Posts by Andrew Stotz
Enrich Your Future 36: The Madness of Crowded Trades
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 36: Fashions and Investment Folly.
Read MoreA. Stotz All Weather Strategies – June 2025
Strong equity rebound in Emerging Markets, Asia, and US. Performance review of our strategies in June 2025 – All Weather Inflation Guard gained 1.4%, All Weather Strategy gained 1.3%, All Weather Alpha Focus gained 1.5%.
Read MoreBecome a Better Investor Newsletter – 5 July 2025
Boom in US tariff revenue. Historic bond drawdown. Delinquency rate on office-linked debt skyrocket. US$ weakens at record pace. Trump and Musk are back at it.
Read MoreEnrich Your Future 35: Market Gurus Are Just Expensive Entertainers
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 35: Mad Money.
Read MoreKorea Was the Best Performer in Asia in 1H25
Korea, Singapore, Hong Kong, China, Vietnam, India, and Philippines were the only markets with a positive return in 1H25. Korea was the strongest performer in USD and local terms.
Read MoreMy Worst Investment Ever June 2025
In June 2025, we published 4 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 28 June 2025
Israel-Iran truce. US is the no.1 oil producer. US$ down 10% YTD. NASDAQ loves July. Self-censorship threatens democracy.
Read MoreThai Stocks Must Produce Growth to Spark Interest
Developed markets are incredibly cheap these days, trading at less than 2x price-to-book value compared to 3.6x for developed markets (which are mainly comprised of the highly valued US).
Read MoreFVMR Methodology Reveals 8 Interesting Stocks in Thailand
We recently applied our FVMR Investing model in Thailand and identified eight stocks that we considered worthy of your further research. Remember that these are not recommendations.
Read MoreThailand’s Unyielding Spirit Brings Resilience and Opportunity
Thailand serves as a living testament to resilience. Since I arrived in 1992, the country has experienced multiple coups and constitutional changes, yet it continues to function, adapt, and even thrive in the most challenging moments.
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