It’s 11/11, it’s shopping time! In the midst of earnings season, a little event occurred in North America, Trump and friends won, they picked up the silly pollsters, ideology focused politicians, and slapped the silliness out of them. And (hey future forward folks, if you’re reading this), they won bigly, they didn’t celebrate early, they […]

It’s coming to the end of the year, in a month it’s effectively done for the year. I do wonder what the impact of the US elections is going to make on markets. For the americans reading this, vote trump, if you’re a man and you vote for camel toe – well that says it […]

Bonus 1 Tourism: Lisa Manoban, a world-renowned Thai artist, has been confirmed to perform at TH Countdown 2025 event in BKK, Tourism Ministry.

GULF & ADVANC are up 50%, True +100%, own the cartels… It’s also time to speculate on casino names….we have in the group chat….BA (loves concessions, de facto owns samui, has the balance sheet with the hospital), BLAND (tonnes of land, always wanted a casino, balance sheet big enough to lever up and build), MCOT […]

Hey look, Thailand is up in YTD THB and USD terms. Who woulda thunk it? The Vayupak fund probably still has another 2-3 weeks worth of buying into the Thai Equity market, and when this is done….who knows. Until then 1,500 appears on the cards, yup it’s only +2% from here..but on the first week […]

The only question people have is how quickly is the Vayu3 buying up the Thai market? Local brokers seem to think that it is at a daily run rate of THB 5-7 bn, at this rate it’ll be completed by the end of October, and then? The upside(s) The downside(s) There are no unknown risks […]