Wednesday, March 29, 2017

Russia: When I Will Buy Again

I am not buying Russia at the moment but as soon as Crude Oil prices stop going down, I hope I am smart enough to buy a lot of Russian Rubles, a lot of Russian government bonds and maybe a lot of Russian equities. (iShares MSCI Emerging Markets Index ETF (EEM), Market Vector Russia ETF Trust (RSX))

Tuesday, March 28, 2017

Precious Metals: If I Had To Buy One, It Would Be Silver

At the moment, Silver (iShares Silver Trust ETF (SLV)) is cheaper than Gold (SPDR Gold Trust ETF (GLD), I mean, historically Silver is down 70-75% from its all-time high, Gold is not down so much. At the moment if I was buying one, I would buy Silver but I am not buying either.

Monday, March 27, 2017

Forex Market: I'm Skeptical About The Japanese Yen (JPY)

I am skeptical about the Japanese Yen. It will be stronger than the Euro, or less weak, but I would not buy the Japanese Yen.

The U.S. Dollar Is Going To Continue Go Higher

The U.S. Dollar is going to go higher and may even turn into a bubble before this is over if things get as bad as I think they will.

Thursday, March 23, 2017

Currencies: The Euro Will Continue To Go Lower

The Euro will continue to go lower, I`m afraid. Of course, there will be rallies along the way, nothing goes straight up and nothing goes straight down. Basically, I would not own the Euro.

Wednesday, March 22, 2017

Currencies: Bearish on The Japanese Yen

I am skeptical about the Japanese Yen. Some people consider the Yen as a safe haven when compared to the U.S. Dollar. It will be stronger then the Euro Currency (EUR) or less weak than the Euro, I should say, but I would not buy the Yen either. There is some money that goes to the Yen on the mistaken view that it is a safe haven too, but the Japanese have gigantic debts as well, their internal debts are higher than in the U.S. and it is not a place to put money.

Monday, March 20, 2017

Interest Rates Are Going To Go Higher All Over The World

There is no question that interest rates are going to go higher all over the world. We have a very artificial situation with interest rates at zero, negative interest rates in some places. That is not normal and it will not last!

Friday, March 17, 2017

Investing: Chinese Tourism

Chinese tourism is going to be one of the great industries of the 21st century.

Thursday, March 16, 2017

Investing: Think About Farming and Agriculture

Agriculture has been a disaster worldwide for 30 years, that`s the reason I am optimistic now. Agriculture is down 31 percent in the last 19 years.


Agriculture has been a disaster, I urge you to think about farming and agriculture. (John Deere (DE), Kubota Corp (ADR)(OTCMKTS:KUBTY), Mosaic Co (NYSE:MOS), Potash Corporation of Saskatchewan (USA) (NYSE:POT), Agrium Inc. (USA) (NYSE:AGU), PowerShares DB Agriculture Fund (DBA))

Wednesday, March 15, 2017

Parts of the U.S. Real Estate Market Are in a Bubble

Some parts of the U.S. real estate market are now in a bubble but some parts of the American property market are very attractive and there are great opportunities. (iShares Dow Jones US Real Estate ETF (IYR))

Monday, March 13, 2017

Nobody Has Ever Won a Trade War

If there is a trade war I assure you we should all be very, very worried. Trade wars through out history have never worked, nobody has ever won a trade war. (iShares FTSE/Xinhua China 25 Index ETF (FXI), SPDR S&P 500 ETF Trust (SPY))

Tuesday, March 7, 2017

Investing: Where I Will Put More Money

One of the places where I will probably put more money is the Renminbi and/ or China. The Renminbi will probably be convertible by then (when the U.S. Dollar gets overvalued and turns into a bubble) which will make it much more attractive to international investors.

Friday, March 3, 2017

One Strong Reason To Be Bearish On Bitcoin

Unfortunately I am afraid that the use of Bitcoin or any other digital currency will not be very successful because in the end governments are going to decide which electronic money you use. 

Thursday, March 2, 2017

Trump: Trade Wars or a Fantastic Time?

If we do not have trade problems and we do the good things (tax cuts, infrastructure spending and deregulation) that he wants to do, it could be fabulous! (SPDR S&P 500 ETF Trust (SPY), SPDR Dow Jones Industrial Average ETF (DIA))

Wednesday, March 1, 2017

U.S. Dollar: It May Get Overpriced

My largest currency holding is the U.S. Dollar because I expect turmoil in world financial markets. When there is turmoil, investors will be looking for a safe haven. What will happen is that the U.S. Dollar will first get overpriced and if it keeps going, the U.S Dollar may even turn into a speculative bubble.