Industry, Economic, General SET

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An Abundance of Failed Predictions, Part 2.

Submitted by PaulRen on Sun, 27/03/2011 - 4:29am

We must all ask ourselves: what are the wise telling us in big books today, what will equally turn out to be dead wrong?  An example from the late 1980's, when I was back then the most succesfull broker at Morgan Stanley's Chicago, USA office.

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An Abundance of Failed Predictions.

Submitted by PaulRen on Thu, 24/03/2011 - 9:51am

"I can calculate the movement of stars, but not the madness of Men".  Sir Isaac Newton.   Uncertainty is an ineradicable fact of existence.

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Precious Metals vs. good Thai stocks.

Submitted by PaulRen on Thu, 17/03/2011 - 3:31am

Many astute investors the world over keep telling us that precious metals remains the place to be in times of increasingly Central Bank's irresponsibility.  But Thailand is a special case and their central bank is, well rather highly responsible.

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Real stocks & real returns, for real people.

Submitted by PaulRen on Sat, 19/02/2011 - 9:59am

Here I go again huffing and puffing at the Western "civil financial society" which dares to still acclaim -if not behave- as if they are the more developed culture as viewed from an financial markets investor point of view.

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Revenge of the Individual Investor II.

Submitted by PaulRen on Thu, 27/01/2011 - 3:54am

Revenge of the Individual Investor, part 2.  A real case just witnessed.

Just look at IVL, a SET 50 big cap which rocketed from 25 last August, to 60 in early December, only to now be down 38% since then.. burrr.. Glad I stayed away from that roller...

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Revenge of the Individual Investor.

Submitted by PaulRen on Mon, 24/01/2011 - 2:48am

There are currently over 3000 ETF's index funds traded and they dominate the global sentiment by ganging-up together. 

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Security analysis and investment management .

Submitted by PaulRen on Sun, 23/01/2011 - 5:15am

Short comment on security analysis and stock investment management -case and practice. An evolving and always changing and so need for pro-active endeavor along with prudence and patience.

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Their madness is our opportunity.

Submitted by PaulRen on Sat, 08/01/2011 - 10:12am

Institutionalization of investments and the spread and speed in globalization have inflated and synchronized bubbles.  Its become a huge industry feeding on its own tune. I add a new stock to the model.

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The traders trap is alive and well.

Submitted by PaulRen on Wed, 05/01/2011 - 9:10am

There is an extraordinary high amount of stock trading which can never be justified, except for the billions of dollars (and Baht) it generates in broker commissions.  Traders are also susceptible to behavioral biases such as overconfidence and self-attribution.

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