And the noise regarding rates continues this week.

Let’s see how this unfolds, commodities still the only place in town…what about the insurance names that should benefit from 1. Rising rate environment 2. Older population – more insurance 3. Post covid a permanently higher customer base for health insurance policies

Note energy security coming into play in Thailand, https://www.bangkokpost.com/business/2323458/oil-refineries-face-state-price-cap

Hence why the market is crapping out.

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