Recently I got this mail from a peron of some standing outside our industry which watched the movie “The Big Short” on Netflix. He was appalled and told me so as it stated its based on a “true story”.
Fallacies and incomplete conclusions on the investor front.
Recently I saw a 10 or 12-year graph which compared Bitcoin price movements to the price of Gold, what an incredible divergence. With Bitcoin soaring and gold basically doing very little in comparison. This can lead to the...
Coming persistent inflation is the big headline-worry at present, but I question this.
Many believe broad inflation will be persistent and on the increase well into next year and beyond. Is this a foregone conclusion? Iron-ore for example has dropped considerably in the past few months, copper as...
First step is to have a Thai bank account so to collect the dividends, as Thai brokers can't endorse e-dividends. As these are usually directly deposited to one's Thai Bank account. Then, separately one has to open a Thai broker account which requires a...
Below you can see the graph on how sSET Index, which represents "the price movement of common stocks apart from constituents in the SET50 Index and SET100 Index", performed, vs. SET benchmark index. This shown from the outset of Covit-19 April 1 2020, which was start of the lock downs. Nearly 3...
Speculating around answers desired to be believed, and the telling of outright un-truths!
In a previous article called “Exchange of mails with a leading Thai broker CEO” where I reported an actual LinkedIn exchange I had with a leading Thai broker-head. There I had asking some short questions, only to get outright wrong +...
Thai intermediation of Savings is "off the rails".Thai Investing/savings, to their own detriment, is often less than rational -by both Foreign and many Thai's.
In any capitalistic economy the so-called intermediation of savings/investment is a critical important core component of such a system. It presumes that savers will broadly...
Below is an mail exchange I just had with a CEO of a major SET brokerage firm. This only came about because this CEO made a post questioning in frustration some of the cumbersome rules/quarantine and paper work required when he re-entered Thailand...