Thursday, March 31, 2016

Natural Gas: Low Prices Will Eventually Lead To Much Higher Prices

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As we know from history, low prices lead to higher prices. The solution to low prices is low prices and exploration is being cut dramaticall...
Wednesday, March 30, 2016

Some Parts Of The Chinese Economy Continue To Boom

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Some parts of the Chinese economy continue to boom. If you are in pollution clean up, Oh my God!, you are making so much money that you cann...
Tuesday, March 29, 2016

Next Move: Shorting European Indexes

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I would like to short Europe on this rally. I am going to short some Europe in this rally. That is probably the next action I will take. R...

Markets: Junk Bonds, Gold

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I am short junk bonds in the United States. I am not adding at the moment. But if the opportunity arises, if junk bonds go up a fair amount ...
Monday, March 28, 2016

Emerging Markets: Gearing Up To Invest In These Places

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Mainly I am sitting and watching. I am gearing up to invest in Nigeria, in Kazakistan, in Iran. I am not doing anything at either of those p...
Thursday, March 24, 2016

Where To Invest Next

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I am looking for what to do in the future. I own Russia, I want to buy more Russia. I am looking at Kazakhstan as a place to invest, there a...
Wednesday, March 23, 2016

We Do Not Have Any Deflation, We Have Inflation.

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There is no question that oil prices are down, which means that if you go to the gas station you pay less. But maybe you do not do any shopp...