I went to the beach for the long weekend, room rates are higher than pre c-19, not unexpected, and you’re seeing this being reported by the larger hotel players both domestically and globally. How long can this last? Well until there is new capital coming in to take-over and refurbish the hotels that have gone […]

A mini random thought that will be fleshed out later…btw join us on Telegram link (https://t.me/thaicapitalist) we’ve been having fun chatting about ideas & what’s going on in the market (jmart/singer/wph/prm/royalty… *grin*) Where are the markets today 2020 – lockdown 2021 – reopening for the Western Markets 2022 – 1H22 – Ukraine/Russia, 2H22 Asia finally […]

In 1 month the THB has dropped -5% versus the USD. And we’re coming to the end of earnings season, which has been a rather fun period – summary will be up in 2 weeks when it’s all done and dusted. Note that this year it’s going to be a boom time for IPOs in […]

Wobbly time, no real corporate news flow. Turkey/Syria earthquake – positive for oil. Russia just cut back on some production, positive for oil. Until there’s something serious we’re going to reading about balloons and UFO’s being shot down. It’s time to send Will Smith to slap those aliens or for Tom Cruise to save the […]