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Isaan sailor

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Everything posted by Isaan sailor

  1. 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. 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. 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. Vietnam reduced their tariffs. Why didn’t Thailand?
  5. 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. I disagree. We have Uncle Ben’s, And yes, they grow rice in America.
  7. Well, most rice farmers in Thailand aren’t exactly rich—so a higher rice price would be a good thing.
  8. Too bad Thailand accepted Russia’s invitation to join BRICS.
  9. Sad. Baht rising/Dollar weakening/SET losing. Hard times coming.
  10. 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. Kinda hard for the SET to rise—when the Baht also rises. Does Vietnam have a stock market?
  12. 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. The Japanese use water cannons with indelible ink to mark the violent protestors. Seems to work.
  14. 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. 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…
  16. As long as it costs less to live here than where I came from, I’m satisfied. But if that ever changes—goodbye LoS.
  17. Agreed. Cheap USD helps American exports and hurts American expats (unless they live in Vietnam).
  18. All the snack bars rioters.
  19. One more thing: • Very low property taxes
  20. • Low crime rate. • Inexpensive dining out • Inexpensive hotel rooms • Good roads • My Isaan wife
  21. Rice is the preferred crop—lower maintenance, and not easy to steal, like higher value vegetables and fruits. Tough for Thai farmers competing with India on the world market. Government should hype the superior quality of the Hom Mali variety grown in Isaan.
  22. Not sure about canning, I know we can freeze them. My wife purées then, then boils then down, dries, then rolls them. They keep in the fridge a very long time.
  23. Mango pie with whipped cream. Too many mangoes in the yard…
  24. DXY at multi month low—99.103. If USA loses its world reserve currency—look out below. Currency traders don’t like tariff uncertainty
  25. The higher the Baht goes—the less we spend in Thailand.
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