I don’t care about social media news and the daily ongoings regarding the politics because I consider it all noise at the moment. A government is being formed, it will be better than what the country has had for the past 9 years and there is nothing but upside aside. All the daily news we […]

Strip out delta and gulf and the market is at 11-12x trailing earnings. I still think the market “mini-crash” is done. STARK overhang is done, political overhang to be over this month as the government gets formed. The negative YoY comps will begin to reside and look positive again in 2H23. Fun times ahead.

I’m going out on a limb and will say the worst is over for the SET Why?

Note: There’s 18, a lot of interesting news this week.

The STARK effect. That’s what we’re seeing unfold in the Thai capital markets, fear that this is going to reverberate throughout the system, and that several other companies are fudging their books and no-one knows who to trust. This will be a wonderful period to pick up the names you like why….1) massive rate hikes […]

This week I forecast that STARK is going to cause a lot of trouble in the markets….nah I’m posting this on Thursday 22/06 after a trip overseas so I’ve seen the carnage…wow. Though I’ll still harp on the thesis that the commodity related names (i.e. oil) will continue to hold/perform well.