Post Ukraine/Russia tragedy. Longer term investors hang in there.
I am not likely to make any changes to my investor outlook or model portfolio, post the Ukraine/Russian fall out. I duly note how the US market sold off nearly 900 points at the opening, only to...
Thai stock market lasting reaction to US interest rate increases besides Russia/Ukraine standoff, like to be less severe.
For some time I have warned people privately and here on the over-hyped US tech stocks. Their glorious upward trend was finally broken as the NY 2022 started. It obviously...
Lots of different people and investors ask: why an increase, to yet still very low interest rates, is such a big deal? Well, as a doubling of the level of US interest rates, means a doubling of all...
Time are changing to a recovering Thai economy next year but along with that, new headwinds of higher interest/inflation in time.
I am proud to say, I here predicted often, how low interest rates would prevail and be positive for stocks. But that low interest rates' era, over a...
Below is bit of restatement on how I view to invest beyond just number crunching/valuation with 4 current examples -and a brief summary why. One can see how pro or neg present sentiment plays into some, to one's advantage -I believe.
Observations from a long time/real time, professional investor.
In Thailand, I think more then elsewhere, there are lots of engineers and doctors -which is great. But for the most part these often do not make good stock market investors. This I've observed again and again over my entire 40 year...