Remarkable this week
- Chinese entrepreneurship is dead
- Bubble problems
- Only 7 may earn money
- Starbucks is struggling
- LinkedIn is not struggling
Chinese entrepreneurship is dead: Hardly any private companies have been founded in China in recent years. Private entrepreneurship, which has fueled the economic increase in China, has stopped completely.
That is wild, the number of companies founded every year in China. Private entrepreneurship that feeds the economic increase in China has completely stopped there. Time will tell the consequences of a pivot point for a state run by the state. pic.twitter.com/W3SVCFWK1P
– Michael A. Sorting August 6, 2025
Bubble problems: When you look at this cycle in terms of its absolute profit of 84% and the relative width of only 35% (which means that only 35% of the shares perform better than the index), the only analogs seem to be the 1998-2000 tech tree and the Nifty 50 Bull market of 1970-1973.
When you look at this cycle in terms of its absolute profit of 84% and the relative width of only 35% (which means that only 35% of the shares perform better than the index), the only analogs seem to be the 1998-2000 tech tree and the Nifty 50 Bull market of 1970-1973. It is not a good company to … pic.twitter.com/lxwdpqnvHP
– Jurrien Timmer (@timmerfidelity) August 5, 2025
Only 7 may earn money: The S&P 493, the S&P 500 excluding the “Magnificent 7”, is expected to deliver only 2-3% net income growth in Q2-Q4.
Oh! The S&P 493-that is the S&P 500 excl “Magnificent 7” olive to deliver only 2-3% net income growth in Q2, Q3 and Q4. That is slower than inflation, which means that the majority of the market hardly grows in real terms. Measured against this, US shares are quite expensive! … pic.twitter.com/aoywzri2ln
– Holger Zschaepitz (@schuldensuehner) August 5, 2025
Starbucks is struggling: The coffee chain has now reported six consecutive quarters of the falling sale of the same store.
Breaking 🚨: Starbucks$ Sbux has now posted six consecutive quarters of shrinking sales shopping 📉 That is not great pic.twitter.com/L3USX8PQSL
– Barchart (@Barchart) August 4, 2025
LinkedIn is not struggling: LinkedIn now earns almost US $ 18 billion in annual income. Microsoft acquired LinkedIn for US $ 26 billion in 2016.
LinkedIn remains a hidden gem under the umbrella of Microsoft.
The social network for professionals now earns almost $ 18 billion in annual turnover.
Microsoft bought LinkedIn for $ 26 billion in 2016.$ MSFT pic.twitter.com/3uvm17erw3
– fiscal.ai (formerly Finchat) (@Fiscal_ai) August 5, 2025
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Podcasts that we listened to this week
The centenary Pivot EP. 6 – Lawrence Fossi
“With the characteristic frankness of Lawrence, the conversation delves into the dangers of celebrities-driven populism, the fragility of democratic norms and the deep structural imbalances that threaten the American political and economic system. This is an sobering but essential luster to everyone who tries to understand from the chaos and to Luios and to Luios and to Luiosen’s.” “”
Listen Apple or Spotify.
Lectures this week
Why rise and fall nations: a survey
“Why do civilizations fall from invasion, but erosion – of lost virtues, waste of capital and cultural memory loss. History remembers. Shall we?”
Read the article.
Book recommendation
How States think: the rationality of foreign policy by John J. Mearsheimer and Sebastian Rosato
“To understand world politics, you have to understand how states think. Are states rational? Much of the theory of international relations assume that they are. But many scientists believe that political leaders rarely act rational.
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
You can earn $ 3 million today
All you stop?
Restrictive beliefs and $ 70 to order a Check Printer on Amazon
What are you waiting for? pic.twitter.com/hsdxlpldmf
– Chase Passive Income (@chasedownnleads) August 6, 2025
🎯 pic.twitter.com/1ihukbgz45
– Not Jerome Powell (@Alifarhat79) August 6, 2025
New my worst investment ever episodes
EP809: Pieter Slegers – The investing nightmare of a teenager becomes his greatest teacher
BIO: Pieter Slegers is the founder of the composite quality newsletter. Pieter worked for three years as a Belgian asset manager before he focused full-time on his investment newsletter, composite quality, in July 2022. Compiled quality has more than 1 million followers on social media and nearly 500,000 e-mail subscribers. The aim of the newsletter is to help other investors by concentrating on quality investing.
STORY: At the age of 13, Peter convinced his parents to open a brokerage account. He chose the latest “Hottest Pick” supply from the broker – an oil/gast transport company. He invested everything, thinking that the people who ran the company knew what they were doing. Weeks later, the financial crisis of 2008. Peter sold his shares after a year and took a loss of 60%.
Learn: Small losses are better than catastrophic. Knowledge is your only lead.
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 40: The Big Rocks.
Listen to enrich your future 40: Why passive investing gives you back what Wall Street steals
Taiwan Mobile Company Limited (3045 TT): The profitable growth rank of 4 was higher compared to the 5th rank of the previous period. This is an above -average performance compared to 250 large comm. Serv. Companies worldwide.
Read Taiwan Mobile – Benchmarking from World Class
Thai Vegetable Oil Public Company Limited (TVO TB): 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 Thai vegetable oil – World class benchmarking
Godrej Industries Limited (GDSP 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 1,430 large industrial companies worldwide.
Read Godrej Industries – Benchmarking of World Class
In July 2025 we published 5 new episodes of the My Worst Investment Ever Podcast. Listen to all here.
Listen to my worst investment ever July 2025
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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