Posts by Andrew Stotz
A. Stotz All Weather Strategies – November 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. Bonds and gold to protect capital.
Read MoreBecome a Better Investor Newsletter – 10 December 2022
Non-traded REITs see a massive rise in redemptions. Blackstone’s US$69bn BREIT limits redemptions. Wait, what? Wasn’t EV the way to stay ESG compliant? Indian stocks are going strong. THE TWITTER FILES.
Read MoreQuality is the Answer: Deming in Education with David P. Langford (Part 6)
With nearly 2 million students not returning to schools and educational institutions after COVID, David and Andrew explore the question “how do we create quality education systems so students are excited to come to school – and stay there?
Read MoreBecome a Better Investor Newsletter – 3 December 2022
Earnings recession to come. US housing prices take a massive hit. Chinese protest in the streets. Dutch farmers are not only getting killed by ESG. The Green leaders are burning tons of coal.
Read MoreContinuous vs Continual Improvement: Deming in Education with David P. Langford (Part 5)
In this episode of our special Deming in Education series, David and Andrew talk about the difference between “continuous” and “continual” improvement – and how that applies in classrooms.
Read MoreMy Worst Investment Ever November 2022
In November 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 – 26 November 2022
WACC for S&P 500 firms is up by 50%. US housing prices are falling. Mortgage appraisals in the US are positively skewed. Beyond meat, more like beyond profit. We’re not yet at the bottom of this bear.
Read MoreBy What Method: Deming in Education with David P. Langford (Part 4)
David and Andrew’s discussion of how using Deming in the classroom not only inspires achievement it also creates collaboration among excited students.
Read MoreBecome a Better Investor Newsletter – 19 November 2022
Borrowing to keep up with the Joneses. The US gov’t has also borrowed to keep up. Rich nations continue to pay for others to reduce coal. ESG rating firm scores a fraud above fossil fuels. When you spot a virtue signaller, run!
Read MoreHow to Track Progress (Continued): Deming in Education with David P. Langford (Part 3)
In this episode, David and Andrew continue to talk about the thorny problem of tracking student progress – grading – and how to remove it from the classroom.
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