Wednesday, June 20, 2018

Investing: Russia Is Cheap

Russia is hated, the markets are down. Russia have very little debt, huge natural resources and they're opening up more and more. So, I would suspect in a few years we'll look back and say, "Oh remember when Russia was so cheap? Why didn't we buy it?"

Investing: South Korea and North Korea

It is still illegal (to invest in North Korea). I would rather be poor and out of jail than rich and in jail. As soon as it is legal I will start making progress. Well, I will probably have to invest in South Korean stocks first. I  own Korean Airlines because for instance, there will be a lot more travel when it becomes legal and open. At the moment there is no stock market in North Korea. 

They need everything. They need electricity, they need soap, they need table cloths. If you have any kind of expertise you can make a fortune in North Korea. They are where China was in 1981.

Markets: Trade War, Small Caps
Trump Is Right About Trade

Tuesday, June 12, 2018

Market Update: June 12

Russian Stock Market

I would suspect in a few years we'll look back and say "Oh, remember when the russian stock market was so cheap, why didn't we buy it?" 

Trade Wars

No one has ever won a trade war. Trade wars always end badly and Mr. Trump and the people around him seem to be very keen on trade wars.

Mr. Trump has talked about them for years. Or he doesn't know history which is possible or he thinks he's smarter than history which is probable. He thinks that he can win a trade war no matter what and therefore he's willing to try and it's getting worse and worse.

Sectors: Agriculture

Agriculture is very depressed right now it's not working at the moment but agriculture is certainly a good place to for me to put money.

Stock Market: The Next Bear Market

In 2008 we had a big problem because of too much debt. Since 2008 the debt everywhere has skyrocketed. Many people have talked about austerity but nobody has done any austerity.

The debt everywhere it's much, much higher than it was then. The America's central bank balance sheet alone has gone up 500 percent in those eight or ten years.

Further reading:

Trump Is Right About Trade 
Markets: This Is What Everybody Is Missing
Bitcoin: Is It a Currency?

Monday, June 11, 2018

Markets: Trump & Trade Wars

No one has ever won a trade war. They always end badly and Mr. Trump and the people around him seem to be very keen on trade wars.

Mr. Trump has talked about them for years. Or he doesn't know history which is possible or he thinks he's smarter than history which is probable. He thinks that he can win a trade war no matter what and therefore he's willing to try and it's getting worse and worse.

Russian Stock Market

I would suspect in a few years we'll look back and say "Oh, remember when the russian stock market was so cheap, why didn't we buy it?" 

Related trading instruments: Market Vector Russia ETF Trust (RSX)

Markets: Agriculture Is Very Depressed

Agriculture is very depressed right now it's not working at the moment but agriculture is certainly a good place to for me to put money.

The Next Bear Market

In 2008 we had a big problem because of too much debt. Since 2008 the debt everywhere has skyrocketed. Many people have talked about austerity but nobody has done any austerity.

The debt everywhere it's much, much higher than it was then. The America's central bank balance sheet alone has gone up 500 percent in those eight or ten years.