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Become a Better Investor Newsletter – 30 May 2026

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Noteworthy this week

  • Micron hits US$1trn market cap at record speed
  • Argentina’s on track to producing 70% more oil
  • HK overtakes Switzerland as the world’s wealth hub
  • Emerging markets are outperforming the S&P 500
  • US food prices are re-accelerating

Micron hits US$1trn at record speed: What took Apple 1,650 days and Berkshire 1,700 days, Micron did in just a handful of trading days.

Argentina’s on track to producing 70% more oil: Driven by the Vaca Muerta shale basin, oil production is projected to rise 70% and gas output 40–45% by 2030.

HK overtakes Switzerland as the world’s wealth hub: It is now the largest cross-border wealth-management center, with 60% of flows originating in mainland China.

Emerging markets are outperforming the S&P 500: The MSCI Emerging Markets index is up 48%, and its equal-weighted counterpart is up 33% over the past year, both outpacing the US benchmark.

US food prices are re-accelerating: Grocery prices are up 32% since Jan 2020, with April’s +0.7% monthly jump the largest since Aug 2022. Coffee is up 133% over the same period, and beef prices have hit record highs.

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Weekly market performance

Chart of the week

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Podcasts we listened to this week

Wealthion – Be financially resilient | Jim Bianco: AI is holding up a broken market

“Jim Bianco warns that beneath the market’s record highs, the rally is dangerously narrow — with AI and chip stocks doing most of the heavy lifting while large parts of the market struggle. He explains why AI may be the most important force in financial markets right now, how one private AI company is distorting S&P 500 earnings, and why investors may need to rethink what realistic returns look like in this new regime.”

Listen on Apple or Spotify.

Readings this week

Collaborative Fund | Morgan Housel: Long-term money

“Morgan Housel argues that what looks like “spoiled” younger generations is actually the whole point — each generation works hard so the next one can shift its worries to higher-order problems, from food and shelter to security to disease to work-life balance.”

Read the article.

Memes of the week

Published on Become a Better Investor this week

Ta Ann Holdings Berhad (TAH MK): Profitable Growth rank of 4 was up compared to the prior period’s 6th rank. This is above average performance compared to 410 medium Cons. Staples companies worldwide.

Read Ta Ann Holdings – World Class Benchmarking

L & K Engineering Company Limited (6139 TT): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 1,380 large Industrials companies worldwide.

Read L & K Engineering – World Class Benchmarking

Chengzhi Company Limited (000990 SZ): Profitable Growth rank of 8 was same compared to the prior period’s 8th rank. This is below average performance compared to 750 large Materials companies worldwide.

Read Chengzhi – World Class Benchmarking

Mena Transport Public Company Limited (MENA TB): Profitable Growth rank of 4 was same compared to the prior period’s 4th rank. This is above average performance compared to 830 small Industrials companies worldwide.

Read Mena Transport – World Class Benchmarking

Krungthai Car Rent and Lease Public Company Limited (KCAR TB): Profitable Growth rank of 3 was up compared to the prior period’s 7th rank. This is above average performance compared to 830 small Industrials companies worldwide.

Read Krungthai Car Rent and Lease – 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.

Posted in Newsletter