Remarkable this week
- Gold’s demand continues to rise
- Gold has its best year since 1979
- 39% of the fund managers have no gold
- S&P 500 FCF proceeds on 2008 -Tevaus
- It is time on the market
The demand of the gold continues to rise: Global Gold ETF Holdings rose on Friday with +27 tonnes, the biggest daily increase since January 2022. This is 2x the daily average that has been seen this year so far.
The demand of the gold continues to rise:
Global Gold ETF Holdings rose on Friday with +27 Ton, the largest daily increase since January 2022.
This is double the daily average that is being seen this year so far.
As a result, names with gold -supported ETFs +0.9%increased, the largest percentage of profit by one day … pic.twitter.com/3m0e8g4ryn
– De Kobeissi -Letter (@kobeissiletter) September 24, 2025
Gold has its best year since 1979: In the past 50 years of Goudhandel (Gray Lines), 2025 (Blauw) has seen only one better year, 1979 (Green).
1/2
In the past 50 years of Goudhandel (Gray Lines), 2025 (Blauw) has seen only one better year, 1979 (Green). pic.twitter.com/zakjga7yub
– Jim Bianco (@BicorSearch) September 19, 2025
39% of the fund managers have no gold: Although gold has done really well, it is not a typical possession for fund managers to allocate. 39% of the fund managers have no gold allocation and only 6% have a allocation of 8% or more.
39% of the fund managers have a allocation of 0% to gold. That’s just great, but it also shows that we are not yet close to gold rush. pic.twitter.com/jjktfizfup
– Ryan Detrick, CMT (@ryandetrick) September 21, 2025
S&P 500 FCF yield on 2008 -Tevaus: Free cash flow yield on the S&P 500 is back below 2.6%, the lowest since 2008 and before that the early 2000s. It was a long way from when this peaked on the market base in 2009.
Free cash flow yield on the S&P 500 is back below 2.6%, the lowest since 2008, and before that the early 2000s. It was a long way when this peaked on the market base in 2009. pic.twitter.com/dhboi8ihov
– Liz Thomas (@lizthomasstrat) September 24, 2025
It is time in the market: Investing with terrible happiness is still in cash. Even “perfect timing” (which is impossible) does not bring you far to those who are wrong. Invest, continue with your day and let the time and putting together do the rest.
Investing with terrible happiness is still in cash. Even “perfect timing” (which is impossible) does not bring you far to those who are wrong. Invest, continue with your day and let the time and putting together do the rest. pic.twitter.com/tesfak0wg7
– Peter Mallouk (@Petermallouk) September 24, 2025
Become a member of the toughest rating training in the world
Become a valuation expert. Valuation Master Class Boot Camp graduates can with confidence appreciate every company in the world and possess skills in the requested industry.
Click here for more information.
Weekly market performance
Click here to see more markets and periods.
Graph of the week
Try 1 month of the better Investor Community for free today!
You can cancel at any time. Click here for more information.
Podcasts that we listened to this week
China’s search for the future: a conversation with Dan Wang – Chinapower
“The conversation takes out China’s monumentism in its grand engineering projects, the benefits and consequences of building on such a scale, to destroy the push of China in important technologies, the social technical efforts of Beijing and much more.”
Listen Apple or Spotify.
Lectures this week
Why the 5% rule is the new 4% rule
Remark: I’m not sure if I agree with this article and the research that it refers. First of all, he mentions different slices of shares such as different activa classes that I would say is incorrect. Moreover, he simply increases the weighting in shares to achieve a better result. And of course he increased the weighting in shares in a time of a rising stock market. What do you think? Answer this e -mail with your thoughts.
Read the article.
Book recommendation
The road to serf trait by Friedrich a Hayek
“Fa Hayek’s The Road to Servy is a groundbreaking work of political and economic philosophy that warns of the dangers of centralized control and the erosion of individual liberties. Written during the tumultuous period of the Second World War, Hayek’s penetrating analysis criticizes the attendance of socialisism and the potential of the potential of the potential of the potential of the potential of the potential of the potential.
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
Always funny pic.twitter.com/kzf3ahrbxc
– Michael A. Sorting September 21, 2025
🤣 pic.twitter.com/kdvd6Gijux
– Not Jerome Powell (@Alifarhat79) September 19, 2025
Published on a better investor this week
What are your details trying to tell you? In this episode, John Dues talks to Andrew Stotz about why most leaders incorrectly read data, respond exaggerated to some results and miss the real story. Discover how Deming Thinking exposes when change really happens and how you can use a process behavior card to listen to the real story.
Listen to having data work for you
NH Foods Limited (2282 JP): profitable growth rank of 8 had fallen compared to the 7th rank of the previous period. This is under the average performance compared to 560 major disadvantages. Staples companies worldwide.
Read NH Foods – Benchmarking of World Class
Minor International Public Company Limited (Mint TB): The profitable growth rank of 8 had fallen compared to the 3rd rank of the previous period. This is below the average performance compared to 970 major disadvantages. Disc. Companies worldwide.
Read Minor International – Benchmarking of World Class
Petronas Dagangan Berhad (PETD MK): profitable growth sector of 2 was the same compared to the 2nd rank of the previous period. These are world -class performance compared to 310 large energy companies worldwide.
Read Petronas Trading – Benchmarking of World Class
GREE ELECTRIC APPLIANS INC IN ZHUHAI (000651 SZ): profitable growth rank of 2 was the same compared to the 2nd rank of the previous period. These are world -class performance compared to 970 major disadvantages. Disc. Companies worldwide.
Read GREE Electric Appliances Inc of Zhuhai – 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 #September #investor