Market Update 09/03
Who else wants to short oil and gold? If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Category: Market
Research on Thai Markets in general and the SET Index
WHTW Top 10: 02/03 – 06/03
If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Market Update 02/03
I view the world as mob bosses fighting – with that framework it makes sense. If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →WHTW Top 10: 16/02 – 20/02
From my buddy Grok Weekly Thai News Summary (February 14-20, 2026) This summary compiles the latest developments in Thai political, national, and corporate news, drawing from web searches and expert insights on X. Key themes include the aftermath of the February 8 general election, border tensions with Cambodia, economic projections, and business expansions. Below are […]
Read More →Market Update 16/02
Second best performing stock market in the world. Read here: Your welcome I’m not looking forward to the 6 months of 2Q-3Q…let’s see what the impact of the new US fed chief will be… If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Market Update 08/02
Oh Thailand, how your choice of government never fails to disappoint me…but markets love the control of 1 dominant party as it implies 1) Stability 2) Policies that should last more than 12 months. Anyways – look at my darling resources & industrials, even propcon has a double bottom. If this has helped you, please […]
Read More →WHTW Top xxx: 02/02 – 06/02
Grok Weekly Thai News Digest: Political, Country, and Corporate Updates This digest compiles recent developments in Thailand’s political landscape, general country news, and corporate/business sectors, drawn from web searches and X ecosystem analysis. Focused on the week leading up to the February 8 snap election, it includes at least 20 key items. Insights from X […]
Read More →Market Update 02/02
From what I’ve read online since the past few weeks, Warsh = gold sub 4k, Rieder = gold 7k, and it’s turning out to be true. The double bottom in industrials has my attention. “Ohhh you use technicals” – don’t be a donkey, everyone looks at charts. If this has helped you, please consider donating […]
Read More →Management Trades 26/01 – 30/01
Notable Transactions Buy(s) THB 16 mn Sell(s) THB 11 mn If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Market Update 26/01
Bull: Elections & Divvy season + the potential of a government that lasts more than a year + has policies & execution better than the military donkeys. And the market is CHEAPP excl DELTA & GULF. Divvy’s below THB 20 bn market cap are 5%+ for the co’s that are paying. Bear: It’s still amazing […]
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