Gold (SPDR Gold Trust ETF (GLD)) is going to go up big time before this is over. We’re going to have turmoil in the financial markets in the next few years and gold (SPDR Gold Trust ETF (GLD)) will skyrocket. I am not buying gold now because I expect it go down first.
Hedge fund wizard: writing market magic in stealth mode, because even financial superheroes need a secret identity.
Friday, June 30, 2017
The Sanctions Against Russia Have Helped Russia
In many ways the sanctions against Russia have helped Russia. It has created an agricultural boom, as agriculture is a very strong growth industry right now. It also pushed the Russians together with the Asians and when you go through Moscow or St. Petersburg airport now the Asians are everywhere, (iShares MSCI Emerging Markets Index ETF (EEM), Market Vector Russia ETF Trust (RSX))
Russia: A Hated Market
Russia was hated 3 years ago. Nobody was putting any money there. Well, I was, but most investors weren’t. It’s got to get better and it is getting better, because Russia is getting better. (Market Vector Russia ETF Trust (RSX))
Monday, June 26, 2017
The US Dollar Will Get Overpriced
People will be scared and the US Dollar will get overpriced and may even turn into a bubble before it's over but then when everybody starts saying, "wait a minute this is crazy", when they start looking at the real fundamental situation then they are going to dump their US dollars and we're going to have a gigantic gigantic crisis.
Wednesday, June 21, 2017
Why Russian Bonds Are So Attractive
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.
Russian Agriculture Is Very Prosperous
Russian agriculture is prosperous because nobody can sell to them (due to the sanctions) and they can’t buy any agriculture products from us, so their agriculture is booming. (Market Vector Russia ETF Trust (RSX))
Tuesday, June 20, 2017
Some US Stocks Are Turning Into a Bubble
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
The Federal Reserve Will Not Save The Market
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
US Economy: No Signs Of A Recession Yet
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 Russian Stocks Last Week
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))
Investing In Russia, China and Japan
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
The Worst Market Crash In My Lifetime
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
What's Going To Trigger The Next Market Collapse
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))
Stock Market: Crash Later This Year Or Next
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
A Bubble Is Forming In Amazon (AMZN)
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)
Markets: Buying Japanese Stocks
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))
How I Am Invested In Russia
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
Eventually The Junk Bond Market Is Going To Collapse
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
The Most Dangerous Words In The Investment World
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.
Are Great Traders Born?
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: Large Debts Means Not Being Able To Grow Rapidly
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
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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2017
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June
(23)
- Gold Will Skyrocket
- The Sanctions Against Russia Have Helped Russia
- Russia: A Hated Market
- The US Dollar Will Get Overpriced
- Why Russian Bonds Are So Attractive
- 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)
- Markets: Buying Japanese Stocks
- Video: Investing In Russia, Japan
- How I Am Invested In Russia
- Eventually The Junk Bond Market Is Going To Collapse
- The Most Dangerous Words In The Investment World
- Are Great Traders Born?
- India: Large Debts Means Not Being Able To Grow Ra...
- The US Dollar Is Going To Get Overpriced
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June
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