Posts by Andrew Stotz
The Evolution of Key Performance Indicators (KPIs): From Concept to Cornerstone
Discover how Key Performance Indicators evolved from John F. Rockart’s 1979 concept to today’s AI-powered predictive analytics. This comprehensive guide traces the complete history of KPIs—from the Balanced Scorecard revolution to modern OKRs and 2025 investment applications. Learn how early pioneers transformed simple metrics into strategic management tools, and explore how artificial intelligence is reshaping KPIs for investors seeking data-driven insights.
Read MoreBecome a Better Investor Newsletter – 23 August 2025
AI takes over office workers. AI gets facts from Reddit and YouTube. AI capex might be at a peak. Taxed to death. Taxed to death twice.
Read MoreEnrich Your Future 41 & 42: DIY Investing or Hire an Advisor? How to Avoid the Costliest Mistakes
In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry’s new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 41: A Tale of Two Strategies and Chapter 42: How to Identify an Advisor You Can Trust.
Read MoreBecome a Better Investor Newsletter – 16 August 2025
Air conditioning is crucial. US-EU trade deal is about optics. Energy is the AI bottleneck. Levered up. Higher taxes lead to lower tax revenue.
Read MoreMapping More of the Process: Path for Improvement (Part 10)
What if you could tackle a persistent problem without guesswork? In Part 10 of the Path to Improvement series, John Dues and Andrew Stotz discuss how John’s team uses Plan-Do-Study-Act (PDSA) cycles to calm a chaotic process with precision. Discover how to shift from blame to solutions by leveraging data and Deming thinking.
Read MoreA. Stotz All Weather Strategies – July 2025
Stocks continued up, China and Financials were strongest. Performance review of our strategies in July 2025 – All Weather Inflation Guard gained 0.4%, All Weather Strategy gained 1.3%, All Weather Alpha Focus gained 0.2%.
Read MoreBecome a Better Investor Newsletter – 9 August 2025
Chinese entrepreneurship is dead. Bubble trouble. Only Mag 7 makes money. Starbucks is struggling. LinkedIn is not struggling.
Read MoreEnrich Your Future 40: Why Passive Investing Gives You Back What Wall Street Steals
In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry’s new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 40: The Big Rocks.
Read MoreMy Worst Investment Ever July 2025
In July 2025, we published 5 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 2 August 2025
Air conditioning is crucial. US-EU trade deal is about optics. Energy is the AI bottleneck. Levered up. Higher taxes lead to lower tax revenue.
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