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Beyond the leisures and 5 star hotels.

Submitted by PaulRen on Tue, 03/05/2011 - 4:11am

With good stock in hand, April was for a brake and recharging my batteries. Here I  reminiscence back on this memorable trip.

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Reflections over the past year and exciting into 2011.

Submitted by PaulRen on Wed, 15/12/2010 - 8:11am

Year 2010 is coming to a close. Overall a frustrating one as always, but superior returns were achieved, as near always.  Founding members should guard their status as new membership is now closed.

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The gnomes of Hong Kong.

Submitted by PaulRen on Thu, 17/06/2010 - 5:56am

Here is a real experience with a value investor in Thailand which bailed out near the bottom with millions, a year ago. All because as the masters of the Universe there told him he was doing it all wrong here.  I could not hold back writing that Morgan Stanley broker back...

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Bouncing off the bottom and silly politics.

Submitted by PaulRen on Mon, 08/12/2008 - 9:18am

When somebody asks you about the Bangkok airports closing here, you can say yes that was silly and unfortunate, but then ask what about the US Solar power industry? 

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Health and Wealth, we need both and then some.

Submitted by PaulRen on Fri, 14/11/2008 - 7:58am

A time for balance between wealth and health. 

The global economies fell off a cliff in October and left us with stocks half or less their previous values, worldwide...  What is worse to be wealthy but not healthy or healthy but not wealthy? Many of us know the answer.  I have...

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Dear Thai stock investor,

Submitted by PaulRen on Sun, 06/07/2008 - 10:14am

Here is how I would write to a long term Thai value investor at mid year, understanding his/her frustrations and disappointment of late.

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The US no longer makes the top list for China exports.

Submitted by PaulRen on Sun, 11/05/2008 - 3:25pm

 

China deflating due to US troubles? Western based conventional wisdom in this case happens to be wrong.

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A personal message on the anniversay.

Submitted by PaulRen on Thu, 01/05/2008 - 5:20pm

Here are some personal reflections as I sit by the Danube river, taking a deserved brake from the Thailand heat.  So to be refreshed on my return.

 

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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...

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