Global Equity Earnings Revisions Rebound, Can Macau Casino Revenues?
I’ve been highlighting since mid-year a likely normalization of bond yields (and equity proxy multiples) from extreme valuation levels which were...
168 Views
Bitcoin – A Crowd-Pleaser Once Again
Money has been in existence for many millennia but until very recently it has been limited to one of two forms: commodity-based or fiat. Both...
194 Views
What Happens in Vegas...Goes to the White House (Hillary 2, Trump 1...Game Over!)
A Hillary victory would benefit Thai markets in terms of TIP market re-allocations and export strength, while hurting us on global stability....
208 Views
4 Months After Brexit - Currency Impact Tables For International Property Investors
We have updated our currency impact tables 'post-Brexit' for USD, EUR, JPY, AUD, GBP, and CNY. We make a simple assumption that a property investor...
736 Views
Strike 2 in St Louis: Trump's Town Hall Trap
Before the Battle. Even before this key 2nd presidential debate in St Louis on October 9 (but October 10 Thai time), the press raised many issues....
205 Views