Non Thai Articles

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Scared global investors

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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Is a big reset in the coming?

Global dire concerns are destabilizing while increasing.

The increasingly worrying issue is that if anything major goes wrong in the World, yet again, most all flights would be canceled, and strict lockdowns may be brought on again?....Who knows.  Then if one happens to travel one may/could get stuck...

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China leads in the new-mega transforming technologies.

China has installed more robots than the rest of the world combined...quantum computing is an area of notable Chinese expertise...it has the an explicit national strategy to be the world leader in AI by 2030. It has more of the worlds top 500 computers than anywhere/one else...China R&D spending was...

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Xiaomi DR’s, listed on Thai SET, my investor choice.

Xiaomi a DR’s, (depositor receipt) listed on Thai SET under the symbol of XIAOMI80, is my latest investor choice.

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US small caps hugely underperforming. Here is why.

The investor-world is run by ever larger mega institutions/funds -which crave big daily avg. volume in shares traded liquidity. It's their mantra...a necessary -required obsession. This is what has evolved, it is what it is. It's one reason why US smaller stocks there have hugely underperformed for some time....

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Global affairs - A Broken promise

Here you can see, if interested, how the US & the West promised to new Russia that time there would be no NATO expansion, surely a broken promise which rightly so upset them:

https://nsarchive.gwu.edu/briefing-book/russia-programs/2017-12-12/nato-...

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A comment on Bitcoin

On crypto/Bitcoin, One real problem in time is AI which along with Quantum computing emerging -which will be able to crack the crypto Bitcoin code in a few years. Not sure many know/think about this?

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Global balance of power has shifted.

Global balance of power has shifted, but few in the Western press have noticed or say willing to acknowledged this. Even while the Global South and BRICS is emerging in a bigger way then most realize.

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Some tips when dealing with financial institutions.

Here are just a few which come to mind:

1) be very aware of conflicts of interest, where a financial institution or bank promotes their in-house perhaps less than competitive investor/products. At times with high commissions or mgt. fees.

2) the interest of...

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