Newsletter
Become a Better Investor Newsletter – 5 July 2025
Boom in US tariff revenue. Historic bond drawdown. Delinquency rate on office-linked debt skyrocket. US$ weakens at record pace. Trump and Musk are back at it.
Read MoreBecome a Better Investor Newsletter – 28 June 2025
Israel-Iran truce. US is the no.1 oil producer. US$ down 10% YTD. NASDAQ loves July. Self-censorship threatens democracy.
Read MoreBecome a Better Investor Newsletter – 21 June 2025
The world is invested in the US. Is it time for EM?. JPM expects US stocks to underperform. Gold is 20% of CB reserves. China buys Iran’s oil.
Read MoreBecome a Better Investor Newsletter – 14 June 2025
The TACO trade. EU might have some leverage on US. China is 50% of e-commerce. BoJ owns 52% of the gov’t debt. New BTC ATH.
Read MoreBecome a Better Investor Newsletter – 7 June 2025
Printer goes Brrr again. US$ has weakened significantly. A 40% weaker US$ would eliminate the trade deficit. Vietnam’s Dong still weakens against the US$. Learn to code, they said.
Read MoreBecome a Better Investor Newsletter – 31 May 2025
The TACO trade. EU might have some leverage on US. China is 50% of e-commerce. BoJ owns 52% of the gov’t debt. New BTC ATH.
Read MoreBecome a Better Investor Newsletter – 24 May 2025
US inflation expectations through the roof. 5%+ UST yields are back. Money supply is growing again. New ATH for BTC. Lego beats luxury.
Read MoreBecome a Better Investor Newsletter – 17 May 2025
Socialism sucks. 50% drawdowns are common. The UST yield challenge. Time for Emerging markets?. The illusion of choice.
Read MoreBecome a Better Investor Newsletter – 10 May 2025
Buffett steps down as CEO. 100 years without return. China’s coal power is massive. China, Japan, Korea, and ASEAN team up. Gold to surpass US$4,000/oz t?.
Read MoreBecome a Better Investor Newsletter – 3 May 2025
Gold hits new ATH. Gold has beaten the S&P 500. The Economist’s 360 on US$. US oil production is down. NVIDIA hit by export restrictions.
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