Noteworthy this week<\/span><\/h3>\n\n- The TACO trade<\/li>\n
- EU might have some leverage on US<\/li>\n
- China is 50% of e-commerce<\/li>\n
- BoJ owns 52% of the gov\u2019t debt<\/li>\n
- New BTC ATH<\/li>\n<\/ul>\n
The TACO trade: <\/strong>\u201cTrump Always Chickens Out\u201d is a term coined by Wall Street related to Trump\u2019s tariffs. He wasn\u2019t too happy about that acronym when a reporter asked him about it.<\/p>\n\nThere\u2019s a new trade on Wall Street called the \u201cTACO trade.\u201d pic.twitter.com\/NArOVyh9q1<\/a><\/p>\n\u2014 Brew Markets (@brewmarkets) May 28, 2025<\/a><\/p>\n<\/blockquote>\nEU might have some leverage on US:<\/strong> Mag-7s generate 20-30% of their revenue in Europe, and Europe holds 20% of US equities.<\/p>\n\nRemember that Mag-7s generate 20-30% of their revenue in Europe and that Europe holds 20% of US equities<\/p>\n
Could get spicy if Europeans revolt against Trumps 50% threat<\/p>\n
\u2014 Andreas Steno Larsen (@AndreasSteno) May 23, 2025<\/a><\/p>\n<\/blockquote>\nChina is 50% of e-commerce:<\/strong> China makes up around 50% of the global e-commerce market, measured as global online retail sales. That\u2019s significant.<\/p>\n\nChina makes up around 50% of the global e-commerce market. It\u2019s no surprise that many global trends in e-commerce are coming out of China.<\/p>\n
Astounding chart from @tejparikh90<\/a>\u2019s latest FT piece. 1\/ pic.twitter.com\/AMXjGafXuY<\/a><\/p>\n\u2014 Kyle Chan (@kyleichan) May 26, 2025<\/a><\/p>\n<\/blockquote>\nBoJ owns 52% of the gov\u2019t debt:<\/strong> The Japanese government now holds US$8trn of debt. The Bank of Japan owns 52.0% of all domestic government bonds.<\/p>\n\nThis is incredible:<\/p>\n
The Bank of Japan owns 52.0% of all domestic government bonds.<\/p>\n
By comparison, life insurers, banks, and pension funds hold 13.4%, 9.8%, and 8.9%, respectively.<\/p>\n
According to Bloomberg, the Japanese government now holds $7.8 trillion of debt.<\/p>\n
This makes the\u2026 pic.twitter.com\/0m494vLMML<\/a><\/p>\n\u2014 The Kobeissi Letter (@KobeissiLetter) May 24, 2025<\/a><\/p>\n<\/blockquote>\nNew BTC ATH:<\/strong> Bitcoin jumped to US$110,000 after Trump Media announced a US$ 2.5bn plan to create a Bitcoin treasury.<\/p>\n\nBREAKING: Bitcoin jumps to $110,000 after Trump Media announces $2.5 billion deal to create a Bitcoin treasury. pic.twitter.com\/L02GbCQkUi<\/a><\/p>\n\u2014 Not Jerome Powell (@alifarhat79) May 27, 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-272.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. 4 \u2013 Dr. Pippa Malmgren<\/strong><\/p>\n\u201cDrawing from her extensive experience in US and UK political spheres, Pippa explores the collapse of shared narratives amid political polarization, economic pressures, and an overwhelming flood of information that drives people into ideological silos. She highlights how this \u2018narrative collapse,\u2019 fueled by repeated national traumas and algorithm-driven media, threatens public trust, rational discourse, and the very legitimacy of government.\u201d<\/em><\/p>\nListen on Apple<\/a><\/strong> or Spotify<\/a><\/strong>.<\/p>\nReadings this week<\/span><\/h3>\nDrawdowns and Recoveries<\/strong><\/p>\n\u201cOne of the hardest aspects of being a long-term investor is that even the best investments, or investment portfolios, suffer large drawdowns. A drawdown is the price decline from peak to trough.\u201d<\/em><\/p>\nDownload PDF.<\/strong><\/a><\/p>\nBook recommendation<\/span><\/h3>\nThe Rape of the Mind: The Psychology of Thought Control, Menticide, and Brainwashing by Joost Abraham Maurits Meerloo <\/strong><\/p>\n\u201cIn 1933 Meerloo began to study the methods by which systematic mental pressure brings people to abject submission, and by which totalitarians imprint their subjective \u2018truth\u2019 on their victims\u2019 minds.\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\nThe greatest trick the devil ever played was making kids study for 16 years to be a knowledge worker and then replacing them with AI<\/p>\n
\u2014 Dr. Parik Patel, BA, CFA, ACCA Esq. (@ParikPatelCFA) May 23, 2025<\/a><\/p>\n<\/blockquote>\n\npic.twitter.com\/hK3JBMxoiH<\/a><\/p>\n\u2014 Kenneth Dredd (@KennethDredd) May 28, 2025<\/a><\/p>\n<\/blockquote>\nNew My Worst Investment Ever episodes<\/span><\/h3>\nEnrich Your Future 33: The Market Doesn\u2019t Care How Smart You Are<\/h3>\n
The TACO trade: <\/strong>\u201cTrump Always Chickens Out\u201d is a term coined by Wall Street related to Trump\u2019s tariffs. He wasn\u2019t too happy about that acronym when a reporter asked him about it.<\/p>\n There\u2019s a new trade on Wall Street called the \u201cTACO trade.\u201d pic.twitter.com\/NArOVyh9q1<\/a><\/p>\n \u2014 Brew Markets (@brewmarkets) May 28, 2025<\/a><\/p>\n<\/blockquote>\n EU might have some leverage on US:<\/strong> Mag-7s generate 20-30% of their revenue in Europe, and Europe holds 20% of US equities.<\/p>\n Remember that Mag-7s generate 20-30% of their revenue in Europe and that Europe holds 20% of US equities<\/p>\n Could get spicy if Europeans revolt against Trumps 50% threat<\/p>\n \u2014 Andreas Steno Larsen (@AndreasSteno) May 23, 2025<\/a><\/p>\n<\/blockquote>\n China is 50% of e-commerce:<\/strong> China makes up around 50% of the global e-commerce market, measured as global online retail sales. That\u2019s significant.<\/p>\n China makes up around 50% of the global e-commerce market. It\u2019s no surprise that many global trends in e-commerce are coming out of China.<\/p>\n Astounding chart from @tejparikh90<\/a>\u2019s latest FT piece. 1\/ pic.twitter.com\/AMXjGafXuY<\/a><\/p>\n \u2014 Kyle Chan (@kyleichan) May 26, 2025<\/a><\/p>\n<\/blockquote>\n BoJ owns 52% of the gov\u2019t debt:<\/strong> The Japanese government now holds US$8trn of debt. The Bank of Japan owns 52.0% of all domestic government bonds.<\/p>\n This is incredible:<\/p>\n The Bank of Japan owns 52.0% of all domestic government bonds.<\/p>\n By comparison, life insurers, banks, and pension funds hold 13.4%, 9.8%, and 8.9%, respectively.<\/p>\n According to Bloomberg, the Japanese government now holds $7.8 trillion of debt.<\/p>\n This makes the\u2026 pic.twitter.com\/0m494vLMML<\/a><\/p>\n \u2014 The Kobeissi Letter (@KobeissiLetter) May 24, 2025<\/a><\/p>\n<\/blockquote>\n New BTC ATH:<\/strong> Bitcoin jumped to US$110,000 after Trump Media announced a US$ 2.5bn plan to create a Bitcoin treasury.<\/p>\n BREAKING: Bitcoin jumps to $110,000 after Trump Media announces $2.5 billion deal to create a Bitcoin treasury. pic.twitter.com\/L02GbCQkUi<\/a><\/p>\n \u2014 Not Jerome Powell (@alifarhat79) May 27, 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. 4 \u2013 Dr. Pippa Malmgren<\/strong><\/p>\n \u201cDrawing from her extensive experience in US and UK political spheres, Pippa explores the collapse of shared narratives amid political polarization, economic pressures, and an overwhelming flood of information that drives people into ideological silos. She highlights how this \u2018narrative collapse,\u2019 fueled by repeated national traumas and algorithm-driven media, threatens public trust, rational discourse, and the very legitimacy of government.\u201d<\/em><\/p>\n Listen on Apple<\/a><\/strong> or Spotify<\/a><\/strong>.<\/p>\n Drawdowns and Recoveries<\/strong><\/p>\n \u201cOne of the hardest aspects of being a long-term investor is that even the best investments, or investment portfolios, suffer large drawdowns. A drawdown is the price decline from peak to trough.\u201d<\/em><\/p>\n Download PDF.<\/strong><\/a><\/p>\n The Rape of the Mind: The Psychology of Thought Control, Menticide, and Brainwashing by Joost Abraham Maurits Meerloo <\/strong><\/p>\n \u201cIn 1933 Meerloo began to study the methods by which systematic mental pressure brings people to abject submission, and by which totalitarians imprint their subjective \u2018truth\u2019 on their victims\u2019 minds.\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 The greatest trick the devil ever played was making kids study for 16 years to be a knowledge worker and then replacing them with AI<\/p>\n \u2014 Dr. Parik Patel, BA, CFA, ACCA Esq. (@ParikPatelCFA) May 23, 2025<\/a><\/p>\n<\/blockquote>\n pic.twitter.com\/hK3JBMxoiH<\/a><\/p>\n \u2014 Kenneth Dredd (@KennethDredd) May 28, 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
Enrich Your Future 33: The Market Doesn\u2019t Care How Smart You Are<\/h3>\n