Going forward: The catalyst will be the behavior of interest rates. Besides, regular postings in our member lounge for short but valuable tit-bits of timely actionable investor added value insights, as well as comments of general interest. As none of us is as smart as all of us.
October Reflections. And how "Right understanding" is crucial in so many aspects in our lives; distorting can reign often to our detriment. Here I show some examples in the investor management business.
Cash is one form of prudent asset allocation to have a cushion if there is a meaningful set back, or unexpected and/or near future needs. "Keeping some powder" dry principle. Here I describe how through the Thai banks one can increase baht %...
The Thai market remains buoyant. Part 2. While short mean sell-offs are natural and healthy events, my view remains that the SET in not a bubble, not yet.
September looks like it will end just as it started, on a high note. It was a good month to take off and reflect from afar while enjoying some art of the historic and culture kind.
Select market reflections post the nice run up in August. "Cash is not trash". Be cautious not to trade in a horse for a donkey. Bloomberg should wake up beyond EA.
