Video: The Disciplined Investor/ Trader

Topics: Chinese Economy, Asian Economies, World Reserve Currency;

China Is Slowing Down But There Are Interesting Sectors To Invest

They have been trying to slow things down, they had inflation, they had a property bubble and the government is rightly trying to slow things down.Sme of their customers are slowing down, Europe, etcetera. So, yes, things are changing in China, they have been slowing down.

I have been buying Chinese shares for the past year. I did not buy Chinese stocks between 2008 and 2013. But the government came down with a list of the parts of the Chinese economy they are going to emphasize, where they are going to billions of dollars emphasizing these parts of the economy. So I have been buying shares in those sectors of the Chinese economy.

U.S Stocks Vs. Japanese Stocks

The Japanese stock market is down 60 percent from its all time highs. The U.S. stock market is making all time highs. The Japanese stock market is certainly cheaper on an historical basis, on an absolute basis, on a relative basis. You have to be worried about the currency. You have to understand the currency because it is being destroyed. But if you hedge your positions, you might make some money.

Related trading instruments: Nikkei 225 Index, USDJPY forex cross;

Bullish on Japanese Stocks

I own Japanese shares at the moment. I will probably buy more. But long term, Japan is a disaster. I mean, they have a declining population, skyrocketing internal debt, they are debasing their currency...

Debasing your currency has never been a viable way to revive a country, even in the medium term. It helps in the short term but its a disaster in the long term. So, Mr.Abe, the prime minister will go down in history as the person who ruined Japan. No question about that. In the meantime, I own Japanese shares, I will probably buy more. He is putting through things that have helped and will help the stock market. Giving incentives to the Japanese to buy shares, he is persuading the pension funds to stop buying government bonds and to buy shares. He is doing a lot to help the stock market.

But I want to emphasize, in the end it is going to be a nightmare for Japan but in the mean time its good for stock brokers.

Related trading instruments: Nikkei 225 Index Futures

When A Few Producers Go Bankrupt, Oil Will Go Much Higher

In the energy markets, what is happening there, its a political situation that is taking place. Unfortunately, when they bankrupt a few producers, such as the fracking companies, I am afraid oil is going to go much, much higher.

Related exchange traded funds: Energy Select Sector SPDR ETF (XLE), United States Oil Fund LP ETF (USO);

Is The Commodities Bull Market Over?

I don`t know if this commodities bull market is over, I happen to think it is not. But we are having a major correction , which is normal in markets. That is the way markets have always worked.

I do not see enough permanent supply in most commodities, except maybe in iron ore and a couple of other commodities. I don`t see enough permanent supply to end the bull market unless we are going to have an economic collapse. We could and will eventually.

I am especially optimistic about agriculture at the moment.

Related Exchange Traded Funds: SPDR Gold Trust ETF (GLD), United States Oil Fund LP ETF (USO), PowerShares DB Agriculture Fund (DBA)

Investing: When Thing Are Collapsing

If things are collapsing you should be looking that way, not running away. So I am looking to increase my investments in Russia.

Related exchange traded funds: Market Vector Russia ETF Trust (RSX)