Posts by Andrew Stotz
Become a Better Investor Newsletter – 22 June 2024
US retail sales are weak. Foreigners hold less US debt. A house might not be the investment it once was. India to add a lot of coal power. Asia is big in important metals.
Read MoreGoal Setting Is Often An Act of Desperation: Part 5
In this episode, John Dues and Andrew Stotz apply lessons five through seven of the 10 Key Lessons for implementing Deming in classrooms. They continue using Jessica’s fourth-grade science class as an example to illustrate the concepts in action.
Read MoreBecome a Better Investor Newsletter – 15 June 2024
Fed keeps rate unchanged. Invest like the US Congress. India appears pretty expensive. The Canadian real estate bubble. Flying is back.
Read MoreEnrich Your Future 01: The Determinants of the Risk and Return of Stocks and Bonds
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 01: The Determinants of the Risk and Return of Stocks and Bonds.
Read MoreA. Stotz All Weather Strategies – May 2024
Strong stock rebound led by US and Developed Europe. Performance review of our strategies in May 2024 – All Weather Inflation Guard gained 1.2%, All Weather Strategy gained 1.6%, All Weather Alpha Focus gained 1.3%.
Read MoreBecome a Better Investor Newsletter – 8 June 2024
Bond/Gold ratio signals global financial weakness. Nvidia gains US$1trn+ and overtakes Apple. China dumps US Treasuries for Gold. Buffett likes US Treasuries, though. US$9trn of US gov’t debt maturing soon.
Read MoreHow to Test for Understanding: Awaken Your Inner Deming (Part 22)
How do you know that the learning you and your colleagues are doing is leading to changes in behavior? In this episode, Bill and Andrew discuss little tests you can do to see if the transformation you’re working toward is really happening.
Read MoreMy Worst Investment Ever May 2024
In May 2024, we published 4 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 1 June 2024
Tough times for small US businesses. Asset managers don’t expect a recession. China drives copper demand. Oil and gas are here to stay. Nvidia dominates the data center compute market.
Read MoreTransparency Among Friends: Awaken Your Inner Deming (Part 21)
How can you make lasting change at your organization? Recruit your friends! In this discussion, Bill Bellows lays out his experience recruiting and working with a small group to make big changes in a large company.
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