Random Thoughts: Total Brain Dump

It’s been months since my last Random Thoughts, I’ve found a bunch I saved on evernote…so sit back, grab a patongo and enjoy.

Models – poorly borrowed from Dilbert’s creator, Scott Adams, and modified slightly.

• It is amusing that the world thinks models of anything are science….prediction models are just for persuasion.
• My financial model can persuade you that JKN is worth THB 10/share (but see below)
• My weather model can convince you that the world is going to boil over. (note they changed the measurement style)
• Anyone that has built financial models know that we can just change one decimal point, one input and achieve the desired target we want.
• See the bullshit?
• Have models done a decent job at predicting a range? No, they’re for persuasion.

Thailand – international bonds issuance?