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Become a Better Investor Newsletter – 11 October 2025

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Noteworthy this week

  • AI drives US GDP
  • Fund managers say the US is overvalued
  • The AI bubble explained
  • Gold surpasses US$4,000/oz t
  • Remember, gold stores value

AI drives US GDP: Without data centers, there would have been little to no growth in the US economy.

Fund managers say the US is overvalued: 91% of fund managers believe US stocks are overvalued, the most in history.

The AI bubble explained: Here is how the AI bubble is being created, per Bloomberg.

Gold surpasses US$4,000/oz t: Of course, everyone and their dog wants in, and analysts revise their target prices.

Remember, gold stores value: Gold may be over- or underpriced at times. However, in the long run, gold retains its value. A rising gold price means paper money loses value.

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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

#402 Thomas Peterffy: The $80 Billion Founder Who Automates Everything – Founders

“I didn’t know who Thomas Peterffy was. I was shocked to learn that he is 81 years old, worth $80 billion dollars, and has built his $120 billion company, Interactive Brokers, into one of the most efficient companies in the world. I discovered Peterffy by reading this incredible profile about him. I couldn’t put it down. That’s what this episode is about.”

Listen on Apple or Spotify.

Readings this week

An AI Addendum

“Last month, I chose to strip away all the hubris around AI and ask one simple question, one that oddly no one had really bothered to ask; how much revenue is needed to justify the current level of capex spend and give AI investors a return on their capital?”

Read the article.

Book recommendation

The Art of Spending Money: Simple Choices for a Richer Life by Morgan Housel

“Most of us don’t know how to spend money. We chase things that impress others but leave us cold. Or we save endlessly, afraid to spend on what would actually make life better. We confuse admiration with envy, comfort with excess, and utility with status.”

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

Published on Become a Better Investor this week

The Eightfold Path of Investing: 1. Right Understanding, 2. Right Thought, 3. Right Speech, 4. Right Action, 5. Right Livelihood, 6. Right Effort, 7. Right Mindfulness, and 8. Right Concentration.

Read The Eightfold Path of Investing

The Four Noble Truths of Investing: 1. The Truth of Suffering, 2. The Truth of the Origin of Suffering, 3. The Truth of the Cessation of Suffering, and 4. The Truth of the Path to the Cessation of Suffering.

Read The Four Noble Truths of Investing

Wuhan Guide Infrared Company Limited (002414 SZ): Profitable Growth rank of 9 was same compared to the prior period’s 9th rank. This is poor performance compared to 710 medium Info Tech companies worldwide.

Read Wuhan Guide Infrared– World Class Benchmarking

Thai Oil Public Company Limited (TOP TB): Profitable Growth rank of 9 was down compared to the prior period’s 8th rank. This is poor performance compared to 290 large Energy companies worldwide.

Read Thai Oil – World Class Benchmarking

Gold had an exceptional month. Performance review of our strategies in September 2025 – All Weather Inflation Guard gained 0.4%, All Weather Strategy gained 6.3%, All Weather Alpha Focus gained 5.9%.

Read A. Stotz All Weather Strategies – September 2025

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.

Posted in Newsletter