Introduction Topics

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As Govts print more money, cash should be debased in time.

Submitted by PaulRen on Tue, 25/08/2020 - 10:46am

A long member wrote me the following yesterday:  

"I've decided not to renew at the moment. I have pulled out most of my money from the market right now and will wait on the sidelines until the situation gets better. 
Governments continue to print money

...
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On the how in Thai stocks, vs. just the what.

Submitted by PaulRen on Thu, 18/06/2020 - 10:24am

Anatomy on the how in Thai stocks, vs. just the what. Here is one of more articles to come on this subject.

Pondering here into our rainy season, I just realized how many members over many years wrote me how they learned allot on how to...

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Market surge has been confined to least affected by CV19.

Submitted by PaulRen on Thu, 21/05/2020 - 9:59am

Reflecting some post the surprising to many stock market rebound.

The US -and to a good extend Thai stock market as well- has run up allot into the news that things, virus wise, seem to be getting better.  Its important to understand that in the US at least, most...

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Beware of SET stock investor broker deviances. CHO & SET emergency fund.

Submitted by PaulRen on Sat, 25/04/2020 - 11:42am

Be careful on new broker stock recommendations -and other traps.  Post Ante.

Already getting some mails of members asking "oh I missed it would you still buy at these higher prices".  This is always a trickery question and one I least like, because my view was...

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Daring making some predictions, post CV19.

Submitted by PaulRen on Mon, 13/04/2020 - 11:36am

Suddenly changing times, demand changed thinking.

Post CV19 I am not a fan on US stocks, I think they will recover some but their long market bravado has ended.  I think the US economy will endure a longer time to get fired up again and there will be...

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Investor strategy gone much astray, by staying out of stocks.

Submitted by PaulRen on Sat, 11/04/2020 - 4:33pm

In recent years I’ve met some and read about increasing more high net worth individual investors having found their perceived smart high yield safe investments -in an ever lower interest rates paid world.  

Often, they are engaged in other activities/careers/hobbies and find themselves just bored...

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Sudden difficult times can bring positive changes, besides unusal opportunties.

Submitted by PaulRen on Mon, 30/03/2020 - 5:10pm

What lots of foreign fund managers forget or don't understand is that April is a time of the year where not much gets done anyway here.  Its the traditional big holiday Thai new Year time, and most of the country closes down. Try to get anything done in...

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Broad sell off masks different companies' earnings impact.

Submitted by PaulRen on Sat, 28/03/2020 - 11:20am

Many viable SET companies have dropped considerably in mkt. price with little discrimination, despite there much should be! 

The SET is now in an oversold position... obviously nobody knows if it will turn down once again and flirt around 1000 (on the SET index) where...

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The masked Thai stocks' bear market. Individual retail investors fleeing.

Submitted by PaulRen on Tue, 10/12/2019 - 4:05pm

In the long and recent past years, some 2/3 of total SET trading volume was generated by individual retail investors, this has dropped to barely 30% now for some time.  This reality represents a fleeing of the SET core retail investor base.  Why?  This is rarely acknowledged by...

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