Posts by Andrew Stotz
My Worst Investment Ever January 2025
In January 2025, we published 3 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 1 February 2025
DeepSeek rattles markets. Manufacturing to stay in China. BoJ raises 0.25%. EU banks beat US Tech. We’ve passed peak air pollution.
Read MoreBecome a Better Investor Newsletter – 25 January 2025
AI to replace investment bankers. Worst US bond bear market ever. Everyone is bearish on China. Only 29% of S&P 500 companies outperformed. The Trumps launch shitcoins.
Read MoreEnrich Your Future 22: Some Risks Are Not Worth Taking
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 22: Some Risks are Not Worth Taking.
Read MoreBecome a Better Investor Newsletter – 18 January 2025
US budget deficit up 39%. Number goes up. Hard for the US to stay decoupled. Treasuries instead of real estate. Indian Rupee hits ATL.
Read MoreMoving Productivity Forward: Boosting Lean with Deming (Part 7)
In the final episode of the series, Jacob Stoller and Andrew Stotz discuss the difference between typical companies using traditional management and more successful Deming-style companies. If productivity and performance are so much better, why do companies stick with traditional management?
Read MoreA. Stotz All Weather Strategies – December 2024
Tough end of the year. Performance review of our strategies in December 2024 – All Weather Inflation Guard fell 2.3%, All Weather Strategy fell 1.0%, All Weather Alpha Focus fell 3.9%.
Read MoreBecome a Better Investor Newsletter – 11 January 2025
FB loosens censorship. Greenland to become the 51st state. S&P 500 to gain 12% in 2025. China 10Y yield crashes. US 10Y yield rockets.
Read MoreWorse Than a Thief: Misunderstanding Quality (Part 9)
Join Bill Bellows and Andrew Stotz as they discuss what actions (or inactions) make us worse than thieves and how that relates to expiration dates, and acceptability vs desirability. Plus, stories about job swapping, Achieving Competitive Excellence, and birthdays.
Read MoreBecome a Better Investor Newsletter – 4 January 2025
The world is better. Concentrated S&P 500 performance. US$ is massively overvalued. EU regulates. Keep investing simple.
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