SE

ImmodestPolitician

That used to be the case but now the cheap labor jobs are done in other SE Asian countries ( Vietnam ) China beats us because of automation, scale, and supply chain clustering, and industrial policy and energy/capital subsidies. US longshoreman unions refuse to allow automation because they want their fat paychecks and they also refuse to work more than 16 hour days. So they are 2/3 as efficient at best as the rest of the world. This hurts US consumer pocket books and was a major cause for the inflation in 2022, and 2023. There were 20+ cargo ships waiting to be unloaded in every port.

TachyAndTired

I was in the growth stocks back in 2021. I thought I was buying solid companies liek SE, SHOP that all ran up 1000%. Turns out, even solid companies can go down 80%+

verified-trader

**BanBet Won** — /u/PM_ME_M00SE_KNUCKLE (3W - 1L, 75%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▼ | $824.10 → $774.65 | -6.0% | 1h 50m | Won |

verified-trader

**BanBet Won** — /u/PM_ME_M00SE_KNUCKLE (2W - 1L, 67%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MU** ▼ | $887.99 → $820.00 | -7.7% | 23h 30m | Won |

dusting53

I have watched Casey's stock go to the moon for 20+ years. They are well positioned in late stage capitalism within rural america. One of 2 food options in my small hometown, on a very busy highway. This is their core business model. They know who the are, and until very recently to me, been wise on the markets in which the enter. Don't really get the recent TX/SE expansion, but maybe it'll work.

illithiel

After the SE never again.

kanduking

Even if you count his 2008 bet, this guy hasn't beaten the index over a 25 year period. Total fraud, should be sitting at a go go bar in SE Asia somewhere with a ladyboy.

schkoder

Sound similar to how Porsche SE owns Volkswagen Group which owns Porsche brand, among many others.

malignantz

$1.2M $VT and do whatever you want with the rest, but try not to go Wendy's broke in the next 10 years. By 2036, you'll have your fortress of fucking solitude. Go to SE Asia and live a life the lords and royals of old couldn't possibly dream of with no chance of ever running out of money. Or be a reasonable adult, get/keep a job and take off after like 5-7 years. Having 1.5M vs 3M means only a small drop in happiness. Zero vs 1.5M is a massive drop in happiness. The asymmetric risk profile makes it an unattractive bet. Exit the casino. You're fkn done

tryafirsttimer

So the point where we produce more oil than we consume escapes this whole post. It means nothing. We are just using the reserves to support global pricing. The real countries that have to worry are china, india, EU, SE Asia. We’re swimming in oil and LNG and printing money. We can easily keep our oil and be happy.

Luka77GOATic

Apple has and always will be a larger part of my portfolio than it realistically should be. It’s a company who seems to time and time again make the right choice. Not to say they don’t have bumps in the road like the car project and the Vision Pro. But those were always side projects supported by a ever growing core group of products. Tim Cook targeting the budget sector with the Neo and the SE iPhone and Watch is great for building brand loyalty in lower income customers or consumers who don’t care for all the bells and whistles of the top tier product.

Alexander-Evans

That's insulting to mangos. Mangos are good. Maybe not the ones we get here in the US, but the ones in SE Asia are amazing.

SnooDoggos5226

I’m working on buying an 1100 sq ft 3/2 in SE FL for $465k. That is far from a mansion.

Altair82

in SE Asia that's just another day

ChipWong82

Check out this Space Shill https://youtu.be/SE5XyI1sVQc?is=LdFbWUxK2YHAxLCZ

ratbaby86

1. https://preview.redd.it/4vht37ehq7dh1.png?width=789&format=png&auto=webp&s=6eeb183be98e515ebd57e73d7ff11b2b0e12fa64 2. well then they're dumb dumbs. everyone knows SE Asia and Africa will see the first crises--oil, then debt crisis to be saved by chinese money; then comes europe and then the US. depending where you are, you're seeing different impacts but pretending this up/down/up/down strait closed/open/closed isn't going to ultimately damage the global economy for years is just straight cope.

Altair82

I live in SE Asia. My family is dead asleep when I trade. Good luck.

Dapper_Grapefruit975

Still not too late to full port your life savings into SE

Working-Guard-7848

* From your list, these are the ones i like... and of these, so far, i'm only holding small positions in SAP and PATH (but I want a small position in all 4 of these) * Kratos (KTOS) -60% - yes, war machine, drones baby * Aerovironment (AVAV) -60% - more drones, cheaper drones * UIPATH Inc (PATH) -27% - profitable robotics for industry * SAP SE (SAP) -36% - yes, still the most widely used/imbedded ontology in use by fortune 500 companies. Adding AI enhancements that actually work and add value.

fuggerdug

The strait being closed is causing genuine hardship for ordinary people in places like SE Asia. Paying a fucking shit orange mob boss for "protection" isn't going to help that. People are dying because of this fucking imbecile child rapist and his idiot war.

Sick0h

Damn. Grahams lady boy payments was holding that whole SE Asia trade up huh?

Disastrous_Camp6869

My best friend died at 47. Stage 4 cancer. Changed my outlook. You’re not guaranteed 60 or that you can do things you can do now. Surfing in Central America or SE Asia is CHEAP. Met a couple mid 80’s expats in Thailand that retired there with their wives. Said their only regret was not doing it 15 years sooner.

verified-trader

**BanBet Lost** — /u/PM_ME_M00SE_KNUCKLE (1W - 1L, 50%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **SPY** ▼ | $744.45 → $738.00 | -0.9% | 1d | Lost |

embraacethesuck

Well, we still have to look strong. There may be deals under the table, but if the US doesnt look strong vs china we lose strategic arms deals and partnerships with allies in SE Asia, think Philippines and Vietnam etc

Sick0h

Ok Bill Gates, I need you to turn your attention from Africa to SE Asia. They are having an unprecedented AIDS outbreak it would seem.

QuadzillaStrider

I'm in SE TN. They can get _fucked_ with charging that much for that little. The Chipotle in my town used to be packed basically any time you went. Now there may be one or two people in the dining room _during weekday lunch hours_. All within the last ~2years.

verified-trader

**BanBet Won** — /u/PM_ME_M00SE_KNUCKLE (1W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **SPY** ▼ | $747.76 → $741.00 | -0.9% | 12h 38m | Won |

No_Dig9027

Need SE to explode

Bksudbjdua

I binge new seasons of things often.. I spend 1 day watching SE1 of a show, and then 1-2years later SE2 comes out. By that time I've watched loads more shows. Netflix by choice has a specific colour grading they have in their TV shows, so it can be hard to remember the characters and the scenes, as I feel that they blend into each other (although once I get watching again I usually start to remember). Or you binged SE1 but because the show isn't super high quality, you end up hating episodes 6-8 but keep going because there's nothing else on/you're invested now, so when SE2 comes out, you just remember the feeling of trying to get through it no matter what.

Jeremyx2

iPhone SE 2. Still gets security updates. Can’t stomach $1200 for something that rots my brain

Wise-Hippo6088

Funny enough. In SE metro Detroit. Wendy's is the best option along telegraph, been eating it alot lately

BigFatHedgehog

LPKF Laser & Electronics SE More or less every semiconductor will bring their business to lpkf, if they manage to scale their LIDE technology as they plan. Copy paste more or less from their website: LIDE Technology: LIDE is a two-step process combining ultrafast laser modification and selective wet etching. It allows the creation of defect-free Through Glass Vias (TGVs). The Semiconductor Catalyst: The industry is shifting from traditional organic core substrates to glass core substrates in advanced chip packaging because glass provides superior thermal management, dimensional stability, and electrical performance. Market Outlook: LPKF has integrated its LIDE technology into its NEXAR equipment lineup. The industry is building partner networks for mass production, with analysts and the company targeting the 2027–2028 timeframe for full-scale commercialization and high-volume manufacturing. I am expecting rerates coming in August at the latest and a fly towards 100 €/share.

mardigrasmoker

Idk man, I saw a pic the other day of 🥭 practically throwing him out the door with a work laptop so he can fulfill his obligations from SE Asia.

emoson2121


Bravadette

Yes. Thats exactly what im saying. Its cheaper to buy land and live on a boat. Not talking boat cities like in SE Asia and the like. Im talking about like green spaces. Like you have a lawn, garden, everything but your house. And as someone mentioned above, the "buildable land" really is an issue. Even worse cus building a house there is more expensive than other locations.

triezPugHater

It's scary how the US gaps the fuck out of Europe and even Asia to an extent, even when the last few yrs we've been cutting our arms and legs off slowly, you guys just use a shotgun while we use a knife I guess I'm more bullish on SE Asia and emerging countries though than any of the western world atp

be_o3

Which is nicer  https://static.nike.com/a/images/t_web_pdp_936_v2/f_auto,u_9ddf04c7-2a9a-4d76-add1-d15af8f0263d,c_scale,fl_relative,w_1.0,h_1.0,fl_layer_apply/705e6b19-e6ca-423a-8583-248e32daa004/W+NIKE+AIR+MAX+MOTO+2K+SE.png https://static.nike.com/a/images/t_web_pdp_936_v2/f_auto,u_9ddf04c7-2a9a-4d76-add1-d15af8f0263d,c_scale,fl_relative,w_1.0,h_1.0,fl_layer_apply/b6d13647-65b5-41ea-8b47-bb72022d9906/W+NIKE+AIR+MAX+MOTO+2K.png

Kevnitz

I think major caterers like aramak , sodexo, Compass Group will face a major problem against the new cooking-robotics structures… German companies like Goodbytz or [Circus SE](https://www.reddit.com/r/ValueInvesting/s/SCqx3VbZRO) are on a very strong path here.

Onnimation

If you wanna know how expensive and crazy the rent is in Cali (Los Angeles), just a room with shared bathroom (3 rooms shared) runs you $2500-$3000/month. I'm staying in one 😂 2 million buys you a middle class home, there's really nothing under 1 million these days. So yea if you make money, leave the US and go to SE.Asia or South America to enjoy your gains

OpeDefinitely

Just ordered an Apple Watch w/ cell that I am going to use standalone, but of course I also had to order a fucking refurbished $100 iPhone SE 3rd gen to set it up bc Apple. calls

Altair82

get an online gig and move to SE Asia you'll meet your soulmate three times a day everyday

enc-nyc

Iran confirms they use Win 98SE for their nukes OS. MSFT +30%

Fun_Substance_1588

Literally my dream. I'd take that 5k a month, move to SE Asia to slow travel, set my budget at 2.5k. Reinvest the rest to diversity and live more less like a frugal king.

Relevant-Goal-3008

SE filings from them:  Filing #1: The Insider Exit Queue The first filing registers 187 million shares for early backers, PIPE investors, and consultants to sell. Think about it: Instead of paying consultants and service providers in cash,  $SRXH  / $EMJX is paying them in stock. Those people don't want to hold the stock; they want their money. This filing gives them the legal green light to dump those 187 million shares of  $SRXH  / $EMJX directly onto the public to cash out. Filing #2: The Infinite Money Printer The second filing is the real killer. It registers 2.5 BILLION shares for a single funding partner: Keystone Capital Partners. This is called an Equity Line of Credit (ELOC).  Every time the  $SRXH  / $EMJX needs cash to keep the lights on or fund Eric Jackson's trading account, they don't go to a normal bank. Instead, they print millions of new shares and hand them to Keystone. Keystone then immediately sells those shares to retail Investors.

SamQuentin

Fascinated...I already have small positions in SE and SCGR. I will check out the other names

Disastrous_Camp6869

If you’ve got nearly 200k left, just moved to SE Asia. There you can afford a lot of Ramen bitches.

No_External7343

SE Asia indexes are dominated by a handful of semiconductor companies at the moment.

TheLordOfStuff_

SE is going crazy lately and I think Asia emerging markets will become big in the coming years. Might take 10-20 years but still.

defiantnoodle

I have done better with SE Asia and Japan

throwaway9gk0k4k569

I am calling it the Software Psych. There's a lot of interesting behavior in the numbers this week. Notably, CSU was up Friday. Major outlier. Roper? Ignored. A lot of payments seem to have hit a shelf (NU, SE, MELI, TOST), but I won't touch them because consumers are fucked. CHYM and SOFI are interesting here. Some Cybersec dogs have been ignored, but I think will see major recovery this next year or two, especially ZS, which just had that horrible earnings, but should recover. Checkpoint is a buy for me, and Rapid7 is risky but I know them well enough to think they will recover. There will some consolidation in this sector in the coming years, so be wary.

Bot_btc_at300

Your read is probably right. The Broadcom earnings story was the surface narrative but this is the deeper rot underneath it. When Kraft, McDonald’s, and Whirlpool all use the same language in the same week, that’s not coincidence — that’s a synchronized signal from three completely different consumer sectors all saying the same thing: the American consumer is tapped out. Kraft is staples, McDonald’s is the cheapest restaurant option that exists, Whirlpool is big-ticket household. When McDonald’s is struggling, you’re not in a soft landing anymore. The Iran war connection is the part your system should flag. Whirlpool explicitly naming the Iran war as a sentiment killer ties directly back to your geopolitical thesis. Elevated oil prices from the ongoing conflict are functioning like a hidden tax on every American household — they’re spending more on gas and energy, leaving less for everything else. That’s deflationary for consumer discretionary and inflationary for energy simultaneously. What this means for your portfolio specifically: BYND and ADM are exposed here. If consumers are cutting spending, alt-protein premium products get cut first. BYND was already on life support thesis-wise. This doesn’t kill ADM but it’s worth noting. Your water, defense, and AI positions are largely insulated from consumer spending cycles. GRAB and SE are Southeast Asian consumers, not American — different dynamic entirely. The Iran thesis just got stronger. Consumer pain from elevated oil = NE and CIBR continue to benefit.

Helpful-Staff9562

I work in a country where buying s home is not possible (an 80m2 would be like 2m+) + i plan on leaving this country in a couple years to go to a cheaper one (souther europe, im from there) + i have a rmeote job and like moving around and where i go (latam and SE asia rents are extremely low so renting is always better) + i have another house in southern europe but wiI'll just keep it and sell it maybe in a decade or more. So not planning g to get a property u til I at least settle in a place for good. Btw schd is not growth/momentum its dividends focused. As for thematic, I like to stay as broad as I can so was considering qqqm (all sectors but financials though usa only) or ixn (just tech but global).

tonufan

Thailand is lovely too. I have family there. A bit more westernized than most of the other SE Asian countries.

idkAboutYouMan

For real. Enterprise sales in the SE. NOW is booming

TreGet234

A lot of that is south korea and taiwan to be fair. But latam, SE asia are also up big.

coloradoRay

I think both these points are true. I think other parties are increasing production and export. I think a good chunk is making it out through pipelines and through other means. AND...I think part of the reduction in imports in China and the rest of East/SE Asia is demand destruction; some of which is pent up destruction from renewables that just needed a catalyst.

Grow_away_420

Demand is declining through consumer sentiment worldwide and state actions in SE Asia, and countries are going through reserves faster than ever before. In addition, futures are based on future sentiment. If buyers even have the hope of things going down, it will temper prices. And Trump can say there's a peace deal right around the corner every single day, and eventually it'll be the day he's right. Or not, but they have to plan for that.

pineapplekiwipen

interesting, i was looking at the region because i was thinking about SE but might look into this one too

Crisis_of_Conformity

Schneider Electric is the better OEM, and has more footprint in data center one lines with transfer switches, UPS, switch gear, cooling, transformers, power distribution, and controls software. Their recent motivair acquisition is further step toward a larger portfolio in the cooling segment. That being said, SE, VRT and ETN should all continue to do well during the Datacenter build out mania we’re seeing.

Vivid-Skin4451

There are of course a lot of ways to play these sectors but below are some of the ones I own/like. SHOP, MELI and SE for e commerce. AMD, Nvidia, AVGO for semis.  SNOW, DDOG, MDB and NOW for software. OXY and CVX for oil. 

dgellow

If you're looking for Europe, SAP is the obvious play, but you have a few others in a sort of similar situation: Wolters Kluwer NV is a dutch company that makes software for a bunch of markets and is pretty sticky (health, everything corporate, finance, tax, accounting, legal, regulatory, and a lot more). RELX plc is a British company that does enterprise software, analytics tools, services. They are in so many markets (scientific, technical, medical, risk management, legal). The stock is at ~50% of its high from last year. ATOSS Software SE is a German company that provides enterprise software for workforce management, and is another sticky software suite. Used by large corporations and government offices. Trading at half from last year high. They are all the type of enterprise SaaS that is hated but sticky and basically handle all the internal processes in large corporations.

Murky_Raspberry8073

Im up 30% on NOW since putting over $40,000 into it a week ago Will probably trim some META shares and add more. Also will add to SE since it looks dirt cheap.

Unique_Chip_1422

This is a super easy investment that wall street keeps getting wrong. All the stuff that OP is saying is mostly true but I would add/change TikTok has not caught up in major markets but Shopee's total % of market share has been ceding to major competitors. That being said, SEA is still majorly under penetrated (13% on average in SEA) in e-commerce so even despite losing minor points of market share, it's of a larger and ever growing pie, so GMV and revenue continue to climb despite this competition.  They continue to invest in their moat to for e-commerce and have a massive lead in digital banking in a massively under banked region of the world.  They DO NOT have to maintain 50% market share in all their markets to win. They just need to continue blocking and tackling and this company will be massive one day when the market realizes the revenue, earnings and cash flow growth are undeniable and inexorable. GDP is also elevated in all their markets relative to developed economies so they have a multi-decade long runway and proprietary lead in logistics and tech. It's kind of insane how the market is being so short sighted. I've made a sizable bet on SE and am not selling a share until $500B.  The market turns from a voting machine in the short term to a weighing machine in the long term. It's only a matter of time. 

ReasonEcstatic7417

You mean Siemens, right? I think OP means Siemens Energy, that is another traded company in the stock exchange. SE also builds turbines for nuclear plants.

Chevalerie-

It’s a small-cap stock listed on the Spotlight Stock Market SE (ticker: SHT). The reason it’s been climbing is cause their product was approved by and a first batch shipped to “the largest AI hardware player” - they didn’t reveal the name, but it would seem it can only be Nvidia. Their distributing partner is the German company Henkel.

Tall_Towel_3420

It's all fun and games until you squid out on a moped in SE Asia 🤣

Independent_Rent_315

> The concession is real — Jensen said it plainly. But the framing of "95% → 0%" misses two things: **1. The H200 detail in your title is key.** NVDA effectively pre-conceded H200 to China when export controls hit; almost zero H200 silicon was ever shipped to the mainland. The "loss" is mostly forfeited rather than actively taken — different from telecom losing customers to a cheaper alternative. **2. Ex-China TAM is where the math lives.** China was \~25% of NVDA's data center revenue at peak. Today it's effectively zero, and DC revenue still hit $75B last quarter (+92% YoY). That means ex-China demand more than compensated — sovereign AI deals (KSA, UAE), US hyperscaler capex, EU buildouts. The actual risk isn't "Huawei takes China" — that's priced. The risk is **Huawei + SMIC leaking into SE Asia / LatAm** where price-performance matters more than CUDA. That's a 2027-28 watch item, not a 2026 one. What gives me more pause than the concession itself is the framing: Jensen telling investors to "expect nothing" is the kind of public bottom-call that often precedes a quiet re-engagement attempt via an export-compliant chip. Worth watching.

namtab00

no brains for producing a dignified DD without AI, but me thinks SE might be a multibagger for you options-enriched retards...

_TheOoze_

I'm in Puerto Vallarta. Love it. Food is way better here, and people are overall much nicer. Peso exchange rate kinda sucks, but so do those long flights to SE Asia. monsoon season is shorter and way less violent here, too.

dummy_anthropologist

More than Mr SE Asian passport bro too I bet

Wild_Park_2210

Wait for sea limited(SE) to hit 82-84$, it always bounces back to 89-90$ made your 50k back easily and just repeat I’ve been doing this for a couple months and made pretty good money

DonkeyTron42

If you have a $20 bill you too can be a "Wealthy American" in SE Asia.

Kramerica_CEO

In medtech and seeing the same. Last couple of years all hiring was SE Asia and now pivoting more towards AI agents.

Tiny-Pomegranate7662

Many other SE Asian nations are as well, but haven't had nearly the same drawdown

imkorn13

That's what every SE sees right now, nice comment

NicknamesRforlosers

Fwiw, it’s up on a down day. I have a small stake, a long term play. 80B mkt cap. “Expensive PE” but Peg is sub 1. Growing quickly but gets punished each quarter from unexciting profit growth BUT that’s bc theyre investing a lot into growth. Not quite a monopoly but they seem to be fending off SE pretty well. Marketed as a Latin American AMZ: much to quibble about that I suppose, though I can’t help reminding myself re my skepticism about AMZ in the early days.

AluminiumCaffeine

MELI/NU/SE here seem so obvious I feel nervous loading heavier tbh, market is whining about margins whereas what I care about is topline growth exploding still... maybe I am being naive but I just want them eating market share still not optimizing for fcf/eps yet

Mental-At-ThirtyFive

The hurt is real. The people that are visibly hurt are the ones in South and SE Asia in countries that do not have LNG supplies. The supply disruption has already led to factory closures and unemployment. I don't know about people in Iran or UAE or whats on ground in Bahrain or Kuwait

Ok-Blood4340

This actually. Quality for sure. Maybe for speculation add a MELI or SE.

snowbunny_aficionado

SNRI’s hit right when the NE part is dominant over the SE. This isn’t medical advice. Just random thoughts from your neighborhood dopamine fiend

TranslatorRoyal1016

maybe he means MU/SK/SE sector earnings june/july

Salty-Bid1597

Honestly I think most Americans (and Europeans for that matter) think China is still the China from 1997. They haven't grasped that it's changed fundamentally and in many cases leapt past them. Nothing much has changed the West for 30 years. New phones and better internet mainly. China has *completely* reinvented itself. From backward impoverished basket case to advanced manufacturing and cultural powerhouse. It completely dominates SE asia in a way you can only appreciate if you go there. Trump in all respects thinks he's living in 1980 still - hence his obsession with Iran and Russia - and thinks he's off to sell shiny beads to the natives in China so has taken as many bead manufacturers as possible, not realise that all the beads in the world are already made in China and he has nothing they want.

AluminiumCaffeine

SE looks like it might close the gap on its earnings pop, will open a position if it does - I thought that Q was great

AluminiumCaffeine

SE looks like it might close the gap on its earnings pop, will open a position if it does - I thought that Q was great

miata_only

With the strait closed economic powerhouses such as Myanmar and Indonesia could run out of petroleum as soon as the end of the week. The market is pricing in the global impact a disruption to SE Asian economies could have. None.

Cardiff07

I made, and lost, so much playing SE a few years ago

Confident_Potato_714

Gonna be a great buy in a year. SE Asia is about to feel the pain this year.

Exotic-Narwhal-6686

Been watching SE for a while and this earnings beat was pretty wild. The whole TikTok narrative had everyone convinced Shopee was done for but they basically said nah we're good and posted those numbers Vietnam market is fire right now too - been seeing crazy growth there in property markets which usually follows the ecommerce trends. That 10% GDP target isn't just wishful thinking, infrastructure development is actually happening fast there The Garena integration thing is smart move. Getting those gaming kids to start shopping on same platform creates sticky users early. My younger brother games all time and once he starts buying stuff somewhere he never leaves Only concern is whether they can maintain the profitability while scaling. Easy to post good numbers for one quarter but sustaining it while TikTok keeps throwing money around will be the real test. Still think $150 is achievable but might take longer than people expect if competition heats up again

_TheOoze_

Fuckin' Indonesia, believe it or not. Real SE Asia whoremongers know.

VaIentineX

made a killing on SE yay!!!

VaIentineX

made a killing on SE

go0n_acTuaL

SE beat 🫡

Own_Arm_7641

SE is a no brainer 40% revenue growth on the quarter. Selling for less than 2x revenue.

Livueta_Zakalwe

Looking at the futures price of oil vs the current actual cost of a barrel in SE Asia reminds me of the housing crisis in 2007, or Covid in January 2020. Everyone is pretending this is no big deal. And it’s a very big deal when approximately 10% of the world’s oil supply (never mind urea, helium, etc) is taken off line. I’m guessing we’ll be in for a very rough ride, starting within the next 2-3 months. Not as bad in the US as say Australia, who imports 90% of its crude. But also supplies 30% of the world’s iron ore. Which they can’t get without diesel. We’re about to see an energy shock 4x worse than the 70s. Buckle up buttercup!

fairem1992

SE stock

sdanielsmith

Agreed. The only thing I can think of is that she's SE Asian? I know that sounds racist in itself, but I don't think Indians and Pakistanis eat that much fish, right? So it has to be Asian. It's just weird.

mbathrowaway241

Really? I didn’t think it was all that, and it’s changed so much since I went in 2017. IMO, too commercial, go somewhere else in SE Asia, Thailand is my favorite, but Malaysia is also a sleeper country

goodbodha

Forget about April. Look at May oil exports. Normal month we get 5 VLCCs taking 10 million barrels from the US. May we are scheduled for 23 VLCCs or 46 million barrels. That is going to have an impact. Then there is the issue of China and plastics. They have a big oil deficit. They have to close that gap or draw down reserves. Based upon public numbers they can run reserves down for around 200 days without making cuts to usage. I would bet they cut usage. They need to cut around 5 million barrels per day. I wouldn't be surprised if they can do a lot of that cutting by simply making less plastic which in turn means they are cutting product manufacturing with that plastic. Given the lead time involved that will probably impact imports to the US in a few months at the latest. Similar issues for all the SE Asia manufacturing economies but the rest of them don't have the oil reserves so it will run through much faster. Or to put it another way we are just getting started on supply issues. This will snake through the system and the full force of it is still some ways off. I would expect this catastrophe to impact at a high level in late Summer or the Fall. That's just in time for midterms so expect a massive amount of volatility. The Fed meanwhile will probably want to raise rates. However that won't change oil supply. What will happen is rates will spike or hold, recession happens and then cuts will resume to dig us out of that. That process may take a decade but it will at least take several years. During that time supply chains and global interwoven economies will be reset. The tragedy is that this will almost certainly make most people poorer in quality of life and goods. The $$ may be higher on your retirement account but that will get you far less.

BigWarning8696

It'll pump once gas prices in SE Asia come down. That might be a while though

Hairy_Check_4784

Okay I know you retards hate shit like this but I promise $SE is a great buy. Oversold, fundamentals are strong, buy and hodl. Actually not joking