All Bull Markets Need Corrections

All bull markets need corrections. Corrections are good.

Russia Is Still Very, Very Cheap

At the moment you should buy Russia and not buy China. I still own China, I am still bullish but if you are looking for something to buy, Russia is still very cheap. Russia is one of the most hated markets in the world, it is very, very hated as you know. (iShares MSCI Emerging Markets Index ETF (EEM), Market Vector Russia ETF Trust (RSX), iShares FTSE/Xinhua China 25 Index ETF (FXI))

Trump: I'm a Little Bit Confused

I am a little bit confused. Maybe Mr. Trump is confused too. He has promised dozens of times that he would start a trade war with China, in this first day in office he would impose a 45% tariff, he would start a trade war with Mexico and Japan and none of that has happened, so I am not quite sure of what has happened to Mr. Trump. Maybe he is just a politician like the rest of them.

India: It Has Been A Disappointment

Mr. Modi has been a disappointment. I bought Indian shares when it looked like he was going to win but I sold them. He has not done anything. And that demonetization thing, I mean, that was just theft. (WisdomTree India Earnings Fund ETF (EPI), iShares MSCI Emerging Markets Index ETF (EEM))

The U.S. Dollar Will Go Higher

I own a lot of U.S. Dollars because turmoil is coming and the Dollar will go higher, it will get overpriced and may even turn into a bubble.