Does It Matter Who The Next U.S. President Will Be?

Whoever becomes President, their friends will be better off, there is no question about that. But most of us are not going to be better off. The debt is going to go higher, the absurd interventions worldwide are going higher, the interventions domestically are going higher too. So, no. I do not think it matters much at all.

I Might Buy More Russia

I might buy more Russia (Market Vector Russia ETF Trust (RSX)) but there are not many things that are really depressed at the moment and do not like buying things making new highs or going through the roof.

The Stock Market Could Turn Into A Bubble Before Its Over

The central banks are not giving up. The central banks are continuing to panic and put more money into the system. So the stock market could turn into a bubble before its over. I am very cautious and I am not really rushing out to buy a lot of things at the moment.

Global Markets: I Am Very Cautious and Worried

Mainly I am worried. It has been six and a half years since the bull market has started in the United States and therefore in the rest of the world and it is unusual. Every four to seven years through out American history we had setbacks and consolidations or some other form of economic problems. So we are overdue.

It is all based on staggering amounts of money printing and debt, not just in the U.S. but worldwide. So I am very cautious and worried.

The U.S. Dollar Is Perceived By Investors As A Safe Haven

I own more U.S. Dollars on the long side than any other currency for that exact reason. There is more turmoil coming and many people perceive the U.S. Dollar and the United States as a safe haven. The Dollar is certainly not a safe haven it is perceived that way.

Investing: Parts Of The Chinese Economy That Will Boom

China is spending staggering amounts of money cleaning up the filth. China is very polluted, terribly polluted. They are spending money, lots of money to clean up. Some parts of the Chinese economy will boom no matter what happens to the world.

Chinese Shares Are Probably My Largest Holding

Well, I think my Chinese shares are probably my largest holding. Who knows what is going to happen in the futures but I bought shares in China last week. I am extremely worried about the world going forward and that is going to affect everybody including China obviously. Anybody in China that does business with the west is going to feel the effects but many parts of the Chinese economy are going to continue to boom no matter what happens in the West.