Liquid lunge – Seen this Movie before

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“The first of April is the day we remember what we are the other 364 days of the year.” – Mark Twain Bill Hwang’s mighty bills – The Archegos hedge fund blow-up came as no surprise, given that we wrote last month about how the same fervour that had driven FANGS and meme stocks such…

FAQs : Guide on COVID-19 Vaccination for Expats in Thailand 

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FAQs: Guide on COVID-19 Vaccination for Expats in Thailand MBMG try to answer these questions in this blog post. Please be informed that the government’s policy, as well as vaccine plan and supply can be changed overtime. Nowadays, there are many brand of vaccines in the worldwide market, but not in Thailand. There are three…

Seen this movie before #7

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Seen this movie before #7 We recently* quoted Howard Marks talking about 3 stages of the markets “the third stage [is] when people believe things can only get better forever.” Just after that, we made the point that Tesla, Ark Innovation and Bitcoin (GBTC) were at a crucial juncture – close to support levels. If…

Dilemma Between Liquidity Fueled Bubbles & “Boring” Assets – CNBC Interview

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Dilemma Between Liquidity Fueled Bubbles & “Boring” Assets – CNBC Interview Q&A with Paul Gambles  SQUAWK BOX ASIA | 21 April 2021 Question 1:  Right now, you are  looking at stocks. I guess the way I like to think about is sort of like a, a shoe analogy here, right? There are stocks that are the equivalent…

𝐔𝐩𝐝𝐚𝐭𝐞𝐝 𝐫𝐞𝐠𝐮𝐥𝐚𝐭𝐢𝐨𝐧𝐬 𝐭𝐨 𝐞𝐧𝐭𝐞𝐫 𝐓𝐡𝐚𝐢𝐥𝐚𝐧𝐝

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𝐔𝐩𝐝𝐚𝐭𝐞𝐝 𝐫𝐞𝐠𝐮𝐥𝐚𝐭𝐢𝐨𝐧𝐬 𝐭𝐨 𝐞𝐧𝐭𝐞𝐫 𝐓𝐡𝐚𝐢𝐥𝐚𝐧𝐝 Update Announcement  𝐔𝐩𝐝𝐚𝐭𝐞𝐝 𝐫𝐞𝐠𝐮𝐥𝐚𝐭𝐢𝐨𝐧𝐬 𝐭𝐨 𝐞𝐧𝐭𝐞𝐫 𝐓𝐡𝐚𝐢𝐥𝐚𝐧𝐝 𝐚𝐧𝐝 𝐩𝐫𝐨𝐜𝐞𝐝𝐮𝐫𝐞𝐬 𝐨𝐟 𝐭𝐡𝐞 𝐪𝐮𝐚𝐫𝐚𝐧𝐭𝐢𝐧𝐞, 𝐞𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞 𝐟𝐫𝐨𝐦 𝟏 𝐀𝐩𝐫𝐢𝐥 𝟐𝟎𝟐𝟏 From 1 April 2021, quarantine periods for travelers entering Thailand are as follows: Quarantine period for travelers without vaccine certificate is reduced from 14 days to 10 days.  Travelers with vaccine certificate with…

The value of US 20 year treasuries has fallen by over 11% this year …Should we all be buying treasury bonds?

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The value of US 20 year treasuries has fallen by over 11% this year …Should we all be buying treasury bonds? Inflation tends to lead to interest rates moving higher and invariably the prices of US treasury bonds move inversely to yields (i.e. when rates increase, or are expected to increase, bond prices fall). This…

Hot stocks cooling down….?

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Hot stocks cooling down….? There’s a lot more green on the year to date asset class performance charts now, even after a very wobbly end to February, still mainly in risk assets. In fact it still seems the greater the risk, the greater the reward, although it’s worth noting that any attempt to justify this…

Bad maths, bad economics

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Bad maths, bad economics When Interest Rates Fall Asset Prices increase – but by how far is reasonable? Ahead of the upcoming Webinar (mbmg-group.com) on Wednesday, Paul explained to CNBC’s Martin Soong & Rosanna Lockwood the 2 dominant misconceptions distorting expectations right now: “We’ve got bad economics – we’ve had Quantitative Easing (QE) 1 and zero or negative rates since 2008,…

The Last Whoosh!!

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The Last Whoosh!! It feels like an everything bubble In a podcast discussion with renowned equity portfolio manager John Hussman (1), newsletter author Jesse Felder spoke of an “everything bubble.” We can understand why it feels that way – after all we’ve spent enough time recently highlighting the folly of BitCoin, with its inherent value…

Property Transfer Tax and Mortgage Fees Reduced (but unlikely to be enough)

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Property Transfer Tax and Mortgage Fees Reduced (but unlikely to be enough) Excludes Condominiums of higher value than THB 3,000,000 The expected reduction in the property transfer tax to 0.01% from 2.0% and mortgage registration to 0.01% from 1.0% were approved by the Thai government on 11th January and will become effective once passed in…