Industry, Economic, General SET

PaulRen's picture

Chart Reading, Data Mining, biased reports and other potential investor traps.

The Human mind has a amazing capability for finding predictive power in random stock data and trend.  Pareidollia describes a psychological phenomenon involving a vague and random stimulus being then mistakenly perceived as recognizable. 

PaulRen's picture

Chart Reading, Data Mining, Biased reports and other potential Investor Traps.

The Human mind has a amazing capability for finding predictive power in random stock data and trend.  Pareidollia describes a psychological phenomenon involving a vague and random stimulus being then mistakenly perceived as recognizable. 

PaulRen's picture

Why Thailand, a few picks, US subprime at its darkest moment now?

Whom am I to dare to think subprime problems are near the bottom? 

Why Thailand stands out beyond being a non-subprime market -and some select stocks I currently continue to like.

PaulRen's picture

Why Thailand, a few picks, US subprime at its darkest moment now?

Who am I to dare to think subprime problems are near the bottom? 

Why Thailand stands out beyond being a non-subprime market -and some select stocks I currently continue to like.

PaulRen's picture

Why Thailand, a few picks, US subprime at its darkest moment now?

Whom am I to dare to think subprime problems are near the bottom? 

Why Thailand stands out beyond being a non-subprime market -and some select stocks I currently continue to like.

PaulRen's picture

Why Thailand, a few picks, US subprime at its darkest moment now?

Whom am I to dare to think subprime problems are near the bottom? 

Why Thailand stands out beyond being a non-subprime market -and some select stocks I currently continue to like.

PaulRen's picture

Steaming oversold SET due to outside forces.

A hot afternoon at the office. Steaming some thoughts and alerting you to LVT (2.08) ..my continued tournaround choice and a model portfolio selection.  The new SET leader will likely be ITD, not PTT, when things here recover.

PaulRen's picture

Investor Themes Going Into Year 2008.

A slowing of the US economy next year, due to the credit crunch, likely means lower oil prices and commodity prices.  The key now is to own growth companies which are not linked to US consumption or broad Thai exports....

Here I identify some broad risks and make some...

PaulRen's picture

On Thai Stocks, wake up to the MAI index.

MAI stands for Market for Alternative Investing, but the reality is that it has stood for superior investments, and I think this theme will continue in year 2008.  Wake-up and smell the coffee is my message going into year 2008.

Here I review some of the raw stat's on the...

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