Become a Better Investor Newsletter – 11 October 2025
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.
there is nothing happening in america besides AI pic.twitter.com/xp5Le9EY33
— spike (@spikedoanz) October 8, 2025
Fund managers say the US is overvalued: 91% of fund managers believe US stocks are overvalued, the most in history.
91% of Fund Managers believe U.S. Stocks are overvalued, the most in history 🤯👀 pic.twitter.com/tO7OBHsFdX
— Barchart (@Barchart) October 8, 2025
The AI bubble explained: Here is how the AI bubble is being created, per Bloomberg.
Here is how the AI bubble is being created, per Bloomberg: pic.twitter.com/rHlVKVpKgV
— unusual_whales (@unusual_whales) October 8, 2025
Gold surpasses US$4,000/oz t: Of course, everyone and their dog wants in, and analysts revise their target prices.
Goldman Sachs has raised its December 2026 #Gold price forecast to $4,900/oz (from $4,300 prev), citing strong & persistent inflows that have fueled a 17% rally since Aug26. The bank says continued buying from Western ETFs and CenBanks appears to be durable, prompting it to lift… pic.twitter.com/dsKR096RAD
— Holger Zschaepitz (@Schuldensuehner) October 7, 2025
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.
This is incredible:
It now takes 102 ounces of gold to buy the median-priced new single-family home in the US, the lowest amount in 46 years.
Excluding 1979, this is the lowest level in at least 65 years.
The ratio has fallen by -180 ounces over the last 3 years, as gold… pic.twitter.com/0kH4Q2WMpN
— The Kobeissi Letter (@KobeissiLetter) October 8, 2025
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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
#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.”
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?”
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
The finance meme economy is becoming increasingly circular, sparking investor concerns of bubble like behavior pic.twitter.com/AArfuXoktB
— High Yield Harry (@HighyieldHarry) October 8, 2025
ALL TIME HIGHS MFERS pic.twitter.com/DmDGDzKknY
— Not Jerome Powell (@alifarhat79) October 8, 2025
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.