Non Thai Articles

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Beware and prepared of a coming US stock shakeup, and more.

Submitted by PaulRen on Sat, 30/08/2025 - 11:56am

I remain convinced the US stock market is in a huge bubble which at some point will end badly. The timing we don't know. It will mostly have to do with debt exploding and financial and US Govt. overreach.  I can't help but to keep noticing all these upbeat...

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On US stock relentless bulls.

Submitted by PaulRen on Sun, 24/08/2025 - 1:30pm

Some 4 decades ago when I started my multiple-licence US broker career, the infamous book "In Search of Excellence" was all the rage. It sold millions of copies.. it identified the who's who of big caps. in those days. Today almost all are gone. In fact, of the 43 companies...

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China keeps emerging, while too few money managers pay attention.

Submitted by PaulRen on Sun, 25/05/2025 - 3:21pm

A short summary-view on my China positive investor call -which remains in place since last February 2024.  XIAOMI a proud star still firing on all cylinders.

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Post the US dominant World.

Submitted by PaulRen on Fri, 11/04/2025 - 10:41am

Years ago I held all US securities' licenses, so I do think Trump buy now single statement a couple of days ago, was insider information and so likely illegal, but only if one can prove he/his Family acted on it!? Regardless, large US investor capital is now exiting...

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Swiss & US money managers/comment and reflections.

Submitted by PaulRen on Sun, 30/03/2025 - 11:39am

Swiss bank investment managers too often like to pad themselves on the back regarding good investor performance.  Yet to their credit of late Gold has done,  this post them "forever" advocating this asset class.  Realize however, Gold is always priced in US$ which of late has weakened, globally.

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China stocks rock up even more, just as US stocks continue to correct.

Submitted by PaulRen on Fri, 14/03/2025 - 3:48pm

China stocks overall rock-up further and this just as US stocks continue to correct a noteworthy divergence. Even while few Western money managers talk about it.

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On US stocks.

Submitted by PaulRen on Wed, 01/01/2025 - 8:57pm

As we enter 2025, I can't help but notice lots of US stock bulls around, en masse.
Consider, if everyone thinks, everybody there also thinks stocks will keep going up, then stocks will keep going up. This can go on for a long time, but eventually the bubble bursts....

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Gold, tired for now?

Submitted by PaulRen on Mon, 25/11/2024 - 3:21pm

Gold ($2694), which I here for many years kept viewing to just keep slowly accumulate (yes with some of the profits taken on Thai stocks -all along) has done well this year, but topping out of late.  This is odd, or telling, as the US/Russia war keeps mongering...

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Major global political changes happening, not just in the US.

Submitted by PaulRen on Thu, 14/11/2024 - 9:04am

Lots of global political changes have been happening of late.. and I predict Germany is next in early in 2025!

Over the past many months, 6 different major countries have seen big political leadership changes not just in the US which is by far the biggest,...

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