By now, it’s been fairly obvious how to trade around these skirmishes/wars. Markets panic for a few weeks and then make new highs. (granted not all names) .

And oh, you’re welcome fellow oil shorters 😉

Thailand, my thesis that this is going to be the best government performance since Thaksin’s first term looks like its coming to fruition with the host of technocrats that appear to be anointed. As there’s zero chance, IMO, that any of them want to work for Anutin. Let’s see what happens.

If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇