Two interesting matters on the technical side of the markets, one DELTA is now going to capped at 10% – which would be amusing if the sector rallies again but the SET is going to be flat because of DELTA being capped; two – LTF selling is done for now as this the period where the LTF holders are going to have to switch over to LTF ESG ABCEDxkdy donkey kong. Still hold to the viewpoint that the “bottom” is in…

It’s still amusing to see that the SET almost hit covid bottom levels – which is ridiculous.