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Become a Better Investor Newsletter – 11 April 2026

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Noteworthy this week

  • Trump announces ceasefire with Iran
  • Japanese gov’t bond yields are off the charts
  • Berkshire’s US$373bn war chest
  • Most people think oil = petrol
  • President Trump’s other inflation headache

Trump announces ceasefire with Iran: “We received a ten-point proposal plan from Iran and believe it is a workable basis on which to negotiate.”

Japanese government bond yields are OFF THE CHARTS: The 30-year JGB yield is up to 3.7%, trading near all-time record levels since the bond was introduced in 1999.

Berkshire’s war chest: US$373 bn of cash and Treasury bills: Berkshire Hathaway is now sitting on a staggering US$373bn in cash, enough to buy 480 companies in the S&P 500.

President Trump’s other inflation headache is beef: While everyone is rightly focused on gasoline and oil amid the US-Iran war, the meat market isn’t giving any respite.

Most people think oil = petrol: 1 barrel of oil is so much more than 42 gallons / 159 liters. Petrol is only 42% of it.

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Weekly market performance

Chart of the week

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Podcasts we listened to this week

#The Memo by Howard Marks| What’s going on in Private Credit

“In his latest memo, Howard Marks discusses the evolution of the sub-investment grade credit market from its beginnings in the 1970s to its present state. He focuses on the rise of direct lending following the Global Financial Crisis, identifying the reasons for its fast growth but also the issues created by rapid capital deployment. Looking ahead, he describes the entwined fates of direct lending and private equity, with the performance of private equity portfolio companies being a key determiner of the future success of direct loans.”

Click here to listen to the episode.

Readings this week

In Forum Geopolitica | Caludio Grass: Why gold’s recent “silence” is a flashing buy signal

“During a crisis, you don’t sell what you want—you sell what you can. Gold’s recent pullback isn’t a rejection of its safe-haven status, but proof of its ultimate role: a source of liquidity when everything else is frozen.”

Read the article.

Memes of the week

Published on Become a Better Investor this week

TPK Holding Company Limited (3673 TT): Profitable Growth rank of 8 was down compared to the prior period’s 5th rank. This is below average performance compared to 620 large Info Tech companies worldwide.

Read TPK Holding – World Class Benchmarking

Central Plaza Hotel Public Company Limited (CENTEL TB): Profitable Growth rank of 7 was down compared to the prior period’s 6th rank. This is below average performance compared to 920 large Cons. Disc. companies worldwide.

Read Central Plaza Hotel – World Class Benchmarking

Tower Semiconductor Limited (TSEM IT): Profitable Growth rank of 5 was same compared to the prior period’s 5th rank. This is average performance compared to 620 large Info Tech companies worldwide.

Read Tower Semiconductor – World Class Benchmarking

Beiqi Foton Motor Company Limited (600166 SH): Profitable Growth rank of 8 was up compared to the prior period’s 9th rank. This is below average performance compared to 920 large Cons. Disc. companies worldwide.

Read Beiqi Foton Motor – World Class Benchmarking

Latin America and Commodities outperformed. Performance review of our strategies in March 2026 – All Weather Inflation Guard fell 0.9%, All Weather Strategy fell 0.9%, All Weather Alpha Focus fell 0.8%.

Read A. Stotz All Weather Strategies – March 2026

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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