His commentary came out 1.5 weeks ago and I’ve just gotten around to reading it properly. Here are two passages worth your time and a link to the rest of it. The market usually begins to buckle when the Federal Reserve is aggressively tightening. We know that the new Fed Chairman Jerome Powell wants to […]

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Sitting on a plane is one of my few pleasures as I may finally catch up on reading books. Currently I’m working my way through¬†Lords of Finance: The Bankers Who Broke the World by Liaquat Ahamed, and I just had to note this passage While market averages continued to race up, reaching their peak in […]

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A A targets 2018 revenue and presales growth of 30% and plans to launch 11 projects valued at Bt7.92bn. (Khao Hoon, 08/03/18) Comment: A rather odd stock given its consistent straight up movement over the past 7 years, but given that fact they are planning to launch this number of projects, arguably justifiable valuations here. […]

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