Remarkable this week
- Operational leverage of gold miners
- Inflation is a monetary phenomenon
- The rich Drive Consumption
- US $ 1.2trn of interest
- The risk of the US recession increases
Operational leverage of gold miners: Golden miners usually produce relatively fixed costs per ounce of gold. As the gold price reaches new asset, miners benefit from their operational leverage.
This is what operational leverage looks like
Golden miners literally print money:
▪️ Gold for $ 2,900 → $ 1500 profit per oz
◾️Gold for $ 3,650 → $ 2,250 profit per ozTheir margins have just risen 50%, while gold rose 26% pic.twitter.com/d2ukf0eva2
– Duct Research (@katusarSearch) September 13, 2025
Inflation is a monetary phenomenon: Comparing the change in the American M2 money quantity and house prices, it seems that Milton Friedman was right when he said: “Inflation is always and everywhere a monetary phenomenon.”
“Inflation is always and everywhere a monetary phenomenon.” – Milton Friedman pic.twitter.com/V7HCO084FL
– Peter Mallouk (@Petermallouk) September 14, 2025
The rich drive -consumption: The top 10% of the incomes in the US is now good for almost half of all consumer spending, a record high.
The top 10% of the incomes in the US is now good for almost half of all consumer spending, a record high. pic.twitter.com/ios7ltnomw
– Charlie Bilello (@charlibilello) September 17, 2025
US $ 1.2trn in interest: In the past 12 months, the US government has paid a record of US $ 1.2trn in interest on its government debt. This makes up almost a quarter of the government’s income.
🚨 This is insane:
In the past 12 months, the US government has paid a record of $ 1.2 trillion in interest on its government debt.
This makes up almost a quarter of the government’s income.
While the total federal debt rises by ~ $ 1 trillion every 100 days. pic.twitter.com/LLQlnokytk
– Global Markets Investor (@Globalmktobserv) September 14, 2025
Risk of the American recession increases: There is now a 48% chance that a recession will take place in the next 12 months. However, every earlier copy of the opportunities that hit 48% resulted in a recession.
There is now a 48% chance that a recession will take place in the next 12 months. pic.twitter.com/jrlxqco6jg
– Barchart (@Barchart) September 16, 2025
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Weekly market performance
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Graph of the week
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Podcasts that we listened to this week
The Grant Williams Podcast EP. 107 – David Fergusson
“In this episode of the Grant Williams Podcast I am accompanied by David Fergusson, CEO of Atlas Consolidated in Singapore, for a fascinating look at the disturbing rise of digital banking.”
Listen Apple or Spotify.
Lectures this week
Small rules about big things
“A few things that I have come to terms: there is rarely more or less economic uncertainty; only changes in how ignorant people are for potential risks.”
Read the article.
Book recommendation
The art of execution: how the world’s best investors are wrong and still make millions of Lee Freeman-Shor
“For seven years, 45 of the world’s top investors were between $ 25 and $ 150 million to invest by fund manager Lee Freeman-Shor. His instructions were simple. There was only one rule. They could only invest in their ten best ideas to make money.”
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
pic.twitter.com/adpi4uu0ew
– Litquuidity (@litcapital) September 12, 2025
Met a 17-year-old who earned $ 300,000 a month with an online company
And he only works 2 hours a day
Incredible
Lesson: Everything is possible if you are lying about your income to impress the internet for strangers
– Chase Passive Income (@chasedownnleads) September 15, 2025
Published on a better investor this week
Discover how Andy Novins turns business challenges into big wins! With host Andrew Stotz, Andy shares how he uses Deming strategies to outsmart competitors, to look at market shifts and to win loyal customers in one of the most difficult industries there are.
Listen to a Deming approach of real estate
Yungshin Global Holding Corporation (3705 TT): profitable growth rank of 3 was the same compared to the 3rd rank of the previous period. This is an above -average performance compared to 360 medium health care companies worldwide.
Read Yungshin Global Holding Corp – World class benchmarking
Britannia Industries Limited (Brit in): profitable growth rank of 1 was the same compared to the 1st rank of the previous period. These are world -class performance compared to 560 major disadvantages. Staples companies worldwide.
Read Britannia Industries – Benchmarking of World Class
PTT Public Company Limited (PTT TB): profitable growth canal of 8 was the same compared to the 8th rank of the previous period. This is below the average performance compared to 310 large energy companies worldwide.
Read PTT – Benchmarking from World Class
Meitan (3690 hk): 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 Meitan – 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.
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