Skip to content
Learning that drives better investment decisions

Become a Better Investor Newsletter – 15 April 2023

By Andrew Stotz | Apr 15, 2023

The market doesn’t believe the Fed. Gold surpasses US$2,000/oz t. Central banks seem to like gold again. Surprise oil production cuts. War is also business (unfortunately).

Read More

Confusion vs Clarity: Deming in Schools Case Study (Part 1)

By Andrew Stotz | Apr 14, 2023

In this new series on applying Deming to education, Andrew talks with John Dues, Chief Learning Officer at United Schools Network and long-time Deming practitioner. This is the first in a series of 12 episodes using John’s school system as a case study for applying Deming in education.

Read More

ISMS 15: Top 5 DM Country Interest Rates – Steep US Inversion

By Andrew Stotz | Apr 13, 2023

Developed Countries – Vast DM Country increases in ST and LT rates, Japan stays an outlier, US looks worst based on yield curve inversion.

Read More

A. Stotz All Weather Strategies – March 2023

By Andrew Stotz | Apr 12, 2023

Markets rebounded, and gold was the best asset class. Performance review of our strategies in March 2023 – All Weather Inflation Guard was up 0.1%, All Weather Strategy was up 2.2%, All Weather Alpha Focus was up 0.8%. Global outlook that guides our asset allocation.

Read More

ISMS 14: Regional Interest Rates – Low in Asia, Egypt and Frontiers on Fire

By Andrew Stotz | Apr 11, 2023

Developed Market Regions – ST rates about to peak, LT rates are falling, inverted yield curve in DM Americas and Europe widened. Emerging Market Regions – Massive ST rate hikes in ME&A and Frontier, LT rates more stable, no yield curve inversion in Asia.

Read More

ISMS 13: Global Interest Rates – Hikes Slow, Inversion Signals Recession

By Andrew Stotz | Apr 10, 2023

World – End of DM ST rate rise, inverted yield curves remain, high rates in EM.

Read More

Become a Better Investor Newsletter – 8 April 2023

By Andrew Stotz | Apr 8, 2023

The market doesn’t believe the Fed. Gold surpasses US$2,000/oz t. Central banks seem to like gold again. Surprise oil production cuts. War is also business (unfortunately).

Read More

What is the Difference Between Testing and Ranking Students? Deming in Education with David P. Langford (Part 16)

By Andrew Stotz | Apr 7, 2023

Are tests like the SAT – and a potential National Merit Scholarship that goes with a good score – the same as grading or ranking students? David and Andrew discuss the differences.

Read More

WICE Logistics – World Class Benchmarking

By Become a Better Investor | Apr 6, 2023

WICE Logistics Public Company Limited (WICE TB): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 1,390 medium Industrials companies worldwide.

Read More

VGI – World Class Benchmarking

By Become a Better Investor | Apr 5, 2023

VGI Public Company Limited (VGI TB): Profitable Growth rank of 9 was same compared to the prior period’s 9th rank. This is poor performance compared to 260 medium Comm. Serv. companies worldwide.

Read More