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A. Stotz All Weather Strategies – August 2024

By Andrew Stotz | Sep 9, 2024

Gold and Bonds shined. Performance review of our strategies in August 2024 – All Weather Inflation Guard gained 0.6%, All Weather Strategy was flat, All Weather Alpha Focus gained 1.9%.

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Become a Better Investor Newsletter – 7 September 2024

By Andrew Stotz | Sep 7, 2024

US households invest a lot in stocks. 9 million vacant homes in Japan. US labor market worsens. We’re working a lot less. Prices have skyrocketed in the past 50 years.

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Enrich Your Future 11: Long-Term Outperformance Is Not Always Evidence of Skill

By Andrew Stotz | Sep 6, 2024

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 11: The Demon of Chance.

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8 Dimensions of Quality: Misunderstanding Quality (Part 2)

By Andrew Stotz | Sep 5, 2024

In this episode, Bill Bellows and Andrew Stotz discuss David Garvin’s 8 Dimensions of Quality and how they apply in the Deming world. Bill references this article by Garvin.

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Charoen Pokphand Foods – World Class Benchmarking

By Become a Better Investor | Sep 4, 2024

Charoen Pokphand Foods Public Company Limited (CPF TB): Profitable Growth rank of 10 was same compared to the prior period’s 10th rank. This is poor performance compared to 560 large Cons. Staples companies worldwide.

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BOE Technology Group – World Class Benchmarking

By Become a Better Investor | Sep 3, 2024

BOE Technology Group Company Limited (000725 SZ): Profitable Growth rank of 9 was same compared to the prior period’s 9th rank. This is poor performance compared to 640 large Info Tech companies worldwide.

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My Worst Investment Ever August 2024

By Andrew Stotz | Sep 2, 2024

In August 2024, we published 6 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.

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Become a Better Investor Newsletter – 31 August 2024

By Andrew Stotz | Aug 31, 2024

War-like US government deficit. Overstated US employment. No return investing in bonds. Berkshire Hathaway’s market cap hit US$1trn. Tulsi Gabbard endorses Trump.

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Enrich Your Future 10: You Won’t Beat the Market Even the Best Funds Don’t

By Andrew Stotz | Aug 30, 2024

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 10: When Even the Best Aren’t Likely to Win the Game.

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Quality, Back to the Start! Misunderstanding Quality (Part 1)

By Andrew Stotz | Aug 29, 2024

Where did your “quality journey” start? In this first episode of a new series on quality, Bill Bellows shares his “origin story,” the evolution of his thinking, and why the Deming philosophy is unique.

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