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Beyond -meaningful real reforms need to take place here. has been about rational & value investing since 1997.  April 30 '2024 marked its 27th anniversary.  For over 2 years I here increasingly stated to remain overall Thai stocks bearish -due to the Thai economy slowing, lack of SET/Broker reforms & excess mkt. speculating -not least uninspiring politics.  Still no real catalyst in sight.  With my multicultural background and 40 years of professional investor experience I instead here make regular added value more global oriented unbiased comments.  Beyond  (See articles below).

We are not and never were investment nor financial advisors/nor fund managers,  just publishers of unbiased, experienced & long professional viewpoints with 40+years of investor experience.   "Integrity has always been my competitive advantage".    Picture here shows a medieval village in Burgundy, France visited last month.

July 9th  With the US stock market very extended, geopolitics dire and US elections in limbo -I remain of the view expecting a US market correction anytime before November 2024.

June 5th:  The global geopolitics war mongering, are going from bad to worse, with the US neocons/hegemony starting to get frantic on the reality of loosing its Ukraine/NATO expansion folie....,just as US very uncertain elections are looming. I remain of the view the US stock mkt. is in a rounding top in the making -and overvalued. Instead, have viewed accumulating select...

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Xiaomi DR’s, listed on Thai SET, my investor choice.

Xiaomi a DR’s, (depositor receipt) listed on Thai SET under the symbol of XIAOMI80, is my latest investor choice.

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US small caps hugely underperforming. Here is why.

The investor-world is run by ever larger mega institutions/funds -which crave big daily avg. volume in shares traded liquidity. It's their mantra...a necessary -required obsession. This is what has evolved, it is what it is.

It's one reason why US smaller stocks there have hugely underperformed for some time. If...

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Global affairs - A Broken promise

Here you can see, if interested, how the US & the West promised to new Russia that time there would be no NATO expansion, surely a broken promise which rightly so upset them:

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A comment on Bitcoin

On crypto/Bitcoin, One real problem in time is AI which along with Quantum computing emerging -which will be able to crack the crypto Bitcoin code in a few years. Not sure many know/think about this?

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Qualitative not Quantitative. Jewels in the rough.

The SET bear market continues as I feared would come -and here posted so already some time ago.  A silver lining is starting to emerge.

Thailand has a newer strict defamation law in place, no doubt many are aware of, which is a real horror where you can't even point...

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