Non Thai Articles

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US stock bulls beware.

Submitted by PaulRen on Sat, 18/07/2026 - 10:32am

The coming AI dire Tax gap.

It’s a foregone conclusion that AI will eliminate many jobs, especially white-color jobs. As its already axing, for one example, high paying computer code/software writers -and many more to come.  This will only exponentially accelerate in years to come.

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China long bull view remains.

Submitted by PaulRen on Mon, 27/04/2026 - 11:39am

The Western narrative and economic reality on Taiwan are completely inverted.

The Taiwan invasion thesis fails basic logic in my view because:

TSMC's advanced nodes cannot be replicated anywhere in 5-10 years minimum — not in China, not in the US despite...

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A dire Thai New Year expose on the US gone astray, here at my 29th anniversary.

Submitted by PaulRen on Fri, 17/04/2026 - 3:14pm

As the Thai New Year starts, I want to post the following. A dire and grave reflection. Be forewarned, its not for the light hearted as I dare to “take the gloves off”.   

I think we are now globally at a very important inflexion point. If...

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China -and the new world dis-order.

Submitted by PaulRen on Sat, 14/03/2026 - 10:58am

 

China may/should well be a beneficiary in time on this new World (dis) order. Yet I dare to observe, once again brought on by the US.

China has a few very big things going for it: 1) it has accumulated the world’s largest excess reserve of oil—about 1.2 billion barrels,...

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On global oil prices. The US consumer will be hit just as hard.

Submitted by PaulRen on Sun, 08/03/2026 - 11:30am

Unlike what many believe, US energy independence does not insulate US consumers from higher oil prices.  My pick on the SET on a company which should benefit from increased inventory hoarding.

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US margin-debt on stocks are at an absolute record high

Submitted by PaulRen on Fri, 17/10/2025 - 12:14pm

US margin debt on stocks there, are at an absolute record scary high. (See graph below) As margin force-selling on daily mark-to-market is a very SEC mandated super strict rule!  Its called "Maintenance margin" and is one of the strictest US securities' law. For all the right reasons. The amount one can borrow is...

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China ETF beating US ETF's

Submitted by PaulRen on Tue, 07/10/2025 - 11:23am

In early 2025, I saw a 1 hour interview with the CEO of Black Rock, the world biggest money manager, talking broadly about investing....there he never once, but not once, mentioned China. While US stocks are often all the rage by Western centric money managers. Actually since early 2024, broad...

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Global risks are increasing. US stocks/AI euphoria, US$ weakness, massive deficits.

Submitted by PaulRen on Fri, 12/09/2025 - 3:56pm

I dare to say here today:  An AI bubble could well be in the making. Geopolitics are getting worse. US stocks ever more narrow and in a euphoria, I fear.  Dollar weakness and D. Trump is peaking.  US supreme court major decision is looming on tariffs.

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Beware of the US stock boom.

Submitted by PaulRen on Thu, 11/09/2025 - 10:53am

Will all the current AI rage bring-on another bust? Far bigger than the dotcom meltdown 25 years ago.

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