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Become a Better Investor Newsletter – 28 March 2026

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Noteworthy this week

  • Commodity prices can go way higher
  • Food prices are likely to rise
  • Saudi Arabia is rerouting its oil
  • Is gold going to beat the bear?
  • Green energy deforests the Amazon

Commodity prices can go way higher: Compared to 2022, key commodities could rise significantly.

Food prices are likely to rise: Much fertilizer normally passes through the Strait of Hormuz, and LNG is the primary feedstock for fertilizer. Rising oil costs make farming and transportation more expensive, too. This energy crisis is likely to spill over to food.

Saudi Arabia is rerouting its oil: Saudi Arabia has managed to replace about 40% of its Gulf shipments via Yanbu.

Is gold going to beat the bear?: Gold dropped more than 20% from its ATH, a common definition of a bear market. Will it return above US$5,000/oz t or are we going to get deeper into the bear market?

Green energy deforests the Amazon: Half a million balsa trees are illegally logged in the Amazon rainforest every year to feed global wind turbine demand. But bro, it’s for a good cause!

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Weekly market performance

Chart of the week

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Podcasts we listened to this week

Survival First. Returns Second | Vitaliy Katsenelson on Investing Amid Extreme Uncertainty

“Vitaliy discusses why humility and diversification are increasingly important for investors today, how to balance quality and valuation when selecting stocks, and what he has learned about selling decisions, portfolio construction, and long-term investing discipline.”

Listen on Apple or Spotify.

Readings this week

The Great Yacht Swap: Inside Mauerberger’s Escape to the Seychelles

“He sold his superyachts to shell companies, fired the world’s most prestigious yacht manager, and disappeared into the Indian Ocean. This is how Benjamin Mauerberger executed the great yacht swap.”

Read the article.

 

Memes of the week

New My Worst Investment Ever episode

Ep819: David Siegel – The Agentic Economy: Why AI Agents Will Redefine Work and Wealth

BIO: David Siegel is a Silicon Valley entrepreneur who has founded more than a dozen companies. He has written five books on technology and business, was once a candidate for the dean of Stanford Business School, and is now an AI thought leader leading an AI startup he hopes will pave the way for the agentic economy.

STORY: Nine months after David’s last appearance on the podcast, the conversation has shifted from “what are LLMs?” to agents that act. 60-65% of NYSE trades are already fully machine-to-machine—a preview of where all commerce is headed.

LEARNING: You don’t need to know exactly how AI works, but you need to get in the game.

Access the episode’s show notes and resources

Published on Become a Better Investor this week

Singapore Telecommunications Limited (ST SP): Profitable Growth rank of 3 was same compared to the prior period’s 3rd rank. This is above average performance compared to 240 large Comm. Serv. companies worldwide.

Read Singapore Telecommunications – World Class Benchmarking

PT Astra Agro Lestari Tbk (AALI IJ): Profitable Growth rank of 3 was up compared to the prior period’s 6th rank. This is above average performance compared to 560 large Cons. Staples companies worldwide.

Read Astra Agro Lestari – World Class Benchmarking

Jasmine Technology Solution Public Company Limited (JTS TB): Profitable Growth rank of 5 was down compared to the prior period’s 1st rank. This is average performance compared to 260 small Comm. Serv. companies worldwide.

Read Jasmine Technology Solution – World Class Benchmarking

Etihad GO Telecom Co (EAT AB): Profitable Growth rank of 2 was down compared to the prior period’s 1st rank. This is World Class performance compared to 210 medium Comm. Serv. companies worldwide.

Read Etihad GO Telecom Co – World Class Benchmarking

Haier Smart Home Company Limited (600690 SH): Profitable Growth rank of 3 was up compared to the prior period’s 4th rank. This is above average performance compared to 920 large Cons. Disc. companies worldwide.

Read Haier Smart Home – 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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