Noteworthy this week<\/span><\/h3>\n\n- Commodities appear cheap again<\/li>\n
- Japan\u2019s gov\u2019t bond yield shoots up<\/li>\n
- Investors don\u2019t sit on much dry powder<\/li>\n
- EVs are just 4% of cars on the road<\/li>\n
- AI now creates more content than humans<\/li>\n<\/ul>\n
Commodities appear cheap again: <\/strong>Commodities are priced for a world that doesn\u2019t need them anymore. Commodities at 0.08x emerging markets means the market thinks we\u2019ve solved scarcity. We haven\u2019t.<\/p>\n\nCommodities are priced for a world that doesn\u2019t need them anymore,<\/p>\n
Right when we need them most for energy transition<\/p>\n
Commodities at 0.08x emerging markets means the market thinks we\u2019ve solved scarcity.<\/p>\n
We haven\u2019t.<\/p>\n
Every EV and data center says we\u2019re about to find out pic.twitter.com\/vlnKXs8eC1<\/a><\/p>\n\u2014 Katusa Research (@KatusaResearch) November 16, 2025<\/a><\/p>\n<\/blockquote>\nJapan\u2019s gov\u2019t bond yield shoots up:<\/strong> Japan\u2019s 10-year government bond yield surges to its highest level since June 2008 on talks of a US$110bn stimulus package.<\/p>\n\nBREAKING: Japan\u2019s 10Y Government Bond yield surges to its highest level since June 2008 on talks of a $110 billion stimulus package. pic.twitter.com\/P4sDOAuwdP<\/a><\/p>\n\u2014 The Kobeissi Letter (@KobeissiLetter) November 17, 2025<\/a><\/p>\n<\/blockquote>\nInvestors don\u2019t sit on much dry powder:<\/strong> They are holding one of the lowest proportions of cash in modern history. When cash levels have been this low in the past, stocks have fallen and Treasuries have outperformed in the following 1-3 months.<\/p>\n\nInvestors are holding one of the lowest proportions of cash in modern history: November BofA global fund manager survey. \u201cCash levels of 3.7% or lower has occurred 20 times since 2002, & on every occasion stocks fell and Treasuries outperformed in the following 1-3 months:\u201d BofA pic.twitter.com\/oHwfqQHHvy<\/a><\/p>\n\u2014 Lisa Abramowicz (@lisaabramowicz1) November 18, 2025<\/a><\/p>\n<\/blockquote>\nEVs are just 4% of cars on the road:<\/strong> EVs account for 20% of global new car sales. However, they only make up 4% of cars on the road.<\/p>\n\nFor those concerned about EVs reducing oil demand:<\/p>\n
-EVs account for 20% of global new car sales.
\u2013 However, they only make up 4% of cars on the road.<\/p>\n
EVs have only a minor effect on oil demand. pic.twitter.com\/mZ0gD6oGL4<\/a><\/p>\n\u2014 Lukas Ekwueme (@ekwufinance) November 16, 2025<\/a><\/p>\n<\/blockquote>\nAI now creates more content than humans:<\/strong> AI now creates more content online than humans do. I wonder how much of that content has any substance.<\/p>\n\nAI now creates more content online than humans do.<\/p>\n
The internet is drowning in fast, frictionless AI slop.<\/p>\n
Thanks, @OpenAI<\/a>. pic.twitter.com\/cjUpxFfx5Q<\/a><\/p>\n\u2014 Hedgeye (@Hedgeye) November 17, 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\/11\/image-18.png\")
<\/a><\/span><\/p>\nClick here to see more markets and periods.<\/a><\/strong><\/p>\nChart of the week<\/span><\/h3>\n![\"\"](\"https:\/\/becomeabetterinvestor.net\/wp-content\/uploads\/2025\/11\/uk-is-cheap-cow.jpg\")
<\/a><\/p>\nTry 1 month of the Become a Better Investor Community for FREE today!<\/b><\/h3>\n
You can cancel at any time. Click here to learn more.<\/a><\/b><\/p>\nPodcasts we listened to this week<\/span><\/h3>\nThe Ultimate Contrarian\u2019s guide to the coming Boom & Bust \u2013 State of the Markets<\/strong><\/p>\nListen on Apple<\/a><\/strong> or Spotify<\/a><\/strong>.<\/p>\nReadings this week<\/span><\/h3>\nThe Illusion of Progress<\/strong><\/p>\n\u201cIn our hyper-financialized society, we have come to mistake valuation for value, and activity for achievement. The word \u2018progress\u2019 has been exploited to justify anything that moves\u2014no matter what it destroys. What follows is an act of refusal to bow to the idea that more money is progress. If this essay has a motive, it is contempt for the trivial slogans that pass as thought, and for the hollow theory that confuses financial engineering with human improvement.\u201d<\/em><\/p>\nRead the article.<\/a><\/strong><\/p>\nBook recommendation<\/span><\/h3>\nThe Great Mental Models, Volume 1: General Thinking Concepts by Shane Parrish<\/strong><\/p>\n\u201cThis volume details nine of the most versatile all-purpose mental models you can use right away to improve your decision making, your productivity, and how clearly you see the world. You will discover what forces govern the universe and how to focus your efforts so you can harness them to your advantage, rather than fight with them or, worse yet, ignore them.\u201d<\/em><\/p>\nGet the book on Audible<\/a><\/strong> or Kindle<\/strong><\/a>.<\/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\nNew routine: daily red light therapy from 9:30AM-4PM pic.twitter.com\/e0y0wuXdP3<\/a><\/p>\n\u2014 Tevis (@FunOfInvesting) November 18, 2025<\/a><\/p>\n<\/blockquote>\n\n\u201cMom how did you meet dad?\u201d<\/p>\n
He asked me: \u201cMay I meet you?\u201d with a combination of proper grammar and politeness. pic.twitter.com\/6SS2OxkAs0<\/a><\/p>\n\u2014 Not Jerome Powell (@alifarhat79) November 18, 2025<\/a><\/p>\n<\/blockquote>\nPublished on Become a Better Investor this week<\/span><\/h3>\nAre you looking for smarter, more sustainable improvements? In this episode, John Dues joins Andrew Stotz to challenge the way schools \u2013 and businesses \u2013 set goals. Instead of chasing stretch targets that often frustrate teachers and students alike, John shows how to use data and systems thinking to create real improvement.<\/p>\n
Listen to A Smarter Way to Set Goals<\/a><\/span><\/strong><\/p>\nRadico Khaitan Limited (RDCK IN): Profitable Growth rank of 3 was up compared to the prior period\u2019s 4th rank. This is above average performance compared to 560 large Cons. Staples companies worldwide.<\/p>\n
Read Radico Khaitan \u2013 World Class Benchmarking<\/a><\/span><\/strong><\/p>\nSingapore Technologies Engineering Limited (STE SP): Profitable Growth rank of 5 was same compared to the prior period\u2019s 5th rank. This is average performance compared to 1,370 large Industrials companies worldwide.<\/p>\n
Read Singapore Technologies Engineering \u2013 World Class Benchmarking<\/a><\/span><\/strong><\/p>\nHenan Shuanghui Investment & Development Company Limited (000895 SZ): Profitable Growth rank of 2 was down compared to the prior period\u2019s 1st rank. This is World Class performance compared to 540 large Cons. Staples companies worldwide.<\/p>\n
Commodities appear cheap again: <\/strong>Commodities are priced for a world that doesn\u2019t need them anymore. Commodities at 0.08x emerging markets means the market thinks we\u2019ve solved scarcity. We haven\u2019t.<\/p>\n Commodities are priced for a world that doesn\u2019t need them anymore,<\/p>\n Right when we need them most for energy transition<\/p>\n Commodities at 0.08x emerging markets means the market thinks we\u2019ve solved scarcity.<\/p>\n We haven\u2019t.<\/p>\n Every EV and data center says we\u2019re about to find out pic.twitter.com\/vlnKXs8eC1<\/a><\/p>\n \u2014 Katusa Research (@KatusaResearch) November 16, 2025<\/a><\/p>\n<\/blockquote>\n Japan\u2019s gov\u2019t bond yield shoots up:<\/strong> Japan\u2019s 10-year government bond yield surges to its highest level since June 2008 on talks of a US$110bn stimulus package.<\/p>\n BREAKING: Japan\u2019s 10Y Government Bond yield surges to its highest level since June 2008 on talks of a $110 billion stimulus package. pic.twitter.com\/P4sDOAuwdP<\/a><\/p>\n \u2014 The Kobeissi Letter (@KobeissiLetter) November 17, 2025<\/a><\/p>\n<\/blockquote>\n Investors don\u2019t sit on much dry powder:<\/strong> They are holding one of the lowest proportions of cash in modern history. When cash levels have been this low in the past, stocks have fallen and Treasuries have outperformed in the following 1-3 months.<\/p>\n Investors are holding one of the lowest proportions of cash in modern history: November BofA global fund manager survey. \u201cCash levels of 3.7% or lower has occurred 20 times since 2002, & on every occasion stocks fell and Treasuries outperformed in the following 1-3 months:\u201d BofA pic.twitter.com\/oHwfqQHHvy<\/a><\/p>\n \u2014 Lisa Abramowicz (@lisaabramowicz1) November 18, 2025<\/a><\/p>\n<\/blockquote>\n EVs are just 4% of cars on the road:<\/strong> EVs account for 20% of global new car sales. However, they only make up 4% of cars on the road.<\/p>\n For those concerned about EVs reducing oil demand:<\/p>\n -EVs account for 20% of global new car sales. EVs have only a minor effect on oil demand. pic.twitter.com\/mZ0gD6oGL4<\/a><\/p>\n \u2014 Lukas Ekwueme (@ekwufinance) November 16, 2025<\/a><\/p>\n<\/blockquote>\n AI now creates more content than humans:<\/strong> AI now creates more content online than humans do. I wonder how much of that content has any substance.<\/p>\n AI now creates more content online than humans do.<\/p>\n The internet is drowning in fast, frictionless AI slop.<\/p>\n Thanks, @OpenAI<\/a>. pic.twitter.com\/cjUpxFfx5Q<\/a><\/p>\n \u2014 Hedgeye (@Hedgeye) November 17, 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 Ultimate Contrarian\u2019s guide to the coming Boom & Bust \u2013 State of the Markets<\/strong><\/p>\n Listen on Apple<\/a><\/strong> or Spotify<\/a><\/strong>.<\/p>\n The Illusion of Progress<\/strong><\/p>\n \u201cIn our hyper-financialized society, we have come to mistake valuation for value, and activity for achievement. The word \u2018progress\u2019 has been exploited to justify anything that moves\u2014no matter what it destroys. What follows is an act of refusal to bow to the idea that more money is progress. If this essay has a motive, it is contempt for the trivial slogans that pass as thought, and for the hollow theory that confuses financial engineering with human improvement.\u201d<\/em><\/p>\n Read the article.<\/a><\/strong><\/p>\n The Great Mental Models, Volume 1: General Thinking Concepts by Shane Parrish<\/strong><\/p>\n \u201cThis volume details nine of the most versatile all-purpose mental models you can use right away to improve your decision making, your productivity, and how clearly you see the world. You will discover what forces govern the universe and how to focus your efforts so you can harness them to your advantage, rather than fight with them or, worse yet, ignore them.\u201d<\/em><\/p>\n Get the book on Audible<\/a><\/strong> or Kindle<\/strong><\/a>.<\/p>\n Audible is great; have you tried it?<\/span> If not, click here to get 2 books for free<\/a>.<\/strong><\/p>\n New routine: daily red light therapy from 9:30AM-4PM pic.twitter.com\/e0y0wuXdP3<\/a><\/p>\n \u2014 Tevis (@FunOfInvesting) November 18, 2025<\/a><\/p>\n<\/blockquote>\n \u201cMom how did you meet dad?\u201d<\/p>\n He asked me: \u201cMay I meet you?\u201d with a combination of proper grammar and politeness. pic.twitter.com\/6SS2OxkAs0<\/a><\/p>\n \u2014 Not Jerome Powell (@alifarhat79) November 18, 2025<\/a><\/p>\n<\/blockquote>\n Are you looking for smarter, more sustainable improvements? In this episode, John Dues joins Andrew Stotz to challenge the way schools \u2013 and businesses \u2013 set goals. Instead of chasing stretch targets that often frustrate teachers and students alike, John shows how to use data and systems thinking to create real improvement.<\/p>\n Listen to A Smarter Way to Set Goals<\/a><\/span><\/strong><\/p>\n Radico Khaitan Limited (RDCK IN): Profitable Growth rank of 3 was up compared to the prior period\u2019s 4th rank. This is above average performance compared to 560 large Cons. Staples companies worldwide.<\/p>\n Read Radico Khaitan \u2013 World Class Benchmarking<\/a><\/span><\/strong><\/p>\n Singapore Technologies Engineering Limited (STE SP): Profitable Growth rank of 5 was same compared to the prior period\u2019s 5th rank. This is average performance compared to 1,370 large Industrials companies worldwide.<\/p>\n Read Singapore Technologies Engineering \u2013 World Class Benchmarking<\/a><\/span><\/strong><\/p>\n Henan Shuanghui Investment & Development Company Limited (000895 SZ): Profitable Growth rank of 2 was down compared to the prior period\u2019s 1st rank. This is World Class performance compared to 540 large Cons. Staples companies worldwide.<\/p>\n\n
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\u2013 However, they only make up 4% of cars on the road.<\/p>\n\n
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
\n
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Published on Become a Better Investor this week<\/span><\/h3>\n