Group 1 - China's debt level has surpassed that of the US, leading to concerns about the rapid accumulation of debt and the People's Bank of China (PBoC) cutting interest rates to manage it [1][5] - The US middle class is shrinking, not due to an expanding lower class, but because more individuals are becoming wealthier and joining the upper class [2][5] - The average age of first-time homebuyers in the US has increased from 33 years before COVID to 40 years in 2025, indicating a growing affordability crisis in the housing market [2][5] Group 2 - Despite bearish sentiment among retail investors, the S&P 500 has experienced a significant rally, raising questions about whether this is the "most hated rally ever" [3][5] - Gold prices have rebounded and are trading significantly above US$4,000 per ounce, reflecting a positive trend in the precious metals market [4][5]
Become a Better Investor Newsletter – 15 November 2025
Become A Better Investor·2025-11-15 00:01