Remarkable this week
- US shares affect ATH valuation
- Trump takes control of the Fed
- Fed gives up its inflation objective
- Trump is full XI
- US government spending on WW2 -levels
US shares affect ATH valuation: The US stock market reaches its most expensive appreciation in history and surpasses the DOT com bubble and the run-up to the great depression.
Just in 🚨: The US stock market reaches its most expensive appreciation in history, surpassed the DOT com bubble and the run-up to the large depression 🤯 pic.twitter.com/ek448TUUWK
– Barchart (@Barchart) August 25, 2025
Trump takes control of the FED: Recent actions by Trump can help the Fed convince to lower the rates to help him in the midterms.
So actually Trump now has a majority control over the Fed Board, he waits for Powell to resign, puts his own husband, they lower the rates back to zero, money printer goes brrrr, assets pump, we lose reserve status, but at least we have large Zimbabwe amounts of money? Is that accurate?
– Autism Capital 🧩 (@Autismcapital) August 26, 2025
Fed gives his inflation objective on: Or maybe not? As always it is for interpretation. However, it seems that the Fed would rather let inflation hot than risk a recession.
Lol. Powell goes Max-Dove and Full-Burns.
They are going to be so hot as you can’t even believe. pic.twitter.com/sqwxb6xg6z
– Ben Hunt (@epsilontheory) August 22, 2025
Trump goes full xi: Trump decided to repay Intel by giving a 10% interest to the US government.
The US government. take a 10% interest in $ Intc Is not only unconstitutional, it’s a bad idea. Trump was not assumed to run a hedge fund. This is a very bad precedent to set because it moves our nation further away from free market capitalism. If Biden had done this, Republicans would be mad.
– Peter Schiff (@Pertschiff) August 22, 2025
US government spending on WW2 -levels: Since August 11, the US has added US $ 200 billion to debts. Why are US government spending on WW2 levels performed in a “strong” economy?
What happens here?
In the past 48 days, the American federal debt has risen by +$ 1 trillion or +$ 21 billion a day.
Since August 11, the US has added +$ 200 billion to debts.
Why are US government spending on WW2 levels in a “strong” economy?
(a thread) pic.twitter.com/ysc7arlq1a
– De Kobeissi -Letter (@kobeissiletter) August 24, 2025
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Podcasts that we listened to this week
#399 How Elon works – Founders Podcast
“This episode deals with the incredibly valuable business-building principles of Elon Musk and nothing else.”
Listen Apple or Spotify.
Lectures this week
Have you heard the good news?
“Yes, we have real problems. But broaden the aperture, and you will see that there has never been a better time to live than today.”
Read the article.
Book recommendation
The Masters of Private Equity and DurfTure Capital: Management Lessons from the Pioneers of Private Investing by Robert Finkel
“In the Masters of Private Equity and Volk capital, the pioneers of the industry share the investment and management enclosure they have obtained by investing into and transform their portfolio companies.”
Get the book on Audible or Disconnect.
Aanuable is great; Did you try? If not, click here to get 2 books for free.
Memes of the week
https://t.co/hom0ruvltd pic.twitter.com/qcqt95aksj
– Disaster Capital (@Rampcapitalllc) August 26, 2025
Everyone looks like a genius in a bull market pic.twitter.com/Y8BQPIB4GP
– Dividend Growth Investor (@dividendgrowth) August 22, 2025
New my worst investment ever episodes
EP810: Dr. Gilbert Guzman – The lesson of $ 1 million I learned by not launching my startup
BIO: Dr. Gilbert A. Guzmán is a business strategist and system thinker. He is the founder of Intraq AI, a SaaS solution designed to eliminate knowledge lacunes in the workplace, and the author of Atomic Impact: Systems for Transformative Productivity.
STORY: In 2012, Gilbert presented a portable charger – sales system for airports, universities and theaters – a “Redbox for Power”. He has investigated an over-manipulated, too much and waited for “perfect”-while another company launched the same concept. By the time he moved, they dominated airports with a first-mover benefit.
Learn: Jump in and let things get going. Don’t be afraid to fail. Repeat and bring your product to the market.
Access to the Show Note and Sources of the episode
Published on a better investor this week
In this episode of Enrich your future, Andrew and Larry Swedroe discuss Larry’s new book, Enrich your future: the keys to successful investment. In this series they conclude the lessons from the book.
Listen to enrich your future conclusion: Larry’s Timeless Guide to Smarter Investing
Tasly Pharmaceutical Group Company Limited (600535 SH): The profitable growth rank of 6 had fallen compared to the 5th rank of the previous period. This is below the average performance compared to 380 large health care companies worldwide.
Read Tasly Pharmaceutical Group – World class benchmarking
GFPT Public Company Limited (GFPT TB): The profitable growth rank of 3 had risen compared to the 4th rank of the previous period. This is an above -average performance compared to 430 average disadvantages. Staples companies worldwide.
Read GFPT – Benchmarking from World Class
Tong Yang Industry Company Limited (1319 TT): The profitable growth rank of 1 had risen compared to the 2nd rank of the previous period. These are world -class performance compared to 970 major disadvantages. Disc. Companies worldwide.
Read Tong Yang Industry – Benchmarking of World Class
Digiplus Interactive Corporation (Plus PM): profitable growth rank of 1 was the same compared to the 1st rank of the previous period. These are world -class performance compared to 970 major disadvantages. Disc. Companies worldwide.
Read Digiplus Interactive Corp – Benchmarking of World Class
Safeguard: This content is only for information purposes. It is not intended as investment advice. Readers are not allowed to regard statements by the author (s) as formal recommendations and must consult their financial adviser before they make investment decisions. Although the information provided is considered accurate, this can include errors or inaccuracies. The author (s) cannot be held liable for all actions taken as a result of reading this article.
#newsletter #investors #August #investor