India: GST Will Make India More Efficient

GST is a miracle! I'm very surprised it went through and it's going to change India completely.

In the long run it will make India cheaper and more efficient for most businesses, it's great for India  and I'm very, very surprised.

Related trading instruments: WisdomTree India Earnings Fund ETF (EPI), Sensex

Investing: Unified Korea

Japan's against it because Japan knows they cannot compete with a unified Korea, America is against it because they they don't want to have to take their troops out of there. But for the world it's going to be very very exciting when it happens. (iShares MSCI South Korea Index Fund ETF (EWY))

Unified Korea Will Be An Exciting Country

I'm looking for ways to invest in the eventual unification of Korea. One of two things is going to happen.

There's going to be a war and that's the end of North Korea, the whole Korean country will be unified and will be a great investment or it's not going to be a war and there's going to be a peaceful unification eventually.

Either way a unified Korea is going to be the most exciting country in the world for a decade or two.

It's right on the Chinese border, 80 million people with cheap, disciplined, educated labor in the north plus lots of natural resources, fabulous infrastructure, capital, management ability in the south. It's going to be a very exciting country!

Related trading instruments: iShares MSCI South Korea Index Fund ETF (EWY)

I'm Very Bullish On Russia

I first went to Russia in 1966 as a student and I came away saying this will never work and came away bearish for the next 48 years. But now I'm very, very bullish on Russia.

Russia is certainly a hated market there's no question and whenever you find a hated and something there is changing for the better and I find changes have taken place and are taking place in Russia then I would suggest you to put some Russian Rubles in your pocket or you might try the Russian ETF that might be even better than the Russian Rubles but I own both. (iShares MSCI Emerging Markets Index ETF (EEM), Market Vector Russia ETF Trust (RSX))

Bitcoin: It Looks Like A Bubble

If I just told you about an asset that went from zero to two thousand in nine years and this chart all went straight up you would say to me whatever that is "it's a bubble it looks like a bubble". Maybe it's not a bubble yet but it looks like a bubble in formation if nothing else.