Stock Market: There's a Blowout in Place

It looks like there's a blowout in place you know and it often happens in markets every 10, 20, 30 years we have them we may be having one now. But I would buy Japan if this happened (tax cut), Japanese markets are down 50 percent from their all-time, high Chinese stocks are down 40 percent and I'd rather buy low instead of buying high.

The Reason Why I'm Investing in Russia

In my experience I have learned that if you find something that's hated, that has a lot of value and things are getting better you probably will do fine and that's why I'm investing in Russia. (Market Vector Russia ETF Trust (RSX), iShares MSCI Emerging Markets Index ETF (EEM))

Investing: Agriculture Will Do Well In The Next Bear Market

I'm very optimistic about Agriculture's been a disaster for 35 years and it's changing in my view. It's changing so if you're worried about the world and that we are going to have a serious bear market you should think about agriculture because agriculture will probably do well, that is a place that will probably decouple in the next bear market.

Commodities: Coal, Steel and Agriculture

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. 

A Hot Sector In China

If you're cleaning up pollution in China you don't care if the West disappears as you're too busy going to work every day and you're making too much money but the companies that have debt and deal with the West are gonna have problems the next time around.