I Am Not Buying Stocks Anywhere In The World

Right now I am not buying stocks anywhere in the World and that includes China. But I own Chinese stocks, I have not sold them. In the next few years the world is probably going to have serious problems and that will affect Chinese companies too. This means that some Chinese companies will probably go bankrupt but at the same time other parts of the Chinese economy are going to boom no matter what happens to the rest of the world. (iShares FTSE/Xinhua China 25 Index ETF (FXI),  iShares MSCI Emerging Markets Index ETF (EEM), SPDR S&P 500 ETF Trust (SPY))

Crude Oil: Don't Pay Attention To What OPEC Says

I learned not to pay too much attention to what OPEC says it will do or not do. They certainly have been talking a lot. But the question with OPEC is that even when they agree on a production cut, than what happens there is always a country or two doing something else under the table, cheating the supply cut deal. If I were you I would certainly not pay too much attention to OPEC.

Right now, crude oil is making a base between 30 dollars a barrel and 55 dollars a barrel. (United States Oil Fund LP ETF (USO), Nymex Crude Oil futures, )

Trump: The Risks For The World

Donald Trump certainly has got enough bravado, enough ego to do what he said he would do when in the White House. He said the first thing he would do was to change all the trade deals (TPP, NAFTA, etc) and that is not good for the world. (iShares MSCI Emerging Markets Index ETF (EEM), SPDR S&P 500 ETF Trust (SPY))

Trump, Trade Wars & Currencies

I am long the U.S. Dollar. Trade wars usually make a currency go up at least for a while. (U.S. Dollar Index, EUR/USD forex cross, USD/CAD forex cross)

U.S. Elections: I Think Trump Will Win

It really does not matter what I think. I happen to think that Trump will win. But who cares what I think, what matters is what happens. I am short the U.S. stock market and if Donald Trump wins, stocks might go down, I might have it right! (SPDR Dow Jones Industrial Average ETF (DIA), SPDR S&P 500 ETF Trust (SPY), Nasdaq 100 Futures)

Markets: The Next Downturn Will Be Worse Than Anything We Have Seen

In the next few months, if not before, we are going to see the end of all of this. The next downturn will be worse than anything we have seen in our lifetime. Depending on what happens, it might be the final one where everything totally collapses. (SPDR S&P 500 ETF Trust (SPY), iShares MSCI Emerging Markets Index ETF (EEM), SPDR Dow Jones Industrial Average ETF (DIA), iShares NASDAQ Biotechnology Index ETF (IBB), Nasdaq 100 Futures)

Bullish On Agriculture & Water

Agriculture has been in a bear market for over thirty years.  When agriculture finally turns it will be of the most exciting sectors to be invested. I am also very, very bullish on water. (PowerShares DB Agriculture Fund (DBA), PowerShares Global Water Portfolio (ETF) (NYSE:PIO))