Industry, Economic, General SET

PaulRen's picture

On averages and other fallacies the masses are entrapped in.

Ah.. those averages and other fallacies the masses are entrapped believing in.

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The juggling act to continued superior performance.

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.

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Mid Year Review. Where to park some profits.

Reassessment and re-grouping after a formidable SET run up which was 2.7 times surpassed by my latest documented all along, model portfolio now ended.

Risks increasingly brewing from a...

PaulRen's picture

A Mid Year Re-assessment.

I viewed to remain fully invested year to date. Now at mid year and with the SET nearing 1500 into July, its time to reassess and take a bit more sanguine view. Medium term investors can ride it through. 

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Let the good time's ride. But start accumulating high yield solid funds with profits taken.

The risk going forward is bubbly USA and a possible temporary liquidity crunch coming there in the 3rd Q. The market and interest rate positive is that this will only prolong the attractiveness for financial assets into next year 2015....

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Enjoy the upswing, new ideas, travelogue.

Here I review a bit what is on my mind and congratulate those whom stuck with it during all the deluge during the first 5 months of this year.

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The Day After.

Threes day after the coup.  Here is a shortest summary of my thoughts.

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On inflation and the Thai Baht..

Why has the Thai Baht not weakened more among all the political mess of late? Why has inflation here -as around most of the world- not been higher despite so many guru's saying for years that its just around the corner.

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Late comer version/more up to date thoughts.

Reflections as we enter the 1 Quarter 2014. As I see it. DEMCO remains the star and CHO the great growth stock story.

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