Posts by Andrew Stotz
My Worst Investment Ever July 2023
In July 2023, we published 13 new episodes of the My Worst Investment Ever podcast and one blog post. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 29 July 2023
Fed hikes another 0.25%. Thought the US was in trouble? Look at the UK. More Brits regret Brexit. Falling office rents in the Americas. X.
Read MoreIs Transformation Needed? Deming in Schools Case Study (Part 6)
In this episode, John and Andrew discuss what “transformation” means in education. John juxtaposes two reports, conducted a decade apart, that have influenced education for the last 40 years: A Nation at Risk and the Sandia Report.
Read MoreBecome a Better Investor Newsletter – 22 July 2023
This bear market is different. Retail sales contract. US government interest payments heading for US$1trn. China fixed asset investments in a downtrend. Companies leave Germany.
Read MoreCoaching vs Judging: Role of a Manager in Education (Part 5)
In part 5 of this series, David and Andrew discuss the pitfalls of managers acting as judges versus the benefits of acting as a coach. They explore the history of traditional management practices, and how Dr. Deming’s philosophy creates happier, healthier, and more productive workplaces.
Read MoreBecome a Better Investor Newsletter – 15 July 2023
US inflation is down to 3%. The final leg of inflation is harder to break. More people fail to pay credit card bills. US mortgage rate reaches new highs. Tech PEG at Dotcom levels.
Read MoreSecret Weapon for Improvement: Deming in Schools Case Study with John Dues (Part 5)
Is there a secret weapon for improvement? Yes! John and Andrew discuss how students fit into improvement projects – and how that translates to businesses.
Read MoreA. Stotz All Weather Strategies – June 2023
Strong equity rebound; Japan and Tech were the best performers. Performance review of our strategies in June 2023 – All Weather Inflation Guard was up 1.2%, All Weather Strategy was up 2.9%, All Weather Alpha Focus was up 2.3%. Global outlook that guides our asset allocation.
Read MoreBecome a Better Investor Newsletter – 8 July 2023
US core inflation lower than expected. The service sector holds up the economy. Bankruptcies peak at the end of a recession. Extremely low earnings yield for S&P 500. The top 1% is recovering.
Read MoreThe End of Perfection: Awaken Your Inner Deming (Part 4)
What’s the difference between “perfect” and “that will work?” We use them interchangeably all the time. In this episode, Bill and Andrew discuss what “perfect” means and why it’s standing in the way of innovation and improvement at work and at home.
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