Posts by Andrew Stotz
ISMS 4: Bond Yields Are Showing the Fed Has Won Its Battle Against Inflation
Unlike EMs, DMs benefited from nearly free money. The market believes US ST rates rise has quelled inflation. What do you think: Has the Fed succeeded at quelling inflation or not?
Read MoreBecome a Better Investor Newsletter – 11 February 2023
US credit card debt reaches new heights. Analysts are forecasting earnings contraction. Masa Son is the undisputed master of tech bubbles. Hedge funds perform terribly; still, people buy them. One ton of ore generates max 10kg of copper.
Read MoreCellphones in the Classroom: Deming in Education with David P. Langford (Part 15)
In our latest Deming in Education podcast, Andrew and David talk about a controversial subject: cellphones in classrooms. Should teachers have them? Students? Should they be banned? Or is there another way?
Read MoreA. Stotz All Weather Strategies – January 2023
Strong equity rebound in January. Performance review of our strategies in January 2023 – All Weather Inflation Guard rose by 0.9%. All Weather Strategy rose by 2.2%. All Weather Alpha Focus rose by 1.1%. Global outlook that guides our asset allocation.
Read MoreBecome a Better Investor Newsletter – 4 February 2023
We’ve heard about the soft landing before. The US Treasury forecasts an explosion in public debt. US equity risk premium is at a decade low. Green energy produces much toxic waste. The woke green movement is a sect.
Read MoreThriving on Chaos: Deming in Education with David P. Langford (Part 14)
In this episode, Andrew and David talk about chaos, authority, and when calming the chaos can feel like a loss of control. They explore the “psychology” aspect of Dr. Deming’s System of Profound Knowledge, and how that applies to classrooms and school systems.
Read MoreISMS 3: Will the US Have a Recession or a Soft Landing?
Never has the US gov’t caused such a massive move in GDP. The question is, “which way is GDP going?” Will we see a recession or a soft landing?
Read MoreMy Worst Investment Ever January 2023
In January 2023, we published 10 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 28 January 2023
The world’s 3rd richest man accused of running a scam. Have we reached peak China?. China’s exports to the US set new records in 2022. What happens in the US matters for the rest of the world. There is value in disagreement.
Read MoreHow to Start Setting Operational Definitions: Deming in Education with David P. Langford (Part 13)
Now that we understand Operational Definitions (see Part 12), it’s time to figure out how to use them to get the improvements and results you want. Andrew and David talk about examples of useful Operational Definitions and how they can impact all aspects of education (and beyond!).
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