Newsletter
Become a Better Investor Newsletter – 7 January 2023
Europe is highly dependent on gas. Luckily, the winter has been mild so far in Europe. US mortgage rates are at a level not seen for a long time. The Japanese Yen has rebounded. 2022 was an awful year for a stock + bond portfolio.
Read MoreBecome a Better Investor Newsletter – 31 December 2022
I wish you a prosperous 2023!
Read MoreBecome a Better Investor Newsletter – 24 December 2022
I’d like to wish you a Merry Christmas if you’re celebrating. Either way, I hope you have a good time with your loved ones.
Read MoreBecome a Better Investor Newsletter – 17 December 2022
US inflation was “only” at 7.1%. Seems like the CPI numbers were leaked. It’s worth keeping an eye on Real Estate. EIA forecasts solar power to be no. 1 by 2027. Vanguard is getting out of climate alliance.
Read MoreBecome a Better Investor Newsletter – 10 December 2022
Non-traded REITs see a massive rise in redemptions. Blackstone’s US$69bn BREIT limits redemptions. Wait, what? Wasn’t EV the way to stay ESG compliant? Indian stocks are going strong. THE TWITTER FILES.
Read MoreBecome a Better Investor Newsletter – 3 December 2022
Earnings recession to come. US housing prices take a massive hit. Chinese protest in the streets. Dutch farmers are not only getting killed by ESG. The Green leaders are burning tons of coal.
Read MoreBecome a Better Investor Newsletter – 26 November 2022
WACC for S&P 500 firms is up by 50%. US housing prices are falling. Mortgage appraisals in the US are positively skewed. Beyond meat, more like beyond profit. We’re not yet at the bottom of this bear.
Read MoreBecome a Better Investor Newsletter – 19 November 2022
Borrowing to keep up with the Joneses. The US gov’t has also borrowed to keep up. Rich nations continue to pay for others to reduce coal. ESG rating firm scores a fraud above fossil fuels. When you spot a virtue signaller, run!
Read MoreBecome a Better Investor Newsletter – 12 November 2022
One of the largest crypto exchanges, FTX, goes bust. FTX founder got Sequoia funding by saying, “you can buy a banana”. Sequoia told its investors, “we are in the business of taking risk”. Creative destruction wipes out bad businesses. Tech stock prices are back at the covid bottom.
Read MoreBecome a Better Investor Newsletter – 5 November 2022
Fed hiked 0.75% as expected by the market. Central banks have been loading up on gold. Biden disincentivizes energy investments. Hundreds of new mines are needed to meet battery demand. We could see an OPEC-style cartel for battery metals.
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