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…

Personal Income Tax Returns – the Sooner the Better

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Personal Income Tax Returns – the Sooner the Better A lesser known service that MBMG provides is that each year we complete and submit the income tax returns for our clients (and our accounting team does this for the staff of our corporate clients) – our service can save a significant amount of your time…

Exclusive Interview CNBC : Reddit trading frenzy could cause ‘systemic event’ in markets

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Exclusive Interview CNBC : Reddit trading frenzy could cause ‘systemic event’ in markets GameStop shares surged 1,625% in January !! (Yeah.. that is accurate figured!)  And inflicted a mark-to-market loss of almost $20 billion to hedge funds with short positions against the stock, according to data from S3 Partners. Paul Gamble , co-founder of MBMG…

Stimulus – Will it Work?

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The following Flash introduces the Feb Outlook which is available on request – please send an email to info@mbmg-investment.com The latest US stimulus dive worth USD 1.9 trillion will either be successful or it won’t be. If successful (which is the less likely option in our view but we’re not ruling it out) then that should…