The yields on the Russian government bonds are very high. An investor can get 10 percent in Ruble bonds and in my view the Russian Ruble has stabilized, so it’s a lot better than getting 2 percent in American government bonds.
Wednesday, June 21, 2017
Tuesday, June 20, 2017
Some stocks in the United States are turning into a bubble. The bubble is going to come and then it's going to collapse. You should be very worried. (SPDR S&P 500 ETF Trust (SPY), Russell 2000 Index ETF (IWM), iShares NASDAQ Biotechnology Index ETF (IBB), Nasdaq 100 Futures, Technology Select Sector SPDR ETF (XLK))
Monday, June 19, 2017
What's going to happen is they're going to raise interest rates some more then when things start going really bad people will call them and say, "You must save us, the Western civilization is going to collapse" and the Federal Reserve who's made up of bureaucrats and politicians will do something, so they will try but it won't work, it would cause some rallies but it won't work this time.
Friday, June 16, 2017
I don't see one at the moment but the problem is they always come when you're not expecting them. I would suspect during this year or next it's going to start somewhere that we're not watching. Whether it's Illinois, a pension plan or Madagascar who knows. It's going to start somewhere and then we'll know. But if you look out the window now, everything's great and that's a dangerous sign. (SPDR S&P 500 ETF Trust (SPY), SPDR Dow Jones Industrial Average ETF (DIA), iShares MSCI Emerging Markets Index ETF (EEM))
I bought some Russian stocks last week and Russian bonds a week before. Agriculture is extremely depressed...these are places that I'm looking at. (PowerShares DB Agriculture Fund (DBA), Market Vector Russia ETF Trust (RSX))
I'm investing in Russia and China and Japan. These are markets that are down 50 percent from their all-time highs, while the US markets are trading at all-time highs right now. (Market Vector Russia ETF Trust (RSX), iShares FTSE/Xinhua China 25 Index ETF (FXI), iShares MSCI Japan ETF(EWJ), Nikkei 225 Index)
Wednesday, June 14, 2017
In 2008 we had a problem because of debt, the debt in 2008 was nothing compared to what's happening now. In 2008 the Chinese had a lot of money saved for a rainy day. It started raining and they started spending the money.
Now even the Chinese have debt and the debt is so much higher. The Federal Reserve's balance sheet is up over five times since 2008. It will be the worst thing in my lifetime. (iShares FTSE/Xinhua China 25 Index ETF (FXI), iShares MSCI Emerging Markets Index ETF (EEM), SPDR S&P 500 ETF Trust (SPY), SPDR Dow Jones Industrial Average ETF (DIA))
Monday, June 12, 2017
It could be an American pension plan that goes broke and many of them are broke as you know, it could be some country we're not watching, it could be all sorts of things. It could be war, unlikely to be war but it's going to be something. (SPDR Dow Jones Industrial Average ETF (DIA), SPDR S&P 500 ETF Trust (SPY), iShares MSCI Emerging Markets Index ETF (EEM))
What's going to happen is this going to continue, some stocks in America are turning into a bubble the bubble is going to come and it's going to collapse and you should be very worried. (SPDR S&P 500 ETF Trust (SPY), SPDR Dow Jones Industrial Average ETF (DIA), Facebook (FB), Apple (AAPL), Amazon (AMZN), Tesla Motors (TSLA))
Thursday, June 8, 2017
Stocks in the US are overpriced a bubble is forming in Amazon (AMZN) and things like that but it was not a bubble yet no, no. You've seen bubbles, I've seen bubbles, I know one is forming but I don't see a bubble yet. (SPDR S&P 500 ETF Trust (SPY), SPDR Dow Jones Industrial Average ETF (DIA), Nasdaq 100 Futures)
I'm looking at markets in Japan, Russia and China. These markets are all depressed compared to history. I have been buying Japan for a while. (Nikkei 225 Index, Market Vector Russia ETF Trust (RSX), iShares MSCI Emerging Markets Index ETF (EEM), iShares FTSE/Xinhua China 25 Index ETF (FXI))
I have individual shares I have Russian government bonds have yields very, very high you can get 10 percent in rubles and I in my view the ruble has stabilized so it's a lot better than 2 percent in America. (Market Vector Russia ETF Trust (RSX), iShares MSCI Emerging Markets Index ETF (EEM))
Tuesday, June 6, 2017
I know that the junk bond market is going to totally disintegrate someday but I'm hopeless in market timing. I know it's going to fall apart someday but in the meantime because my market timing is so hopeless I'm losing money but eventually the junk bond market is going to collapse. (SPDR Barclays Capital High Yield Bond ETF (JNK), iShares iBoxx $ High Yield Corp Bond (ETF) (HYG))
Monday, June 5, 2017
You see throughout history all bubbles look the same, all market tops look the same, all credit tops look the same. You have to get the timing right of course, but when you see everybody buying X you have to start saying well, wait a minute, I've seen this before when you see everybody saying it's different this time but it's never different this time.
The most dangerous words in the investment world are it is different this time. It ain't ever different this time, you know. I'm not the first person to figure that out when you see on the radio or the TV or the internet that everybody is doing something I hope that a little bell goes off in your head and says well, maybe it is better to start thinking about going the other way.
I don't think you go to school to learn to be a great trader, either you have it or you don't.
Friday, June 2, 2017
India has a lot of debt, the Indian government doesn't like to talk about them but the debt the GDP ratio is very very high in India and it's getting higher and higher and higher that usually means you cannot grow at a rapid rate. (WisdomTree India Earnings Fund ETF (EPI), iShares MSCI Emerging Markets Index ETF (EEM))
Thursday, June 1, 2017
The US dollar is going to get overpriced and it might even turn into a bubble as the turmoil gets worse and worse. At that point I hope I'm smart enough to sell my US Dollars and buy something else.
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- Russian Agriculture Is Very Prosperous
- Some US Stocks Are Turning Into a Bubble
- The Federal Reserve Will Not Save The Market
- US Economy: No Signs Of A Recession Yet
- I Bought Russian Stocks Last Week
- Investing In Russia, China and Japan
- The Worst Market Crash In My Lifetime
- What's Going To Trigger The Next Market Collapse
- Stock Market: Crash Later This Year Or Next
- A Bubble Is Forming In Amazon (AMZN)
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- Video: Investing In Russia, Japan
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- The US Dollar Is Going To Get Overpriced
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