Fund@mental Weekly Review (EN) Oct 12, 2025

Title: Financial Repression: S&P 500's 'Real' Loss & AI's Energy Achilles' Heel Description: In this episode of Fund@mental Weekly Review, we distill critical insights from myfundamental.net. We analyze the $340T global debt and the strategy of Financial Repression —using inflation to dilute debt's real value. Crucially, we show that when measured in gold, the S&P 500 has lost over 18% since 2020, revealing a loss of real purchasing power. We cover political signals from Japan reinforcing the high-debt playbook , the pivot towards Emerging Markets , and warning signs in private credit. Finally, we discuss the enormous structural pressure from AI's energy needs, projected to consume 6% of global electricity in 10 years. This is your source for daily, data-driven financial analysis to understand the future of global investment. Discover more at myfundamental.net/insights!