Noteworthy this week<\/span><\/h3>\n\n- US inflation expectations through the roof<\/li>\n
- 5%+ UST yields are back<\/li>\n
- Money supply is growing again<\/li>\n
- New ATH for BTC<\/li>\n
- Lego beats luxury<\/li>\n<\/ul>\n
US inflation expectations through the roof: <\/strong>American consumers expect inflation to jump to 7.3% over the next 12 months, the highest reading in 44 years.<\/p>\n\nConsumers now expect inflation to jump to 7.3% over the next 12 months, the highest reading in 44 years \ud83d\udea8\ud83d\udea8 pic.twitter.com\/BykMwTBwZu<\/a><\/p>\n\u2014 Barchart (@Barchart) May 18, 2025<\/a><\/p>\n<\/blockquote>\n5%+ UST yields are back:<\/strong> US 30-year bonds yield more than 5%, not what the highly indebted US government needs.<\/p>\n\nOUCH! US 30y yield rose to the highest level since Nov 2023 amid concerns over the nation\u2019s debt after Moody\u2019s downgraded the country\u2019s Aaa rating. (BBG) pic.twitter.com\/pZvygPLS4Q<\/a><\/p>\n\u2014 Holger Zschaepitz (@Schuldensuehner) May 19, 2025<\/a><\/p>\n<\/blockquote>\nMoney supply is growing again:<\/strong> M2 money supply has expanded at 4.1%. After reaching its deepest contraction in 65 years.<\/p>\n\nM2 money supply has now been expanding at 4.1%<\/p>\n
After reaching its deepest contraction in 65 years<\/p>\n
This is very constructive for the stock market pic.twitter.com\/7syfIqXhqs<\/a><\/p>\n\u2014 Bravos Research (@bravosresearch) May 18, 2025<\/a><\/p>\n<\/blockquote>\nNew ATH for BTC:<\/strong> Bitcoin has traded above US$110,000.<\/p>\n\n$BTC<\/a> at 111K, what are yall buying \ud83d\udc40 pic.twitter.com\/ikCjULzOpe<\/a><\/p>\n\u2014 Birdeye (@birdeye_so) May 22, 2025<\/a><\/p>\n<\/blockquote>\nLego beats luxury:<\/strong> Lego has a higher profit margin than LVMH and Ferrari.<\/p>\n\nThat\u2019s really impressive, Lego has higher profit margin than LVMH and Ferrari, a pity that it\u2019s not a listed stock. pic.twitter.com\/LzUQDVMp1U<\/a><\/p>\n\u2014 Michael A. Arouet (@MichaelAArouet) May 19, 2025<\/a><\/p>\n<\/blockquote>\nJoin the world\u2019s toughest valuation training<\/span><\/h3>\nBecome a Valuation Expert.<\/strong> Valuation Master Class Boot Camp graduates can confidently value any company in the world and possess in-demand industry skills.<\/p>\nClick here to learn more.<\/a><\/strong><\/p>\nWeekly market performance<\/span><\/h3>\n![\"\"](\"https:\/\/becomeabetterinvestor.net\/wp-content\/uploads\/2025\/05\/image-268.png\")
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You can cancel at any time. Click here to learn more.<\/a><\/b><\/p>\nPodcasts we listened to this week<\/span><\/h3>\nThe Hundred Year Pivot Ep. 3 \u2013 Russell Napier<\/strong><\/p>\n\u201cRussell lays out a powerful framework for understanding the unwinding of decades-long distortions\u2014rising debt, trade and capital flow asymmetries, and the pivotal role of China in the shifting global balance. As geopolitical alliances realign and governments turn increasingly to capital controls and financial repression, Russell warns that traditional investment strategies may prove dangerously inadequate.\u201d<\/em><\/p>\nListen on Apple<\/a><\/strong> or Spotify<\/a><\/strong>.<\/p>\nReadings this week<\/span><\/h3>\nAre Completion Portfolios Effective for Managing Concentrated Stock Risk?<\/strong><\/p>\n\u201cThis study investigates the most effective ways to manage the risk of concentrated stock positions. While the completion portfolio approach to hedging the risk of concentrated stock appears conceptually sound, the empirical evidence shows that\u00a0 it offers limited practical risk-reduction benefits.\u201d<\/em><\/p>\nRead the article.<\/a><\/strong><\/p>\nBook recommendation<\/span><\/h3>\nPhilosophy and Life: Exploring the Great Questions of How to Live by A. C. Grayling<\/strong><\/p>\n\u201cThere is a question everyone has to ask and answer \u2013 in fact, has to keep on asking and keep on answering. It is, \u2018How should I live my life?\u2019 meaning, \u2018What values shall I live by? \u2018What sort of person should I be? What shall I aim for?\u2019 The great majority of people do not ask this question, they merely answer it unthinkingly, by adopting conventional views of life and what matters in it\u2026\u201d<\/em><\/p>\nGet the book on Audible<\/a><\/strong> or Kindle<\/a><\/strong>.<\/p>\nAudible is great; have you tried it?<\/span> If not, click here to get 2 books for free<\/a>.<\/strong><\/p>\nMemes of the week<\/span><\/h3>\n\npic.twitter.com\/53COtpOQtf<\/a><\/p>\n\u2014 Sal the Agorist (@SallyMayweather) May 18, 2025<\/a><\/p>\n<\/blockquote>\n\npic.twitter.com\/yzwohFCWfx<\/a><\/p>\n\u2014 Sal the Agorist (@SallyMayweather) May 21, 2025<\/a><\/p>\n<\/blockquote>\nNew My Worst Investment Ever episodes<\/span><\/h3>\nCash Is Tight, but You Can Still Turn Things Around<\/h3>\n
US inflation expectations through the roof: <\/strong>American consumers expect inflation to jump to 7.3% over the next 12 months, the highest reading in 44 years.<\/p>\n Consumers now expect inflation to jump to 7.3% over the next 12 months, the highest reading in 44 years \ud83d\udea8\ud83d\udea8 pic.twitter.com\/BykMwTBwZu<\/a><\/p>\n \u2014 Barchart (@Barchart) May 18, 2025<\/a><\/p>\n<\/blockquote>\n 5%+ UST yields are back:<\/strong> US 30-year bonds yield more than 5%, not what the highly indebted US government needs.<\/p>\n OUCH! US 30y yield rose to the highest level since Nov 2023 amid concerns over the nation\u2019s debt after Moody\u2019s downgraded the country\u2019s Aaa rating. (BBG) pic.twitter.com\/pZvygPLS4Q<\/a><\/p>\n \u2014 Holger Zschaepitz (@Schuldensuehner) May 19, 2025<\/a><\/p>\n<\/blockquote>\n Money supply is growing again:<\/strong> M2 money supply has expanded at 4.1%. After reaching its deepest contraction in 65 years.<\/p>\n M2 money supply has now been expanding at 4.1%<\/p>\n After reaching its deepest contraction in 65 years<\/p>\n This is very constructive for the stock market pic.twitter.com\/7syfIqXhqs<\/a><\/p>\n \u2014 Bravos Research (@bravosresearch) May 18, 2025<\/a><\/p>\n<\/blockquote>\n New ATH for BTC:<\/strong> Bitcoin has traded above US$110,000.<\/p>\n $BTC<\/a> at 111K, what are yall buying \ud83d\udc40 pic.twitter.com\/ikCjULzOpe<\/a><\/p>\n \u2014 Birdeye (@birdeye_so) May 22, 2025<\/a><\/p>\n<\/blockquote>\n Lego beats luxury:<\/strong> Lego has a higher profit margin than LVMH and Ferrari.<\/p>\n That\u2019s really impressive, Lego has higher profit margin than LVMH and Ferrari, a pity that it\u2019s not a listed stock. pic.twitter.com\/LzUQDVMp1U<\/a><\/p>\n \u2014 Michael A. Arouet (@MichaelAArouet) May 19, 2025<\/a><\/p>\n<\/blockquote>\n Become a Valuation Expert.<\/strong> Valuation Master Class Boot Camp graduates can confidently value any company in the world and possess in-demand industry skills.<\/p>\n Click here to learn more.<\/a><\/strong><\/p>\n Click here to see more markets and periods.<\/a><\/strong><\/p>\n You can cancel at any time. Click here to learn more.<\/a><\/b><\/p>\n The Hundred Year Pivot Ep. 3 \u2013 Russell Napier<\/strong><\/p>\n \u201cRussell lays out a powerful framework for understanding the unwinding of decades-long distortions\u2014rising debt, trade and capital flow asymmetries, and the pivotal role of China in the shifting global balance. As geopolitical alliances realign and governments turn increasingly to capital controls and financial repression, Russell warns that traditional investment strategies may prove dangerously inadequate.\u201d<\/em><\/p>\n Listen on Apple<\/a><\/strong> or Spotify<\/a><\/strong>.<\/p>\n Are Completion Portfolios Effective for Managing Concentrated Stock Risk?<\/strong><\/p>\n \u201cThis study investigates the most effective ways to manage the risk of concentrated stock positions. While the completion portfolio approach to hedging the risk of concentrated stock appears conceptually sound, the empirical evidence shows that\u00a0 it offers limited practical risk-reduction benefits.\u201d<\/em><\/p>\n Read the article.<\/a><\/strong><\/p>\n Philosophy and Life: Exploring the Great Questions of How to Live by A. C. Grayling<\/strong><\/p>\n \u201cThere is a question everyone has to ask and answer \u2013 in fact, has to keep on asking and keep on answering. It is, \u2018How should I live my life?\u2019 meaning, \u2018What values shall I live by? \u2018What sort of person should I be? What shall I aim for?\u2019 The great majority of people do not ask this question, they merely answer it unthinkingly, by adopting conventional views of life and what matters in it\u2026\u201d<\/em><\/p>\n Get the book on Audible<\/a><\/strong> or Kindle<\/a><\/strong>.<\/p>\n Audible is great; have you tried it?<\/span> If not, click here to get 2 books for free<\/a>.<\/strong><\/p>\n pic.twitter.com\/53COtpOQtf<\/a><\/p>\n \u2014 Sal the Agorist (@SallyMayweather) May 18, 2025<\/a><\/p>\n<\/blockquote>\n pic.twitter.com\/yzwohFCWfx<\/a><\/p>\n \u2014 Sal the Agorist (@SallyMayweather) May 21, 2025<\/a><\/p>\n<\/blockquote>\n\n
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Join the world\u2019s toughest valuation training<\/span><\/h3>\n
Weekly market performance<\/span><\/h3>\n
<\/a><\/span><\/p>\nChart of the week<\/span><\/h3>\n
<\/a><\/p>\nTry 1 month of the Become a Better Investor Community for FREE today!<\/b><\/h3>\n
Podcasts we listened to this week<\/span><\/h3>\n
Readings this week<\/span><\/h3>\n
Book recommendation<\/span><\/h3>\n
Memes of the week<\/span><\/h3>\n
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New My Worst Investment Ever episodes<\/span><\/h3>\n
Cash Is Tight, but You Can Still Turn Things Around<\/h3>\n