Sunday, 6 June 2021

TU FAIS QUOI DANS LA VIE ?

Tu fais quoi dans la vie ? Je suis prof de l'être. Je corrige les maux et j'en saigne.Moi ? oh dans la vie, je me promène, je m’éclate, j’apprends des choses, je lis, j’admire la nature, je communique avec des gens, je m’émerveille, je profite, JE VIS, quoi !Et toi, qu’est-ce que tu aimes dans la vie...

Saturday, 5 June 2021

WE ARE NOT NOW THAT STRENGTH

To hell with dignity, I'll quit when the job's done. I'm going to find whoever did this. Be careful what you wish for. I like you better without your beretta. I am a part of all that I have met;Yet all experience is an arch wherethroughGleams that untravelled world, whose margin fadesFor ever and for ever when I move....and thoughWe are not now that strength which in old daysMoved earth and heaven; that which we are,we...

Wednesday, 2 June 2021

VIETNAM HAS SO FAR ESCAPED COVID SHOULD I INVEST?

The track n trace works well in Vietnam. A population of 97m, only 6,000 cases and 49 deaths.With those small numbers, they can reach out to F3. That's contact-of three removes and takes you to 200,000 people to track and quarantine. This is manageable.And it does loads of sequencing, so it can know the characteristics of emerging top-dog strains, much more than would be expected for a lower to middle income.It has a 4,500km border with...

Thursday, 27 May 2021

SHOULD I VISIT THE AIRPORT TO PREPARE MY FLIGHT DEPARTURE?

Point being to prepare and rehearse your departure in advance - make sure you have all the covid and other new rules right and know where to go.The airline booths are half empty. It's hot-booths now, no flights for your airline today? Then no booth and no-one to ask.Airports are half empty, if that. You can only walk one way round, of course, it's all social distancing. So walk backwards.You risk being stopped by finger-twitching Security...

WHY COMMODITY PRICES ARE SURGING

You don't need to look far to see why commodity prices are surging and there’s the prospect of demand for some natural resources exceeding supplies for years to come. Some leading investment advisers now say that we’re in the early stages of another “super-cycle.”Factors to consider:Demand 1. Share price action From March 23 to May 10 this year, big run up. Biggest customer, China, responds with all manner of clever detailed...

Tuesday, 25 May 2021

THE TROUBLE WITH TAINTED MONEY

Is there tain't enough of it ...

PRINCIPLES OF APPROPRIATENESS

Some Rules : #1 The Principle of ValueCan buy at sales price less than intrinsic value.Aim to sell at above intrinsic value.IV for property = annual rent / yield (quick and dirty solution.)Intrinsic value is equal to the present value of all its future incomes - dividends for a share, rents for a property. #2 Principle of ConservationUnderstand why things are as they are before making it better.Eg, a wall might keep...

Monday, 24 May 2021

JULY 1ST WILL BE A FLOP

It is likely that few will attend the grand reopening party in Phuket on July 1st, in just a few weeks, bringing further humiliation to Thai authorities.Covid related restrictions abound across the planet, meaning only those with a serious need visit other countries - businessmen, diplomats, perhaps those seeking cures.So it is unrealistic to expect even an uptick in foreign tourism under current covid waves and defending restrictions. And domestic...

Saturday, 22 May 2021

PUT TOURISM IN A COMA AND FOCUS ON THE VIRUS

https://thethaiger.com/hot-news/tourism/thailand-focuses-on-international-but-needs-domestic-tourism#comment-383625 The author has framed this piece round the idea that the govt (TAT) has focused on hopelessly trying to revive intl tourism in the midst of a pandemic, while - he argues - the focus should be on domestic.It is just a story. What the author doesn't say is that the economy runs 20% on the foreign currency from intl tourism...

Friday, 21 May 2021

IMPROPER GOVERNANCE

Should begin by saying that in normal times, I am a supporter of the monarchy and the BBC.In this case, we see Bashir - model journalist -  exposed as ambitious, greedy and dishonest.We see The BBC - the nation's broadcaster at home and abroad - as corrupt and evasive.We see Prince Charles - future King, husband and father of two little boys - as pompous, selfish and irresponsible.And ultimately we wonder why the Queen - who...

Monday, 17 May 2021

CHINA - QUADRUPLE DIP

https://is.gd/graSwy Rod writes A view i have held and spoken of for 20 years. The danger is that a state organised as China will seek to deflect the inevitable domestic upheaval against and threatneing the hegmony of the CCP by foreign 'adventures'. Prepare for world war 3. ReplyThe strategy is a big big fireworks party for 2049, so maybe you're right about war.China is trying to clear the gun rails this decade, in preparation.But ...