Remarkable this week
- Air conditioning is crucial
- US-EU Trade deal is about optics
- Energy is the AI bottleneck
- Sustained
- Higher taxes lead to lower tax revenues
Air conditioning is crucial: As Lee Kuan Yew emphasizes, the temperature is crucial for our performance. That is why productivity without air conditioning would be much lower in the tropics.
Lee Kuan Yew:
“Air conditioning was a very important invention for us, perhaps one of the signaling of history. It changed the nature of civilization by making development possible in the tropics. Without air conditioning you can only work in the cool early morning … pic.twitter.com/tjdwfsbort
– Trung Phan (@trungtphan) July 12, 2025
US-EU Trade Deal is about optics: The EU imported US $ 420n in energy in 2024, and only about 15% of that came from the US. So how should the EU buy $ 750 billion in American energy before 2028?
The EU imported $ 420 billion in energy (oil, gas, etc.) in 2024.
Only about 15% of that came from the US.
So how should we buy $ 750 billion in American energy before 2028?
It just won’t happen.
Pure optics designed to charm Trump – and it worked.
– Andreas Steno Larsen (@andreassteno) July 29, 2025
Energy is the AI bottleneck: Even if Meta US $ 150 billion in Capex wants to spend AI infrastructure, they can’t. Transformers, power equipment, cooling equipment and the availability of electricity, it is all limited now.
An interesting remark of a former $ Meta colleague. Energy is currently the biggest bottleneck.
Even if $ Meta Want to spend $ 100- $ 150 billion on Capex for AI infrastructure, they can’t. It’s not alone $ Nvda.
Transformers, power equipment, cooling equipment and the availability of … pic.twitter.com/txon2ehzh8
– Rihard Jarc (@rihardjarc) July 29, 2025
Delivered Up: Investors have now plowed US $ 139 billion into livered ETFs, the highest amount in history.
Only in 🚨: Investors have now plowed $ 139 billion in livered ETFs, the highest amount in history 🤯 risk of people, risk of 🤑🫡🚀 pic.twitter.com/vhuoufwkGJ
– Barchart (@Barchart) July 30, 2025
Higher taxes lead to lower tax revenues: It is not surprising that people tend to pay fewer taxes. As shown, it is not as easy as levying taxes to increase tax revenues.
Why is it so difficult for socialists to understand that higher taxes often mean lower tax revenues? They always make the same mistake. pic.twitter.com/stpd28qzty
– Michael A. Sorting July 26, 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
Richard Werner exposes the evil of the Fed and the link between bank, war and the CIA – The Tucker Carlson Show
“The world famous economist Richard Werner about where money comes from: banks just create it from the sky and keep a pile for themselves.”
Listen Apple or Spotify.
Lectures this week
The meaning of your life is not a puzzle to solve
“There is a strange irony in the search for meaning: the harder you pursue it, the more elusive it becomes. But leather struggling with the question instead of demanding an answer, and stops running. It starts to dance.”
Read the article.
Book recommendation
How to think like a Roman emperor: the Stoic Philosophy of Marcus Aurelius by Donald J. Robertson
“Donald Robertson seamlessly weaves the life and philosophy of Marcus Aurelius to offer a compelling modern guide to Stoic wisdom, followed by countless individuals over the centuries as a path to achieve a greater fulfillment and emotional resilience.”
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
Socialism explained, prove that I am wrong pic.twitter.com/jw6di9xzaa
– Michael A. Sorting July 26, 2025
How to make a fully invisible plane pic.twitter.com/odmsvtr16i
– Elon Musk (@elonmusk) July 17, 2025
New my worst investment ever episodes
Enrich your future 40: Why passive investing gives you back what Wall Street steals
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 discuss Chapter 40: The Big Rocks.
Learn: Passive investing gives you the freedom you need.
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 discuss Chapter 39: Enough.
Listen to enrich your future 39: More wealth no longer gives you happiness
SIA Engineering Company Limited (SIE SP): profitable growth canal of 3 had risen compared to the 4th rank of the previous period. This is an above -average performance compared to 1,430 large industrial companies worldwide.
Read Sia Engineering – Benchmarking of World Class
SK Telecom Company Limited (017670 KS): profitable growth canal of 5 was the same compared to the 5th rank of the previous period. This is average performance compared to 250 large comm. Serv. Companies worldwide.
Read SK Telecom – Benchmarking from World Class
Uni-President Enterprises Corporation (1216 TT): profitable growth channel of 8 was the same compared to the 8th rank of the previous period. This is under the average performance compared to 560 major disadvantages. Staples companies worldwide.
Read Uni-President Enterprises Corp benchmarking from World Class
China South Publishing & Media Group Company Limited (601098 SH): The profitable growth rank of 4 had risen compared to the 6th rank of the previous period. This is an above -average performance compared to 250 large comm. Serv. Companies worldwide.
Read China South Publishing & Media Group – Benchmarking from 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