Posts by Andrew Stotz
A. Stotz All Weather Strategies – October 2022
Central bankers appear to be raising rates into a recession to stifle inflation; stagflation would be the worst outcome. Demand for necessities (food and energy), inflation, and supply-chain disruptions can drive Commodities higher.
Read MoreYour Wealth Engine – 7 November 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 – 5 November 2022
Fed hiked 0.75% as expected by the market. Central banks have been loading up on gold. Biden disincentivizes energy investments. Hundreds of new mines are needed to meet battery demand. We could see an OPEC-style cartel for battery metals.
Read MoreMy Worst Investment Ever October 2022
In October 2022, we published 13 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreYour Wealth Engine – 31 October 2022
Fed interest rate hiking cycle sweeping across the world. EM rates have been higher but kept low by China; FMs suffer the most Rate rise reduced global earnings by 6.2%; in DM US and UK hit hardest.
Read MoreBecome a Better Investor Newsletter – 29 October 2022
Elon Musk now controls Twitter. Snap shows that analysts aren’t great at predicting the future. Meta (Facebook) is so bad that even Jim Cramer apologized. ESG is not going that well at the moment. ESG has also meant increased dependence on China.
Read MoreBecome a Better Investor Newsletter – 22 October 2022
UK political crisis continues. US ramps up the Tech war with China. The East loads up on gold. US mortgage rate hits 7%. Private investments are at risk of blowing up. Where are we in the cycle?
Read MoreA. Stotz All Weather Strategies – September 2022
Inflation continues to race up. Destroyed Nord Stream could worsen the European energy crisis. Central banks are raising rates into a recession.
Read MoreYour 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?
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