Non Thai Articles

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Who left the door open?

Submitted by PaulRen on Fri, 09/11/2007 - 4:51am

With the US subprime market now in full crisis and many developed countries' savers getting pulled in some way form or shape, the obvious two questions are: 

 1) Why did the US leaders not see this one coming?    2) What else are they missing? What is the next US silent...

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Drought looming in South Western USA?

Submitted by PaulRen on Tue, 23/10/2007 - 9:49pm

In the just previous member article I suggest that in select growth areas of the US, the sub-prime mortgage crisis is not as serious as in others.  I ask the question, with US housing prices coming down will there so not be a time to start considering this as an asset class down...

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The key global concern to resurgent Thai stocks.

Submitted by PaulRen on Thu, 18/10/2007 - 3:47am

Many global, as well as Thai stock investors alike now wonder if the US housing mortgage market scandal/correction will kick the wind out of stock-markets far away, like Thailand. A US recession in 2008? 

I continue to think not.  With the Thai elections increasingly closer and the economy likely to resurge...

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Swiss Bank retro-commissions, a conflict of interest.

Submitted by PaulRen on Sat, 25/08/2007 - 4:16am

A host of ever expanding services, products and investment alternatives; not the least -and just to name a few- are fancy derivatives, funds, ETF and a tray of other cooked-up choices only surpassed by their creative names. US Mortgage backed securties, now many sinking in value, are not far behind.  ...

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Swiss Bank retro-commissions, a conflict of interest.

Submitted by PaulRen on Sat, 25/08/2007 - 1:16am

A host of ever expanding services, products and investment alternatives; not the least -and just to name a few- are fancy derivatives, funds, ETF and a tray of other cooked-up choices only surpassed by their creative names. US Mortgage backed securties, now many sinking in value, are not far behind.  ...

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The commodity super bull cycle, I just don"t buy it.

Submitted by PaulRen on Mon, 27/11/2006 - 6:35am

A continued commodity super bull cycle? Or, just another bubble in the making. Inflation looks allot tamer to me then some others, as I explained in a previous article. Here I articulate more on why I am at best, a subdued & cautious commodities fan. Here is a wake-up call,...

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Are the inflation buggs going mad?

Submitted by PaulRen on Mon, 13/11/2006 - 9:07am

Here is the continuation of a recent exchange I had with Dr. Marc Faber whom seems convinced there are all kinds of price pressures building -and so justifies his super bullish case on Gold. As well as the continuation of the super-cycle on prices inflationi across just about all commodities....

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Questioning the new inflation bugs.

Submitted by PaulRen on Tue, 07/11/2006 - 2:12am

Here is a letter I just sent to Mr. Marc Faber, after viewing his 28 minute interview recently given in Zurich. (An original "member only" article, as posted here on November 1 '06 and made available for all). Mr. Faber is a noted dire Gold fan. And while I am...

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No commodities buff here, my contrarian view explained.

Submitted by PaulRen on Wed, 18/10/2006 - 5:10am

I remain guarded on the re-inflation theme advocated or feared by so many investors. China is exporting deflation in manufactured/consumer products -and this trend will only get better in the medium term -as the global super discount centers must and will clip their fat margins. Inflationary beneficiary bugs, be on...

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