So the Thai Government has done another wonderful job at shutting down the economies throughout the country yet again.

Same playbook, trades are in, just wait.

Commodity prices are still going up up up. And shipping has already moved a fair bit. No inflation you say? Look at Japan’s electricity prices this month due to the LNG move. Green energy works? No, countries need nuclear and coal.

I do wonder re the legs on the IT names and the elec manufacturers…

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