Claude Cowork is the BEST AI tool that everyone should be using right now.
If you use it properly, it's the biggest productivity unlock available.
A full masterclass - everything you need to hit the ground running with Cowork.
Learn in <5 minutes:
Professional investors can only ignore gold for so long:
Only 5% of global fund managers believe gold prices will exceed $5,000 by the end of 2026.
34% expect gold to trade in the $4,000 to $4,500 range, while 27% think prices will reach $4,500 to $5,000 per ounce.
On the other hand, 34% see gold prices falling below $4,000, with 26% anticipating a range of $3,500 to $4,000.
Meanwhile, 39% of professional investors in the survey do not own any gold in their portfolios.
Gold is also no longer “the most crowded” trade after topping that list for the first time in October.
Wall Street is still unconvinced about gold.
Investments in AI are skyrocketing:
US private fixed investment in information processing equipment and software as a % of GDP jumped to 4.4% in Q2 2025, the 2nd-highest in history.
This is only below the 4.5% seen in Q4 2000, before the 2001 recession started.
These investments hit a record $1.35 TRILLION in Q2.
This marks a +$502 BILLION increase, or +59%, since 2020.
Investment in information processing equipment and software has DOUBLED over the last 10 years.
America's AI investment boom is historic.
When I look back at my own trading journey, and at the journeys of so many traders around me, it’s clear that the way most discretionary retail traders start out is just fundamentally flawed.
In my early days, there was no real structure or process to follow. Everything seemed built for failure, largely because of the same recycled garbage being peddled everywhere, that includes various courses or groups without any real purpose of professional structure - key word ‘professional’
Everyone talks about “edge” and “strategy,” but few ever address how to actually think and operate like a trader.
Over time, you begin to realise what truly matters, the mindset, the approach, and how to build a sustainable career in this game.
No single book or course can teach you that, and they’re not meant to.
Most of what’s out there leans heavily towards technical analysis or trading psychology and mindset, without ever integrating them in a way that reflects the real demands of trading.
Real progress only comes once you start unlearning the misinformation and begin thinking about the game in a more structured and professional way.
The biggest hurdle isn’t the market, it’s the flawed way of thinking most traders start with which is covered well in the book Best Loser Wins by Tom Hougaard and ‘why normal thinking doesn’t win the trading game.’
That last phrase was key for me personally, once you truly understand why, the mindset starts to shift, or at least something clicks.
It’s a great read but don’t expect it to transform your trading overnight, but it does make you question how to approach this game, it’s not the only way of course….
But anyway… it’s a tough game to crack without a professional approach…. Is my 1 cent
Thanks for reading my ramblings…
Cheers
Crypto is joining the global gold rush:
Tether’s gold holdings hit a record $12.9 billion in September.
This equates to 104 tonnes of physical gold.
The value of its gold holdings has DOUBLED since the beginning of the year, while physical reserves have also doubled since Q2 2024.
Tether has been accumulating gold at an average rate of more than +1 ton per week in 2025, making it one of the biggest buyers in the global market.
As a result, Tether's total reserve assets have surpassed $180 billion, with 7% held in gold.
Tether is becoming one of the world’s largest gold holders.
Economic optimism among global corporate executives is rising:
Mentions of “economic slowdown” during Q3 2025 earnings calls fell to 221, the lowest since Q1 2007.
This marks a -84% decline from 1,410 mentions in Q1 2025.
By comparison, the Q3 2022 peak was 3,882, while the Financial Crisis peak was 7,331 in Q4 2008.
Meanwhile, the number of news stories mentioning “economic slowdown” has fallen -5,800 since April, to 2,100 in October, the lowest since June 2021.
This is also the 2nd-lowest reading since 2018.
Corporate sentiment about the global economy is strong.
BREAKING: Crypto funds saw -$1.2 billion in net outflows last week, the 2nd-largest since March.
This also marked the 2nd consecutive weekly decline.
Bitcoin led outflows at -$932 million, followed by Ethereum at -$438 million.
Meanwhile, Solana posted +$118 million in inflows last week and +$2.1 billion over the last 9 weeks.
At the same time, short Bitcoin products saw +$12 million in inflows, the highest since May 2025.
Last week's downswing was material.
BREAKING: US Congress is reportedly close to reaching a deal to reopen the government after Senate Democrats signaled they are ready to back a bipartisan proposal.
At least 10 Democrats are expected to support advancing a spending and short-term funding bill.
On a $400K Mortgage at 7% Interest:
1. 30Y Mortgage: $558,000 in lifetime interest
2. 50Y Mortgage: $1,116,000 in lifetime interest
With a 50Y mortgage, you pay DOUBLE the amount of interest compared to a 30Y mortgage.
We are in a crisis.
Invade Greenland
Take Panama
Canada 51st State
Tariffs on Everybody
Turn Gaza into a Resort
Masked ICE Everywhere
Invade Nigeria
Watch as 80% of ATC shuts down
50 Year Mortgages.
What's next on the menu?
We now live in a society where more debt is the “solution” to everything:
Can’t afford basic necessities? Take on more debt.
Can’t pay your tuition? Take on more debt.
Can’t afford to buy a home? Take on more debt.
Can’t keep inflation under control? Take on more debt.
Can’t run the government efficiently? Take on more debt.
There’s a reason why consumer sentiment is now below 2008 levels.
Our society is drowning in debt.