Posts by Andrew Stotz
ISMS 18: Dave Collum – What Makes Your Investments Good or Bad
In this episode of Investment Strategy Made Simple (ISMS), Dave joins Andrew again as he shares more about his good and bad investments, among other things.
Read MoreBecome a Better Investor Newsletter – 22 April 2023
The market doesn’t believe the Fed. Gold surpasses US$2,000/oz t. Central banks seem to like gold again. Surprise oil production cuts. War is also business (unfortunately).
Read MoreDefine the System and the Aim: Role of a Manager in Education (Part 1)
With this episode, Andrew and David P. Langford start a new series on the Role of the Manager in Education.
Read MoreISMS 17: Larry Swedroe – Do You Project Recent Trends Indefinitely Into the Future?
In this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss a chapter of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this second episode of the series, they talk about mistake number two: Do you project recent trends indefinitely into the future?
Read MoreCan FedEx Hit $300 Again?
What’s interesting about FedEx is that its margin is half of its main competitor UPS.
Read MoreISMS 16: Top 5 EM Country Interest Rates – Normal China Yield Curve
Emerging Countries – China and Russia with stable rates, LT rates up only slightly, yield curve inversion less severe except Russia.
Read MoreBecome a Better Investor Newsletter – 15 April 2023
The market doesn’t believe the Fed. Gold surpasses US$2,000/oz t. Central banks seem to like gold again. Surprise oil production cuts. War is also business (unfortunately).
Read MoreConfusion vs Clarity: Deming in Schools Case Study (Part 1)
In this new series on applying Deming to education, Andrew talks with John Dues, Chief Learning Officer at United Schools Network and long-time Deming practitioner. This is the first in a series of 12 episodes using John’s school system as a case study for applying Deming in education.
Read MoreISMS 15: Top 5 DM Country Interest Rates – Steep US Inversion
Developed Countries – Vast DM Country increases in ST and LT rates, Japan stays an outlier, US looks worst based on yield curve inversion.
Read MoreA. Stotz All Weather Strategies – March 2023
Markets rebounded, and gold was the best asset class. Performance review of our strategies in March 2023 – All Weather Inflation Guard was up 0.1%, All Weather Strategy was up 2.2%, All Weather Alpha Focus was up 0.8%. Global outlook that guides our asset allocation.
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