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Isaan sailor

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    Isaan & Gulf of Thailand

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  1. Isaan sailor
    Here’s a novel idea for dealing with a 36% tariff: devalue the Baht 36%. Devaluation—isn’t that kinda like what Vietnam has done?
  2. Isaan sailor
    Higher prices do flow down to the farmers. My Thai wife has rice farms and I see the receipts from the distributors every November after harvest. It’s all about the price for rice that day.
  3. Isaan sailor
    On the other hand, if the Thai government does nothing, thai rice will cost 36% more in America, and add the high Baht—forget about that export.
  4. Isaan sailor
    Vietnam reduced their tariffs. Why didn’t Thailand?
  5. Isaan sailor
    Well, on the downside, Americans could pay 36% more for Thai wine. The upside—good California wine for less than TB1000 per bottle. I’d call that a win.
  6. Isaan sailor
    I disagree. We have Uncle Ben’s, And yes, they grow rice in America.
  7. Isaan sailor
    Well, most rice farmers in Thailand aren’t exactly rich—so a higher rice price would be a good thing.
  8. Isaan sailor
    Too bad Thailand accepted Russia’s invitation to join BRICS.
  9. Isaan sailor
    Sad. Baht rising/Dollar weakening/SET losing. Hard times coming.
  10. Isaan sailor
    Time to throw in the towel with tariffs, and go with a straight 10% across the globe. Then negotiate at length with no time limits. Maybe then the Dollar will come off its multi-year low.
  11. Isaan sailor
    Kinda hard for the SET to rise—when the Baht also rises. Does Vietnam have a stock market?
  12. Isaan sailor
    Perhaps the sinking Dong (and rising USD) will give Bank of Thailand a wake up call. Tourists, Industry and even expats will choose Vietnam over Thailand. Sure, the USD is low here due to the uncertain tariff situation. But it sure looks like party time in Vietnam now.
  13. Isaan sailor
    The Japanese use water cannons with indelible ink to mark the violent protestors. Seems to work.
  14. Isaan sailor
    The strong Baht gives me pause. No big projects or purchases now. Will ride it out till this tariff nonsense ends. After that, if the Baht rises further—BoT should devalue the Baht. And if they don’t—well, there’s always Vietnam and the hope they introduce a better visa program.
  15. Isaan sailor
    We have spikes on our roof in the obvious areas, but the birds just find another roof perch. Can’t spike the entire roof. Need a crack slingshotter…

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