situation as a weapon to destroy the entire system.
Read MoreMy Worst Investment Ever December 2022
In December 2022, we published 13 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 31 December 2022
I wish you a prosperous 2023!
Read MoreThe Taguchi Loss Function: Deming in Education with David P. Langford (Part 9)
What is the Taguchi Loss Function and how does it apply to education? In this episode, Andrew and David talk about statistician Genichi Taguchi’s idea that the further you move from a measurable quality target, the more quality is lost, even if the item still “meets specifications.” David shows how you can apply this to education.
Read MoreBecome a Better Investor Newsletter – 24 December 2022
I’d like to wish you a Merry Christmas if you’re celebrating. Either way, I hope you have a good time with your loved ones.
Read MoreThe Problem with Standardized Tests: Deming in Education with David P. Langford (Part 8)
In this episode, David and Andrew discuss the dreaded standardized tests, including how they evolved, how they’re used (and not used) now, and what Deming said about them. David also offers practical tips for educators who want to move away from standardized tests in their classrooms.
Read MoreBecome a Better Investor Newsletter – 17 December 2022
US inflation was “only” at 7.1%. Seems like the CPI numbers were leaked. It’s worth keeping an eye on Real Estate. EIA forecasts solar power to be no. 1 by 2027. Vanguard is getting out of climate alliance.
Read MoreOptimization of a System: Deming in Education with David P. Langford (Part 7)
In this episode, David and Andrew discuss going beyond solving problems in schools to preventing them from happening. David also shares a tool for finding the area where optimization of the system would have the greatest impact.
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