Thailand's central bank and securities regulator have launched a joint investigation into high-value Tether (USDT) transactions to uncover attempts to hide ownership or bypass remittance rules. New regulations require proof of source for cash deposits over 5 million baht (~$140K), aiming to clamp down on a grey economy involving stablecoins and gold withdrawals. This follows findings that nearly 40% of USDT sellers on Thai platforms are foreign nationals, raising concerns about market integrity. Enforcement will intensify in Q4 2026, likely reducing trading volumes and increasing compliance burdens for legitimate traders.
Valmont Industries (VMI) is rated a soft 'buy' due to strong infrastructure growth balancing out agricultural sector challenges. Its Infrastructure segment saw 14.1% revenue growth in Q1 FY2026, driven by North American utility demand and data center...
Credit default swap (CDS) spreads are increasing for major tech companies including Oracle, Meta, Amazon, Microsoft, Alphabet, Nvidia, AMD, Intel, and Broadcom, reaching multi-month highs. This widening indicates growing caution in credit markets, co...
BridgeBio Pharma remains a strong buy due to regulatory approvals for its drug acoramidis and positive clinical data for infigratinib in achondroplasia. The company expects $180.6 million in U.S. net product revenue by Q1 2026 and targets a $2.9 bill...
Thailand's central bank will require customers depositing 5 million baht or more in cash to document the source starting in Q4 2026, extending existing withdrawal checks that reduced high-value cash activity by 35%. The move aims to curb hidden capit...
Investor Brad Thomas reviews his worst REIT investments—ARCP, MPW, SAFE, and IIPR—to highlight critical lessons learned. He stresses that broken trust and poor management can destroy value despite attractive yields, as seen with ARCP. The risks of ch...
