Newsletter
Become a Better Investor Newsletter – 25 March 2023
Another 0.25% hike from the Fed. Deposits leave US banks due to Fed rate hikes. US housing market is getting hit. Debit Suisse appears to be a great deal…not. Xi and Putin teams up to challenge the US.
Read MoreBecome a Better Investor Newsletter – 18 March 2023
According to KPMG, everything was chill at SVB 2 weeks ago. SVB could have been avoided if regulators were actually doing their jobs. Saving SVB was a bailout of Silicon Valley. Then there’s Debit Suisse. The “king of chemicals” needed for the green switch and food.
Read MoreBecome a Better Investor Newsletter – 11 March 2023
Are economists making weather forecasters look good again? Suffering is necessary to kill inflation. The US bond market is in a record drawdown. You need to be contrarian to make money in the markets. Solar and wind resources aren’t plugged in.
Read MoreBecome a Better Investor Newsletter – 4 March 2023
2022 bond returns sucked, but they’ve sucked before. Fees really matter for investment returns. High volatility and leverage can ruin you quickly. It’s not going to be cheap for Germany to resolve its energy crisis. Is China collapsing?
Read MoreBecome a Better Investor Newsletter – 25 February 2023
Buying high can result in a return-free decade. Japan signals a global recession. Approaching a deflationary period. But real wage growth suggests an uptick in US stocks. Solar panels require tons of mining.
Read MoreBecome a Better Investor Newsletter – 18 February 2023
The recent stock rally wasn’t supported by liquidity. ECB’s Valentine’s trolling re-affirms 2% inflation. Is the current inflation caused by supply shocks or by monetary debasement. The US has pushed the Europe-Russia conflict for a long time. Who cares about poison lakes in China?
Read MoreBecome a Better Investor Newsletter – 11 February 2023
US credit card debt reaches new heights. Analysts are forecasting earnings contraction. Masa Son is the undisputed master of tech bubbles. Hedge funds perform terribly; still, people buy them. One ton of ore generates max 10kg of copper.
Read MoreBecome a Better Investor Newsletter – 4 February 2023
We’ve heard about the soft landing before. The US Treasury forecasts an explosion in public debt. US equity risk premium is at a decade low. Green energy produces much toxic waste. The woke green movement is a sect.
Read MoreBecome a Better Investor Newsletter – 28 January 2023
The world’s 3rd richest man accused of running a scam. Have we reached peak China?. China’s exports to the US set new records in 2022. What happens in the US matters for the rest of the world. There is value in disagreement.
Read MoreBecome a Better Investor Newsletter – 21 January 2023
High US teen employment shows Fed isn’t done. New data suggests trouble for the US housing market. Amazon’s revenue is larger than 70 countries’ GDP. India is the next global growth engine. The dirty extraction of minerals for green energy.
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