And our favourite head-chopping camel riders have decided to push the oil price narrative higher by announcing cuts and adjustments until 2024.

The 3rd US debt ceiling, end of the world risk, I’ve experienced has passed. Yawn. At least I’ll stop receiving messages about the risks of default from junior sales/analysts that haven’t seen this game before. In 2 years, we’ll start to see the headlines again.. I’m looking forward to seeing: This is the period in […]

The news is all over the place regarding how the election results is negative for the market & economy. In reality its the heavy weighting to the crony capitalism plays (GULF) and the oddly expensive DELTA falling that have pulled the market down thereby resulting in fear/margin calls for every other play. I do wonder […]

Strip DELTA out and the YTD doesn’t look this awful, but strip DELTA out for the past 2 years and the SET returns look far worse. Which sector has the best divvy’s? Resources, I haven’t changed my tune on this….oil and friends are still going to have a decent run… In 2 weeks earnings season […]

Banks came out and they’re enjoyinggg the higher interest whilst paying us depositors peanuts. Now Thailand is one of the worst performing markets this year, and that’s, in my opinion, purely due to DELTA holding up the market too high in 2022 and is now coming off. It’s 3 weeks until election, so much for […]