AI drives US GDP. Fund managers say the US is overvalued. The AI bubble explained. Gold surpasses US$4,000/oz t. Remember, gold stores value.
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The Eightfold Path of Investing: 1. Right Understanding, 2. Right Thought, 3. Right Speech, 4. Right Action, 5. Right Livelihood, 6. Right Effort, 7. Right Mindfulness, and 8. Right Concentration.
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The Four Noble Truths of Investing: 1. The Truth of Suffering, 2. The Truth of the Origin of Suffering, 3. The Truth of the Cessation of Suffering, and 4. The Truth of the Path to the Cessation of Suffering.
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Wuhan Guide Infrared Company Limited (002414 SZ): Profitable Growth rank of 9 was same compared to the prior period’s 9th rank. This is poor performance compared to 710 medium Info Tech companies worldwide.
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Thai Oil Public Company Limited (TOP TB): Profitable Growth rank of 9 was down compared to the prior period’s 8th rank. This is poor performance compared to 290 large Energy companies worldwide.
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Gold had an exceptional month. Performance review of our strategies in September 2025 – All Weather Inflation Guard gained 0.4%, All Weather Strategy gained 6.3%, All Weather Alpha Focus gained 5.9%.
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Global debt hits a new ATH. Gold hits new ATH. Silver nearing ATH. NVIDIA market cap surpasses US$4.5trn. There are more PE funds than Micky Ds.
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Great leaders know there’s no one-size-fits-all formula. In this episode, Bill Scherkenbach and Andrew Stotz discuss practical lessons on how to connect with people on physical, logical, and emotional levels to truly get things done. Discover why balancing “me” and “we” is the secret to lasting results—and why empathy might be your most powerful leadership tool.
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Asian markets were up in 9M2025 except for Malaysia, Thailand, Philippines, and Indonesia in local currencies. Korea was the strongest performer in USD terms, and Vietnam was the strongest performer in local currencies.
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In September 2025, we published 1 new episode of the My Worst Investment Ever podcast. Listen to all of them here.
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