Posts by Andrew Stotz
Demographics, Debt, and Education Failures Threaten Thailand’s Future
Thailand has overcome considerable challenges before, and I still believe it has the resilience to do so again. However, these three issues — demographics, debt, and education — won’t go away on their own.
Read MoreBecome a Better Investor Newsletter – 21 June 2025
The world is invested in the US. Is it time for EM?. JPM expects US stocks to underperform. Gold is 20% of CB reserves. China buys Iran’s oil.
Read MoreEnrich Your Future 34: Embrace the Bear: Why Market Crashes Are Your Silent Ally
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 34: Bear Markets: A Necessary Evil.
Read MoreBecome a Better Investor Newsletter – 14 June 2025
The TACO trade. EU might have some leverage on US. China is 50% of e-commerce. BoJ owns 52% of the gov’t debt. New BTC ATH.
Read MoreGetting Started with Quality as an Organizational Strategy: A Conversation with Cliff Norman and David Williams
Why would any leader choose to take on a transformation that requires rethinking how they lead, how their organization functions, and how they learn?
Read MoreA. Stotz All Weather Strategies – May 2025
Strong Equity rebound led by Developed Markets. Performance review of our strategies in May 2025 – All Weather Inflation Guard gained 1.2%, All Weather Strategy gained 3.2%, All Weather Alpha Focus gained 0.5%.
Read MoreBecome a Better Investor Newsletter – 7 June 2025
Printer goes Brrr again. US$ has weakened significantly. A 40% weaker US$ would eliminate the trade deficit. Vietnam’s Dong still weakens against the US$. Learn to code, they said.
Read MoreEnrich Your Future 33: The Market Doesn’t Care How Smart You Are
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 33: An Investor’s Worst Enemy.
Read MoreMy Worst Investment Ever May 2025
In May 2025, we published 8 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 31 May 2025
The TACO trade. EU might have some leverage on US. China is 50% of e-commerce. BoJ owns 52% of the gov’t debt. New BTC ATH.
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