Seen this movie before #7

#Enter in May 2022, #Thailand scrapped Covid-19 Test, #ThailandDigitalNormad, #ThailandPass, Flash, Latest Flash, MBMG's Trip, Media, Press Release, Thought LeadershipLeave a comment

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

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

#Enter in May 2022, #Thailand scrapped Covid-19 Test, #ThailandDigitalNormad, #ThailandPass, Flash, Latest Flash, MBMG's Trip, Media, Press Release, Thought LeadershipLeave a comment

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…

๐”๐ฉ๐๐š๐ญ๐ž๐ ๐ซ๐ž๐ ๐ฎ๐ฅ๐š๐ญ๐ข๐จ๐ง๐ฌ ๐ญ๐จ ๐ž๐ง๐ญ๐ž๐ซ ๐“๐ก๐š๐ข๐ฅ๐š๐ง๐

#Enter in May 2022, #Thailand scrapped Covid-19 Test, #ThailandDigitalNormad, #ThailandPass, Flash, Latest Flash, MBMG's Trip, Media, Press Release, Thought LeadershipLeave a comment

๐”๐ฉ๐๐š๐ญ๐ž๐ ๐ซ๐ž๐ ๐ฎ๐ฅ๐š๐ญ๐ข๐จ๐ง๐ฌ ๐ญ๐จ ๐ž๐ง๐ญ๐ž๐ซ ๐“๐ก๐š๐ข๐ฅ๐š๐ง๐ Update Announcement  ๐”๐ฉ๐๐š๐ญ๐ž๐ ๐ซ๐ž๐ ๐ฎ๐ฅ๐š๐ญ๐ข๐จ๐ง๐ฌ ๐ญ๐จ ๐ž๐ง๐ญ๐ž๐ซ ๐“๐ก๐š๐ข๐ฅ๐š๐ง๐ ๐š๐ง๐ ๐ฉ๐ซ๐จ๐œ๐ž๐๐ฎ๐ซ๐ž๐ฌ ๐จ๐Ÿ ๐ญ๐ก๐ž ๐ช๐ฎ๐š๐ซ๐š๐ง๐ญ๐ข๐ง๐ž, ๐ž๐Ÿ๐Ÿ๐ž๐œ๐ญ๐ข๐ฏ๐ž ๐Ÿ๐ซ๐จ๐ฆ ๐Ÿ ๐€๐ฉ๐ซ๐ข๐ฅ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ 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?

#Enter in May 2022, #Thailand scrapped Covid-19 Test, #ThailandDigitalNormad, #ThailandPass, Flash, Latest Flash, MBMG's Trip, Media, Press Release, Thought LeadershipLeave a comment

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 downโ€ฆ.?

#Enter in May 2022, #Thailand scrapped Covid-19 Test, #ThailandDigitalNormad, #ThailandPass, Flash, Latest Flash, MBMG's Trip, Media, Press Release, Thought LeadershipLeave a comment

Hot stocks cooling downโ€ฆ.? Thereโ€™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 itโ€™s worth noting that any attempt to justify this…

Bad maths, bad economics

#Enter in May 2022, #Thailand scrapped Covid-19 Test, #ThailandDigitalNormad, #ThailandPass, Flash, Latest Flash, MBMG's Trip, Media, Press Release, Thought LeadershipLeave a comment

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

The Last Whoosh!!

#Enter in May 2022, #Thailand scrapped Covid-19 Test, #ThailandDigitalNormad, #ThailandPass, Flash, Latest Flash, MBMG's Trip, Media, Press Release, Thought LeadershipLeave a comment

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 โ€œeverything bubble.โ€ We can understand why it feels that way โ€“ after all weโ€™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)

#Enter in May 2022, #Thailand scrapped Covid-19 Test, #ThailandDigitalNormad, #ThailandPass, Flash, Latest Flash, MBMG's Trip, Media, Press Release, Thought LeadershipLeave a comment

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 โ€“ the Sooner the Better

#Enter in May 2022, #Thailand scrapped Covid-19 Test, #ThailandDigitalNormad, #ThailandPass, Flash, Latest Flash, MBMG's Trip, Media, Press Release, Thought LeadershipLeave a comment

Personal Income Tax Returns โ€“ 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) โ€“ our service can save a significant amount of your time…

Exclusive Interview CNBC : Reddit trading frenzy could cause โ€˜systemic eventโ€™ in markets

#Enter in May 2022, #Thailand scrapped Covid-19 Test, #ThailandDigitalNormad, #ThailandPass, Flash, Latest Flash, MBMG's Trip, Media, Press Release, Thought LeadershipLeave a comment

Exclusive Interview CNBC : Reddit trading frenzy could cause โ€˜systemic eventโ€™ 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…