Posts by Andrew Stotz
Your Wealth Engine – 17 October 2022
The show that helps you create, grow, and protect your wealth through the power of free-market Capitalism.
Read MoreBecome a Better Investor Newsletter – 15 October 2022
Inflation is in the things you really need. OPEC+ agrees to cut production quotas, which could boost inflation. Fed seems committed to killing inflation; what will the terminal rate be?
Read MoreBecome a Better Investor Newsletter – 8 October 2022
Inflation is in the things you really need. OPEC+ agrees to cut production quotas, which could boost inflation. Fed seems committed to killing inflation; what will the terminal rate be?
Read MoreCan Alibaba Continue to Maintain Its Dominant Position?
Alibaba’s GMV is twice of Amazon’s. In 2020, Jack Ma criticized China’s banking system as being inefficient which led to realization that China’s big techs are wielding too much power.
Read MoreMy Worst Investment Ever September 2022
In September 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 – 1 October 2022
Fed is hiking rates at a record pace. Jeremy Siegel pounds on the Fed. The Bank of England has already ended QT. Italy’s first female PM is anti-establishment.
Read MoreA. Stotz All Weather Strategies – August 2022
The All Weather Strategy: The market expects Fed and the ECB to hike aggressively, even if it causes a recession. Europe’s energy crisis is far from over.
Read MoreIs the Equity Spin-off Enough to Unlock Daimler Truck’s Value?
What’s interesting about Daimler Truck is that 99.9% of the shareholders approved the spin-off.
Read MoreBecome a Better Investor Newsletter – 24 September 2022
The big event of the week was the FOMC meeting, where the Fed decided to hike 0.75% in line with market expectations causing the stock market to fall.
Read MoreBecome a Better Investor Newsletter – 17 September 2022
Reduced liquidity has driven down financial markets, bonds have been exceptionally bad in 2022YTD, and fertilizer production shutdowns are going to be painful for poor people worldwide.
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