The great IMF sell signal

Oriental Hotel,
Bangkok, Thailand

I am putting on the hot and green curry, which is a speciality dish here and resembles a mangrove swamp but comes on very nicely, at that, when a notion lights up in my head like a bulb, a whole new law of markets: always go short of a country that stages an IMF meeting.

I mean, when I am last in Bangkok it is six years ago and they put on a truly great meeting, everyone who survives it enjoys it, the joint is jumping and the economy is tigerish, we all want a piece, but just look at it now, up the swamp without a mangrove, money owing everywhere, your boy in here on a salvage job and the IMF trudging back to mop up.