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Learning that drives better investment decisions

ISMS 31: Global CPI saw 2nd MoM uptick in August

By Andrew Stotz | Oct 12, 2023

Will the global CPI slowdown continue? Or will it rebound?

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Pegatron – World Class Benchmarking

By Become a Better Investor | Oct 11, 2023

Pegatron Corporation (4938 TT): Profitable Growth rank of 8 was same compared to the prior period’s 8th rank. This is below average performance compared to 660 large Info Tech companies worldwide.

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A. Stotz All Weather Strategies – September 2023

By Andrew Stotz | Oct 10, 2023

Big drop in both stocks and bonds. Performance review of our strategies in September 2023 – All Weather Inflation Guard was down 1.8%, All Weather Strategy was down 2.4%, All Weather Strategy was down 4.1%. Global outlook that guides our asset allocation.

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Is Your Company Prepared for an Upcoming Recession?

By Andrew Stotz | Oct 9, 2023

In preparation for an impending recession, business leaders are expected to lead! Leading means being proactive.

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Become a Better Investor Newsletter – 7 October 2023

By Andrew Stotz | Oct 7, 2023

US$ on a rally. China might not be getting out of US$. Corporates took advantage of QE. We’ve heard about soft landings before. Truckers yell, “Recession!”.

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Understanding Shades of Variation: Awaken Your Inner Deming (Part 8)

By Andrew Stotz | Oct 6, 2023

In this episode, Bill and Andrew discuss the shades of variation: meeting requirements, accuracy, precision, and precision around variety. Is reducing variation to zero a good thing? Plus, Bill and Andrew share stories that offer practical ways to think about these concepts.

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Taiwan Was the Best Performer in Asia in 9M23

By Andrew Stotz | Oct 5, 2023

Asian markets were down in 9M23 except for Taiwan, India, Korea, Vietnam, and Indonesia. Taiwan was the strongest performer in USD and local terms.

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Daiichikosho – World Class Benchmarking

By Become a Better Investor | Oct 4, 2023

Daiichikosho Company Limited (7458 JP): Profitable Growth rank of 2 was up compared to the prior period’s 9th rank. This is World Class performance compared to 250 large Comm. Serv. companies worldwide.

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Tangshan Port Group – World Class Benchmarking

By Become a Better Investor | Oct 3, 2023

Tangshan Port Group Company Limited (601000 SH): Profitable Growth rank of 3 was same compared to the prior period’s 3rd rank. This is above average performance compared to 1,460 large Industrials companies worldwide.

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My Worst Investment Ever September 2023

By Andrew Stotz | Oct 2, 2023

In September 2023, we published 9 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.

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