This drop is just WOW

Viewpoints:

  • 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.

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