Non Thai Articles

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.

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...

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

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...