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...
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...
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. ...
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. ...
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,...
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....
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...
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...
East Asian economic winds are blowing stronger then ever before.
The new East Asian Summit will be the first time so many Asian countries are holiding a political gathering without the presence of the United States -or any other great power.
The region has now accumulated $2.5 trillion of foreign exchange reserves compared...