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Micron FY2026: AI Memory Demand, Financial Results and RPO
If anyone is asking the question, “Is the AI Boom really going to continue?” Micron Technology's (NASDAQ: MU)'s latest financial results may be another important piece of information worth keeping an eye on. Micron competes with Samsung Electronics and SK Hynix in memory. Its fiscal 2026 fourth-quarter results, announced on 30 September 2026, highlighted strong AI and data-centre demand. 📊 Important numbers • Latest quarter revenue of $54.23 billion compared to just $11.32 b
Oct 26 min read


Five Asset Classes Beyond Conventional Investing
“Some assets...people don't know about them. But rich people keep it quiet. And get richer and richer.” 5 types of assets that rich people like to hold 1. REITs – Real estate purchased through the stock market. What is : REITs (Real Estate Investment Trusts) are funds that raise money from investors to invest in real estate such as department stores, factories, warehouses, office buildings, hotels, etc. Investors buy investment units like ordinary stocks and receive dividends
Jun 3, 20253 min read


Charlie Munger: Mental Models, Patience and Investment Discipline
Charles Thomas Munger Birth date – Death date: 1 January 1924 – 28 November 2023 (age 99) Nationality: United States Main occupation: Investor, lawyer, and philosopher of the financial world. Important position: Vice Chairman of Berkshire Hathaway, partner of Warren Buffett. Life Path Summary Childhood: Born in Omaha, Nebraska (same city as Warren Buffett). Teen: Attended the University of Michigan but dropped out to serve in the United States Air Force during World War II. F
May 30, 20253 min read


Paul Tudor Jones: Trading Discipline and Risk Management
Trading success is uncommon and outcomes vary. Paul Tudor Jones offers a case study in discipline; his career should not be treated as a typical result. His story illustrates how a trader can build an investment business, while also showing the importance of expertise and the substantial risks involved. Who is he? Paul Tudor Jones is no ordinary trader, but a man who Profiting enormously from the 1987 US stock market crash (Black Monday) when investors around the world were "
May 29, 20254 min read


Dollar-Cost Averaging or Lump Sum: Comparing the Trade-Offs
Understand first: Dollar-cost averaging means investing a fixed amount at regular intervals—for example, an illustrative USD 150 each month. This USD example is independent of the Thai-language amounts and is not an exchange-rate conversion. Lump-sum investing means deploying an available amount at once—for example, an illustrative USD 3,000. Advantages - disadvantages of each strategy. Strategy Advantages Disadvantages DCA - Reduce risk from market timing (Market Timing) - S
May 27, 20252 min read


Position Sizing: Calculating Lot Size and Risk per Trade
What is Position Size? Why is it important for professional traders? One of the keys to survival in the Forex market is not finding the most accurate trade entry signals... But it is risk management — And the heart of risk management is calculating the appropriate Position Size. What is Position Size? Position Size is the number of “lots” you open a market order for. which has a direct effect on Size of profit/loss per price movement Risk to the portfolio on each trade. Simpl
May 27, 20252 min read


US Tariffs and Thailand's Export Industry: May 2025 Analysis
The United States has announced a 36% tariff increase on imported goods from Thailand, which has had a significant impact on the Thai industrial sector, especially in products that rely on the US market. Essentially, increasing this tax may reduce the value of industrial product exports by approximately 200 billion baht and cause the GDP growth rate of the industrial sector to decrease by 1.02%. Details of tax measures Tax Rate: U.S. Has raised import tariffs on products from
May 27, 20252 min read


EU Tariff Delay and Equity Markets: May 2025 Analysis
On May 25, 2025, President Donald Trump announced the postponement of 50% tariffs on imports from the European Union (EU) from June 1 to July 9, 2025. This decision came after positive discussions with European Commission President Ursula von der Leyen, who asked for more time to pursue serious trade negotiations. Details of tax deferral Negotiations: Trump says he received a call from von der Leyen asking for a postponement of the tariff deadline to allow more time for negot
May 27, 20252 min read


Gold and Currency Positioning: Week of 26 May 2025
1. COT (Commitments of Traders) Report – Gold Futures Information as of May 20, 2025 (Published May 23) Investor Type Long (Contract) Short (Contract) Changes from last week. Non-Commercial (Fund) 238,062 74,081 Long -129, Short -2,901 Commercial (Hedgers) 90,256 287,904 Long +1,844, Short +8,285 Spreads 65,629 65,629 +2,960 included 393,947 427,614 Open Interest +7,158 Summary: Institutional Investors (Non-Commercial) slightly reduced long positions and decreased short posit
May 27, 20253 min read


Major Economies Compared: May 2025 Indicators
Comparative table of important economic figures Groups of countries that have the most recent impact on the world economy (May 2025) Country GDP (%YoY) CPI (%YoY) Interest rate (%) Unemployment rate (%) Trade Balance (Billions USD) Manufacturing PMI Consumer Confidence Summary of economic trends 🇺🇸 United States -0.3 2.3 4.25–4.50 4.2 -131.4 52.3 86.0 The economy is slowing, the labor market is stable. 🇪🇺 European Union 0.5 2.7 3.75 6.5 -25.0 49.8 90.0 Slow recovery, infl
May 26, 20252 min read


China's Economy: May 2025 Data and Outlook
Summary of the latest Chinese economic figures (data as of May 2025) Economic indicators Latest information Trends and Impacts GDP (Q1/2025) grew by 5.4%. Growth exceeds forecasts. This is due to strong exports, however, the sustainability of this growth remains uncertain. due to trade tensions with the United States and problems in the real estate sector Inflation rate (CPI) decreased by 0.1% compared to the previous year. The fall in inflation reflects weak domestic demand.
May 26, 20252 min read


Thailand's Economy: May 2025 Data and Outlook
Thailand's Economy: May 2025 Data and Outlook Economic indicators Latest information Trends and Impacts GDP (Q1/2025) grew by 3.1%. Growth slowed from the previous quarter. It reflects a recovery that is not yet complete. especially from weak private consumption and investment. Inflation rate (CPI) -0.22% (April 2025) Inflation is negative for the first time in 13 months, reflecting weak domestic demand. Even though the Ministry of Commerce confirms that Thailand has not yet
May 26, 20252 min read


Economic Indicators: What They Mean for Markets
The following is a list of important Economic Indicators that directly or indirectly affect: The economy of the country itself The currency of that country. Gold price World Economy I have fully categorized and described the effects. With links to each side of the relationship: 🟩 1. GDP (Gross Domestic Product) is: Total value of goods and services produced in a country over a period of time affecting: national economy, currency, world economy. Details: GDP growth = a sign o
May 26, 20253 min read


Peter Lynch: Understanding the Business Before Investing
Peter Lynch was born in 1944 in Newton, Massachusetts, USA. He started out as a kid carrying golf clubs for investors. Before seriously stepping into the financial world after graduating with an MBA from the Wharton School, University of Pennsylvania, and working for Fidelity Investments in 1969. Legendary Works: Peter Lynch became a legend in the investment world by managing the Magellan Fund between 1977 and 1990, which generated an average annual return of as high as 29.2%
May 23, 20253 min read


Forex Leverage: Margin, Exposure and Loss Risk
In the world of Forex trading, “Leverage” or “Leverage” is an exciting and powerful tool. Because it gives traders the opportunity to control large investments. with just a little capital But at the same time, leverage is comparable to A double-edged sword that can bring handsome returns. Or destroy your investment portfolio in the blink of an eye. What is Leverage? Leverage is borrowing money from a broker to open orders that are larger than your own capital. For example, us
May 22, 20253 min read


Gold Price Drivers: 22 May 2025
Today's gold price continues to be supported by many factors that affect demand for safe assets like gold. Especially the global economic and financial uncertainties that are occurring. Gold price hits $3,336 per ounce. The world gold price rose to $3,336.43 per ounce, the highest level in two weeks. This is because investors turn to holding more gold. Amid concerns about US public debt that is continuously increasing and the auction of 20-year government bonds with lower dem
May 22, 20251 min read


Federal Reserve Holds Rates at 4.25%–4.50%: May 2025
At its May 6–7, 2025 meeting, the Federal Reserve Monetary Policy Committee (FOMC) voted to maintain short-term interest rates at 4.25%–4.50%, marking the third consecutive time interest rates were maintained. Since December 2024 federalreserve.gov [Link 1] The main reason the Fed chose to "maintain interest rates" Fed Chair Jerome Powell said increased uncertainty surrounding U.S. government trade policy Especially the increase in import taxes. As a result, the Fed must exer
May 22, 20251 min read


US–China Tariff Negotiations: May 2025 Review
During May 2025, tariff negotiations between the United States and China remain unclear. Both sides sent conflicting signals. This has resulted in concerns over the stability of the global economy and the international trade sector. Reuters [Link 1] Temporary 90-Day Tax Cut: Progress or Just a Pause? On May 12, 2025, the United States and China agreed to reduce tariffs on their imports for 90 days, with the United States reducing tariffs from 145% to 30% and China reducing ta
May 22, 20251 min read


Thailand's THB 157 Billion Stimulus Plan: May 2025
On May 20, 2025, the Cabinet (Cabinet) resolved to approve an adjustment of the budget spending plan of 157,000 million baht to deal with the impact of the tax policy of the United States. By shifting from giving out digital wallets to investing in more urgent and necessary projects, The Momentum. [Link 1] Adjust the spending plan: from handing out money to investing in infrastructure Originally, this budget of 157,000 million baht was allocated for the digital wallet distrib
May 22, 20251 min read


Eurozone Business Activity Contracts: May 2025
In May 2025, the Eurozone economy faced an unexpected contraction in business activity. The combined Purchasing Managers' Index (PMI) compiled by S&P Global and Hamburg Commercial Bank (HCOB) fell to 49.5 from 50.4 in April. This is below the 50 level that indicates economic expansion. Reuters [Link 1] The service sector has suffered a severe recession. The contraction was mainly pressured by the services sector, with the Services PMI falling to 48.9, the lowest level since J
May 22, 20251 min read
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