Remarkable this week
- Gold exceeds US $ 3,600/oz t
- Central banks load gold
- Diamonds are the nightmare of an investor
- Russian gas to China instead of the West
- The US earns the money
Gold exceeds US $ 3,600/oz t: Great news for gold investors (and for our allocation strategies). However, it is also taking care of our global financial system.
Why would you point to a different record high for the gold price, especially because we have already had 26 record closures this year?
It is because this phenomenon offers contextual insights in broader developments in the global financial landscape.
These price records are not just about … pic.twitter.com/k9masg1sqy-Mohamed A. el-erian (@elerianm) September 3, 2025
Central banks load on gold: Direct Gold from Gold from the Central Bank now exceeds that of American treasuries for the first time in about 30 years.
This graph, which illustrates how the central bank is direct gold companies now for the first time in about thirty years larger than that of American treasuries, attracts considerable attention.#gold #Centralbanks #markten #Bonds pic.twitter.com/svcfzzmdlu
-Mohamed A. el-erian (@elerianm) August 31, 2025
Diamonds are the nightmare of an investor: Diamonds (at least of course) are perhaps the best friend of a girl, but they are the worst nightmare in your portfolio. The prices have fallen to their lowest level this century!
Breaking 🚨: Diamonds
Diamonds are perhaps the best friend of a girl, but they are the worst nightmare in your portfolio. The prices have fallen to their lowest level this century! pic.twitter.com/42dmfegan4
– Barchart (@Barchart) September 2, 2025
Russian gas to China instead of the West: Russia has signed an agreement with China on a gas pipeline via Mongolia. This pipeline distracts gas for West -Europe directly in China.
Huge news this morning: Russia has finally signed a binding agreement with China on the power of Siberia-2; A pipeline of 50 bcm by Mongolia from the Yamal fields.
In contrast to the current line, which takes on the reserves of Asia, this gas distracts for Western Europe … pic.twitter.com/ngixknleaz
– Brian McDonald (@27KHV) September 2, 2025
The US earns the money: This graph emphasizes the overwhelming dominance of the US. Since the peak before the global financial crisis, American corporate profits have risen by 166% – far beyond other regions; The eurozone is only 8%increased.
This graph of Goldman Sachs emphasizes the overwhelming dominance of the US. Since the peak before the global financial crisis, American corporate profits have risen by 166% – far beyond other regions. The eurozone, on the other hand, has hardly moved, with company profits only 8%, … pic.twitter.com/B5A12FCD8Y
– Holger Zschaepitz (@schuldensuehner) August 31, 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
Big ideas from the art of issuing money – The Morgan Housel -Podcast
Listen Apple or Spotify.
Lectures this week
There is an important chance that the Trump government could impose capital controls
“The dollar is the universal language of the global financial system. In his new book, economist Kenneth Rogoff argues that the supremacy of the Greenback can be shaken. Due to the high level of American debts, investors must scrap for volatile markets and unorthodox government intervention.”
Read the article.
Book recommendation
Peak Human: What we can learn from the rise and fall of golden ages by Johan Norberg
“In Peak Human, the much -praised historian Johan Norberg is investigating seven of the greatest civilizations of humanity – ancient Athens, the Roman Republic, Abbasid Baghdad, Song China, Renaissance Italy, the Dutch Republic and the Anglosphere – and how do we ensure that our current golden age does not end?”
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/7yeiroovyd
– Not Jerome Powell (@Alifarhat79) September 3, 2025
🎯🤣🤣🤣 pic.twitter.com/ut9D7PCOH3
– Not Jerome Powell (@Alifarhat79) August 28, 2025
Published on a better investor this week
In this deeply personal episode, William Scherkenbach shares with host Andrew Stotz what it was like to be in Deming’s classroom in 1972, to participate with him for chats in the late night in the Cosmos Club and helps to ignite the transformational change at Ford and GM.
Listen to from student to colleague: the view of an insider on Deming’s World (part 1)
Hong Leong Asia Limited (HLA SP): profitable growth rank of 8 had risen compared to the 9th rank of the previous period. This is under the average performance compared to 1,430 large industrial companies worldwide.
Read Hong Leong Asia – Benchmarking from World Class
LT Group Incorporated (LTG PM): Profitable growth rank of 8 was the same compared to the 8th rank of the previous period. This is under the average performance compared to 1,430 large industrial companies worldwide.
Read LT Group – Benchmarking from World Class
MC Group Public Company Limited (MC TB): The profitable growth rank of 3 had fallen compared to the 1st rank of the previous period. This is an above -average performance compared to 750 small disadvantages. Disc. Companies worldwide.
Read MC Group – World class benchmarking
In August 2025 we published 4 new episodes of the My Worst Investment Ever Podcast. Listen to all here.
Listen to my worst investment ever August 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.
#newsletter #investors #September #investor