December 15, 2015

The Fundamentals In Agriculture Are Getting Better And Better

The fundamentals in Agriculture are getting better and better. Every day that goes by we have fewer and fewer farmers and more and more people. (PowerShares DB Agriculture Fund (DBA), iPath Bloomberg Cotton Subindex Total Return SM Index ETN (BAL))

December 08, 2015

Where To Invest: Chinese Agriculture

Beijing pointed out that since Deng Xiaoping changed things around the people in the cities have done extremely well but the people in the countryside have not done so well in that period. Well, they are changing that now. They are going to do everything they can to encourage farming, to encourage the people in the countryside.

December 04, 2015

Crude Oil May Rally Substantially

The world is not going to stop using energy, the world is not going to stop using crude oil (United States Oil Fund LP (ETF)(USO)) and natural gas (United States Natural Gas Fund, LP (UNG)) any time soon.  So, I would suspect that you are going to see a very substantial rally. And that rally may  go on for many months, or even a few years before it stops.

December 01, 2015

Emerging Markets: Iran, Africa & Kazakhstan

Countries where you could look at now for investing are Iran, a few African countries or Kazakhstan. All there are not very big markets, but they are now starting to open up to foreign investors and changing.

November 30, 2015

Emerging Markets: North Korea

North Korea is where China was in 1980. It is very, very exciting what is happening now in North Korea.

Related: iShares MSCI Emerging Markets Indx (ETF)(NYSEARCA:EEM)

November 26, 2015

The Next Economic Slowdown Will Be A Disaster

We have not had an economic slowdown for over 6 years in the world, we are overdue. As you know, every 4 to 7 years we have them, no matter what. It is coming, wether it is next year or in 2017. I do not know, but I know it is coming. And the next time it comes it is going to be a disaster because the debt is so much higher.

Economics Is Pretty Simple

Economics is pretty simple. If you spend money you do not have you either pay it back or go bankrupt and suffer the consequences.