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Become a Better Investor Newsletter – 19 April 2025

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Noteworthy this week

  • Gold hits new ATH
  • Gold has beaten the S&P 500
  • The Economist’s 360 on US$
  • US oil production is down
  • NVIDIA hit by export restrictions

Gold hits new ATH: Gold recorded new highs during the week, surpassing US$3,300/oz t.

Gold has beaten the S&P 500: The Gold ETF has gained 619% in the past 20 years and is now outperforming the S&P 500 ETF, which has gained 579% over the same period.

The Economist’s 360 on US$: In just 6 months, The Economist went from “ the envy of the world” to “how a dollar crisis would unfold.”

US oil production is down: This could signal that US economic growth is slowing down.

NVIDIA hit by export restrictions: New export restrictions on its artificial intelligence (AI) chips; specifically, NVIDIA must obtain licenses from the US government to sell its H20 processors in China.

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Weekly market performance

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Chart of the week

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Podcasts we listened to this week

100 Baggers Leave Fingerprints | Chris Mayer Wrote the Book and Tells You How to Find Them – Talking Billions

“In this episode of Excess Returns, Matt Zeigler is joined by special co-host Bogumil Baranowski to sit down with Chris Mayer. As the author of the acclaimed book 100 Baggers: Stocks That Return 100-to-1 and How to Find Them.”

Listen on Apple or Spotify.

Readings this week

Nobody Knows (Yet Again)

“On Monday, September 15, 2008, shortly after the close of the New York Stock Exchange, Lehman Brothers surprised the world by filing for bankruptcy. Market participants quickly concluded that the US financial sector was on the verge of melting down. Reflecting this fear, the markets embarked on what felt like a downward spiral without end.”

Read the memo.

Book recommendation

Government Gangsters: The Deep State, the Truth, and the Battle for Our Democracy by Kash Pramod Patel

“The highest levels of government have been infiltrated by an anti-democratic Deep State that can be defeated by refocusing our national security mission and relentlessly defending the truth.”

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 episodes

Ep803: Andrew Stotz – I, Coffee: The Capitalist Miracle Behind Your Morning Cup

I am the cup of coffee warming your hands right now. A simple drink with a story no government could brew. My journey from a cherry on a tree to your morning ritual is a testament to freedom, ambition, and human ingenuity.

I exist not because of a single plan by a government or business but because of countless decisions, risks, and exchanges made by individuals and companies.

I am the child of voluntary trade, fierce competition, and the pursuit of profit, all working without a master plan. These forces grow me, move me, roast me, and deliver me to you.

No single person could make me from start to finish, yet billions of cups like me are made every day.

Access the episode’s show notes and resources

Ep802: Collin Plume – Why You Should Make Your Own Mistakes

BIO: Collin Plume, a precious metals expert and serial entrepreneur, helps investors maximize returns with minimal risk.

STORY: Collin inherited some money from his grandmother at 18. When two of his college friends came to him with the idea of creating a TV show, but on the internet, he cut them a check that was way too much than what he should have. The business didn’t work.

LEARNING: If you’re going to make a mistake in something, make it yourself and learn from it.

Access the episode’s show notes and resources

Published on Become a Better Investor this week

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 28: Buy, Hold, or Sell and the Endowment Effect and Chapter 29: The Drivers of Investor Behavior.

Listen to Enrich Your Future 28 & 29: How to Outsmart Your Investing Biases

Arcadyan Technology Corporation (3596 TT): Profitable Growth rank of 5 was down compared to the prior period’s 4th rank. This is average performance compared to 620 large Info Tech companies worldwide.

Read Arcadyan Technology Corp – World Class Benchmarking

Samart Corporation Public Company Limited (SAMART TB): Profitable Growth rank of 7 was down compared to the prior period’s 5th rank. This is below average performance compared to 650 medium Info Tech companies worldwide.

Read Samart Corporation – World Class Benchmarking

Bangchak Corporation Public Company Limited (BCP TB): Profitable Growth rank of 10 was down compared to the prior period’s 7th rank. This is poor performance compared to 290 large Energy companies worldwide.

Read Bangchak Corporation – World Class Benchmarking

AP (Thailand) Public Company Limited (AP TB): Profitable Growth rank of 3 was down compared to the prior period’s 1st rank. This is above average performance compared to 200 large Real Estate companies worldwide.

Read AP (Thailand) – 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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