Investors Should Own Energy

Investors should own energy because reserves of energy continue to decline around the world and so, crude oil fundamentals are still getting better. (Energy Select Sector SPDR ETF (XLE), United States Oil Fund LP ETF (USO), Market Vector Russia ETF Trust (RSX), Exxon Mobil (XOM), Marathon Oil (MRO), ConocoPhillips (COP))

Crude Oil: The Market Is Smarter Than OPEC

The question is that the market is way smarter than oil producers, smarter than OPEC. So, I do not really pay much attention to OPEC meetings. They can sit down and have meetings that will go on for days and nights but there are a lot of oil producers in the world that are not on the agreement to cut production. (Energy Select Sector SPDR ETF (XLE), United States Oil Fund LP ETF (USO), Marathon Oil (MRO), Exxon Mobil (XOM), ConocoPhillips (COP))

The OPEC Cut: What's Ahead For Oil?

The OPEC cut announcement is not surprising to me but the key is to wait and see if they really do it. OPEC has made these kind of announcements for decades. Most have not really worked but this one is making crude oil go up and it will probably continue to do so. But what really matter is that crude oil fundamentals are continuing to improve. (Nymex Crude Oil futures, Energy Select Sector SPDR ETF (XLE), United States Oil Fund LP ETF (USO), Exxon Mobil (XOM), Marathon Oil (MRO), ConocoPhillips (COP))

Markets: The Problems Are Coming No Matter Who Is The President

What is going to happen is worse than anything that you have seen in your lifetime and we are all going to be extraordinarily affected. Be worried. The problems are coming no matter who is the President. The world has huge problems facing us.

The World Never Solved Its Problems By Printing Money

Never has the world been able to solve its problems by printing money. That is why the debt goes higher and higher because interest rates are next to nothing and the central banks buy the debt.

Finance As An Industry Is In Decline

The finance industry has been good for the past 3 decades, but it was not a good industry to be in the 3 decades before that period. Now the financial industry is declining and in the future. The center of the business world will be the producers of real stuff, real goods not finance. (Bank of America (BAC), Goldman Sachs (GS), Citigroup (C), Wells Fargo (WFC))

Only A Few Tech Stocks Are Holding Up The U.S. Stock Indexes

In the U.S. stock market only a few ( 10 to 15) big cap stocks only like 10 or 15 stocks that are holding up the indexes. All the big cap technology companies like Facebook (FB), Netflix (NFLX), Amazon (AMZN), Google (GOOG) and Apple (AAPL).