Posts by Andrew Stotz
Enrich Your Future 05: Great Companies Do Not Make High-Return Investments
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 05: Great Companies Do Not Make High-Return Investments.
Read MoreBecome a Better Investor Newsletter – 13 July 2024
US net liquidity has risen. 45% of S&P 500 tech. Is the AI bubble about to burst?. Unfunded pension entitlements are massive in Europe. European working population shrinks.
Read MoreEnrich Your Future 04: Why Is Persistent Outperformance So Hard to Find?
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 04: Why Is Persistent Outperformance So Hard to Find?
Read MoreA. Stotz All Weather Strategies – June 2024
World Equity gained, led by Info. Tech.. Performance review of our strategies in June 2024 – All Weather Inflation Guard gained 0.3%, All Weather Strategy gained 0.2%, All Weather Alpha Focus gained 0.6%.
Read MoreBecome a Better Investor Newsletter – 6 July 2024
Unemployment to rise in the US. Small caps perform record bad. Milei sorts out Argentina. Young French rejects centrism. Buffett is no longer buddies with Gates.
Read MoreEnrich Your Future 03: Persistence of Performance: Athletes Versus Investment Managers
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 03: Persistence of Performance: Athletes Versus Investment Managers.
Read MoreMy Worst Investment Ever June 2024
In June 2024, we published 4 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreTaiwan Was the Best Performer in Asia in 1H24
Asian markets were up in 1H24 except for Philippines, Hong Kong, Indonesia and Thailand in local currencies. Taiwan was the strongest performer in USD and local terms.
Read MoreBecome a Better Investor Newsletter – 29 June 2024
Inflation might be higher than we think. Higher inflation can lead to greater efficiency. US Treasuries send worrying signals. Julian Assange is free. Hillary Clinton proposed to drone Assange.
Read MoreEnrich Your Future 02: How Markets Set Prices
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 02: How Markets Set Prices.
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