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Become a Better Investor Newsletter – 1 March 2025

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Noteworthy this week

  • Trump to slap EU with tariffs
  • EU nuclear support rises
  • Higher US inflation expectations
  • Deficit drives GDP
  • US ceasing to be a great power

Trump to slap EU with tariffs: President Trump says the US will impose 25% tariffs on autos and other things from the EU. What deal does he want with the EU?

EU nuclear support rises: Most EU citizens now support nuclear energy. Compared to the same survey in 2021, the positive attitude toward nuclear has increased by 10 ppts across the EU.

Higher US inflation expectations: Americans expect inflation to reach 3.5% over the next 5-10 years, the highest reading in 30 years.

Deficit drives GDP: In the past 2 years in the OECD, deficit is correlated with growth. Run a higher deficit to grow GDP. Maybe GDP isn’t that great of a KPI.

US ceasing to be a great power: “Ferguson’s Law states that any great power that spends more on debt service than on defense risks ceasing to be a great power.”

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Weekly market performance

Click here to see more markets and periods.

Chart of the week

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Podcasts we listened to this week

Double Your Profits, Guaranteed – The Sales Podcast

I was a guest on Wes Schaeffer’s The Sales Podcast.

Listen on Apple or Spotify.

Readings this week

Fundsmith’s Annual Letter to Shareholders 2024

Download PDF.

Book recommendation

Main Street Millionaire: How to Make Extraordinary Wealth Buying Ordinary Businesses by Codie Sanchez

“Most people look for wealth in all the wrong places. From dropshipping and startups to grinding for promotions, you might believe you have to trade your life to be one of the few who win. But the truly rich know these paths are paved with delusion and false promises.”

Get the book on Audible or Kindle.

Audible is great; have you tried it? If not, click here to get 2 books for free.

Memes of the week

New My Worst Investment Ever episode

Enrich Your Future 25: Stock Crashes Happen—Be Prepared

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 25: Battles Are Won Before They Are Fought

LEARNING: Past performance does not guarantee future results. Change the criteria you use to select managers.

Access the episode’s show notes and resources

Published on Become a Better Investor this week

Join host Andrew Stotz for a lively conversation with Cliff Norman and Dave Williams, two of the authors of “Quality as an Organizational Strategy.” They share stories of Dr. Deming, insights from working with businesses over the years, and the five activities the book is based on.

Listen to Quality as an Organizational Strategy with Cliff Norman and Dave Williams

Offshore Oil Engineering Company Limited (600583 SH): Profitable Growth rank of 6 was up compared to the prior period’s 7th rank. This is below average performance compared to 300 large Energy companies worldwide.

Read Offshore Oil Engineering – World Class Benchmarking

Radiant Opto-Electronics Corporation (6176 TT): Profitable Growth rank of 3 was up compared to the prior period’s 5th rank. This is above average performance compared to 620 large Info Tech companies worldwide.

Read Radiant Opto-Electronics Corp – World Class Benchmarking

Sheng Siong Group Limited (SSG SP): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 550 large Cons. Staples companies worldwide.

Read Sheng Siong Group – World Class Benchmarking

Rojana Industrial Park Public Company Limited (ROJNA TB): Profitable Growth rank of 2 was up compared to the prior period’s 7th rank. This is World Class performance compared to 120 medium Utilities companies worldwide.

Read Rojana Industrial Park – World Class Benchmarking

DISCLAIMER: This content is for information purposes only. It is not intended to be investment advice. Readers should not consider statements made by the author(s) as formal recommendations and should consult their financial advisor before making any investment decisions. While the information provided is believed to be accurate, it may include errors or inaccuracies. The author(s) cannot be held liable for any actions taken as a result of reading this article.

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