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Become a Better Investor Newsletter – 30 August 2025

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Noteworthy this week

  • US stocks hit ATH valuation
  • Trump taking control of the Fed
  • Fed gives up its inflation target
  • Trump is going full Xi
  • US government spending at WW2 levels

US stocks hit ATH valuation: The US stock market hits its most expensive valuation in history, surpassing the Dot Com Bubble and the run-up to the Great Depression.

Trump taking control of the Fed: Recent actions by Trump may help persuade the Fed to cut rates, to help him in the midterms.

Fed gives up its inflation target: Or maybe not? As always, it’s up for interpretation. However, it appears that the Fed would rather let inflation run hot than risk a recession.

Trump is going full Xi: Trump decided to let Intel repay by giving a 10% stake to the US government.

US government spending at WW2 levels: Since August 11, the US has added US$200 billion in debt. Why is the US government spending running at WW2 levels in a “strong” economy?

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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

#399 How Elon Works – Founders Podcast

“This episode covers the insanely valuable company-building principles of Elon Musk—and nothing else.”

Listen on Apple or Spotify.

Readings this week

Have You Heard the Good News?

“Yes, we have real problems. But widen the aperture, and you’ll see that there has never been a better time to be alive than the present day.”

Read the article.

Book recommendation

The Masters of Private Equity and Venture Capital: Management Lessons from the Pioneers of Private Investing by Robert Finkel

“In The Masters of Private Equity and Venture Capital, the pioneers of the industry share the investing and management wisdom they have gained by investing in and transforming their portfolio companies.”

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 episodes

Ep810: Dr. Gilbert Guzman – The $1M Lesson I Learned by Not Launching My Startup

BIO: Dr. Gilbert  A. Guzmán is a business strategist and systems thinker. He is the founder of IntraQ AI, a SaaS solution designed to eliminate knowledge gaps within the workplace, and the author of Atomic Impact: Systems for Transformative Productivity.

STORY: In 2012, Gilbert  envisioned a portable charger vending system for airports, universities, and theaters—a “Redbox for power.” He over-engineered, over-researched, and waited for “perfect”—while another company launched the same concept. By the time he moved, they dominated airports with a first-mover advantage.

LEARNING: Jump in and get things going. Don’t be afraid to fail. Iterate, and get your product to market.

Access the episode’s show notes and resources

Published on Become a Better Investor this week

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 conclude the lessons from the book.

Listen to Enrich Your Future Conclusion: Larry’s Timeless Guide to Smarter Investing

Tasly Pharmaceutical Group Company Limited (600535 SH): Profitable Growth rank of 6 was down compared to the prior period’s 5th rank. This is below average performance compared to 380 large Health Care companies worldwide.

Read Tasly Pharmaceutical Group – World Class Benchmarking

GFPT Public Company Limited (GFPT TB): Profitable Growth rank of 3 was up compared to the prior period’s 4th rank. This is above average performance compared to 430 medium Cons. Staples companies worldwide.

Read GFPT – World Class Benchmarking

Tong Yang Industry Company Limited (1319 TT): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 970 large Cons. Disc. companies worldwide.

Read Tong Yang Industry – World Class Benchmarking

DigiPlus Interactive Corporation (PLUS PM): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 970 large Cons. Disc. companies worldwide.

Read DigiPlus Interactive Corp – 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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