I'm a director of a coal company so we
obviously should worry about Chinese
coal. I do own commodities yes, but Steel is
not high on my list because it's there's
no real active futures market but some
commodities I'm very optimistic about. Agriculture's been a disaster for 35
years it's changing in my view. 
Hedge fund wizard: writing market magic in stealth mode, because even financial superheroes need a secret identity.
Blog Archive
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2017
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November
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- The Reason Why I'm Investing in Russia
 - Investing: Agriculture Will Do Well In The Next Be...
 - Commodities: Coal, Steel and Agriculture
 - A Hot Sector In China
 - Buying Opportunities In Japan, China and Taiwan
 - The Worst Bear Market In A Lifetime
 - The Use Of Stop Losses
 - Bitcoin: The World Has A Money Problem
 - A Different Kind Of Diversification
 - You're Going To See Bankruptcies In China
 - The Worst Financial Crisis In Our Lifetimes
 - Gigantic Trauma Is Coming In The Debt Markets
 - Q: Are you buying or selling gold at the moment?
 - Sooner or Later Governments Are Going To Crack Dow...
 - Investing: My Thoughts On Japan
 - Currencies: I Expect The UD Dollar To Move Higher
 - Q: Where To Invest (Iran, Nigeria or Kazakhstan)?
 - Chinese Shares: My Plan
 - Fintech, Banks and Technology
 - The Markets May Drop 40-50% In The Next Downturn
 
 
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November
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