Non Thai Articles

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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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Swiss Banking regulatory shortcomings.

Submitted by PaulRen on Wed, 06/11/2024 - 11:12am

I can't help but raise my eyebrows to a Swiss Finance regulatory, news article just read.
An interview with the Swiss Finance minister, Ms. Karin Keller-Sutter.  She was interviewed about new Swiss banking compliance/regulatory issues, to come...,in this article she mentions there are as of now, no provisions to...

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Asian currencies and mkts. rallying. ask why!?

Submitted by PaulRen on Wed, 25/09/2024 - 11:59am

In the meantime, of late, Thai, Malaysia, Chinese, currency and most stock mkts. here are rallying, for no real regional reasons...same with their currencies.! Something big beyond Western biased news seems to be going on...as Asian currencies are/keep rallying! Often a leading predictor, indicator. Similar vs. CHF, traditionally a safe...

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More sane news out of Germany -of late.

Submitted by PaulRen on Wed, 18/09/2024 - 10:55am

Recent elections in Saxony and Thuringia in Germany show they are fed-up with this Pro-War way of their national government. Big victories for not only the right-wing AfD but also the new Left-Wing BSW parties are testimony to that. This so gives the foreign policy makers in...

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More macro investor views, during these dire times.

Submitted by PaulRen on Sun, 08/09/2024 - 2:34pm

More open/general investor views here, during these very dire times, not least up until early November US elections.

Many people just don’t believe in investing for superior returns because they claim/say: “its impossible to predict the future”.   I would respond, well yes, but being a successful...

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Scared global investors

Submitted by PaulRen on Fri, 23/08/2024 - 3:00pm

A seasoned but rightfully scared global investor just wrote me: “Well, buying Gold in year 1971, would have increased your capital 71x.”

Realize, in picking an arbitrary-date from the past and then extrapolating this into the future, say to the present, is a no-no in the professional...

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