Post Ukraine/Russia tragedy. Longer term investors hang in there.
I am not likely to make any changes to my investor outlook or model portfolio, post the Ukraine/Russian fall out. I duly note how the US market sold off nearly 900 points at the opening, only to...
Thai stock market lasting reaction to US interest rate increases besides Russia/Ukraine standoff, like to be less severe.
For some time I have warned people privately and here on the over-hyped US tech stocks. Their glorious upward trend was finally broken as the NY 2022 started. It obviously...
Lots of different people and investors ask: why an increase, to yet still very low interest rates, is such a big deal? Well, as a doubling of the level of US interest rates, means a doubling of all...
Time are changing to a recovering Thai economy next year but along with that, new headwinds of higher interest/inflation in time.
I am proud to say, I here predicted often, how low interest rates would prevail and be positive for stocks. But that low interest rates' era, over a...
Below is bit of restatement on how I view to invest beyond just number crunching/valuation with 4 current examples -and a brief summary why. One can see how pro or neg present sentiment plays into some, to one's advantage -I believe.
Observations from a long time/real time, professional investor.
In Thailand, I think more then elsewhere, there are lots of engineers and doctors -which is great. But for the most part these often do not make good stock market investors. This I've observed again and again over my entire 40 year...
It remains a dire conversation to increasingly many as there could be another global and/or Thai meltdown in the making. But what caveats/triggers could predicate this?
Of course, many have predicted this ever since the last 2008 N. Atlantic induced financial crisis. Year after year predicting the next...
The basic winning investor theme here for over 25 years. With a set back in years 2017 to 2019.
The key here to understand the investor success theme here over 25 years is very simple: institutions are/must be interested to only invest in stocks which have...