This drop is just WOW
- 1Q is a washout, especially Feb/Mar, 2Q will be fukt too, especially Apr/May. Demand shock is huge, Supply shock is huge. And then?
- Interest rates getting lower, fiscal spending is going to be massive. And then?
- For a military leader, the PM is just proving why Thailand lost its last war (vs Laos in the 80s), useless, bumbling set of fools.