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Become a Better Investor Newsletter – 15 March 2025

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Noteworthy this week

  • AI needs a lot of energy
  • Intra-day tariff, ever heard about it?
  • China builds >50% of ships
  • Private capital – low risk, high return
  • It’s different this time

AI needs a lot of energy: It takes AI as much energy to answer a question as it takes to charge a smartphone fully. Even assuming AI becomes more energy efficient, the demand will likely become massive.

Intra-day tariff, ever heard about it?: Me neither, but now we have.

China builds >50% of ships: >95% of ships are built in Asia. China accounts for over 53% of global shipbuilding.

Private capital – low risk, high return: At least if you’d like to delude yourself in the same way as many endowments and pension funds do. The low volatility of private investments is because they are not priced regularly and transparently.

It’s different this time: It is doubtful that it will be different this time and that forecasts will turn out accurate. What do you think will happen with interest rates in the US?

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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

Soul in the Game: A Conversation with Vitaliy Katsenelson – Talking Billions with Bogumil Baranowski

“In this illuminating conversation, Vitaliy Katsenelson shares his remarkable journey from Soviet Russia to becoming a respected value investor in the United States. Through personal anecdotes and philosophical reflections, Vitaliy explores the delicate interplay between life’s most precious currencies: time, money, and purpose.”

Listen on Apple or Spotify.

Readings this week

Letter to A Young Investor #9: Live Your Questions

“In today’s letter, I want to share with you something no one told me when I was starting out more than 20 years ago, and that I learned the hard way, by faltering and making mistakes.”

Read the article.

Book recommendation

The Brothers Karamazov by Fyodor Dostoevsky

“Set in 19th-century Russia, The Brothers Karamazov is a passionate philosophical novel that enters deeply into questions of God, free will, and morality. It is a theological drama dealing with problems of faith, doubt, and reason in the context of a modernizing Russia, with a plot that revolves around the subject of patricide.”

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 26: Should You Invest Now or Spread It Out?

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 26: Dollar Cost Averaging.

LEARNING: Invest all your money whenever you have it.

Access the episode’s show notes and resources

Published on Become a Better Investor this week

Join John Dues and Andrew Stotz as they go one step deeper into finding the precise problem you want to improve. Sometimes taking big actions means starting small.

Listen to Diving Deeper into Defining the Problem: Path for Improvement Part 6

Anant Raj Limited (ARCP IN): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 300 medium Real Estate companies worldwide.

Read Anant Raj – World Class Benchmarking

WHA Corporation Public Company Limited (WHA TB): Profitable Growth rank of 3 was same compared to the prior period’s 3rd rank. This is above average performance compared to 300 medium Real Estate companies worldwide.

Read WHA Corporation – World Class Benchmarking

IHH Healthcare Berhad (IHH MK): Profitable Growth rank of 7 was down compared to the prior period’s 4th rank. This is below average performance compared to 380 large Health Care companies worldwide.

Read IHH Healthcare – World Class Benchmarking

Gold and Bonds did well, and Europe and China within Equity. Performance review of our strategies in February 2025 – All Weather Inflation Guard gained 0.7%, All Weather Strategy gained 0.8%, All Weather Alpha Focus gained 0.3%.

Read A. Stotz All Weather Strategies – February 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.

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