The U.S. Will Face a Crisis or A Semi-Crisis

No country has got itself into this kind of situation gets out without a crisis or a semi-crisis. Interest rates have started going back up, if they go to normal historical levels, it is impossible for the United States to pay the debt. We have to face the facts. (SPDR S&P 500 ETF Trust (SPY), SPDR Dow Jones Industrial Average ETF (DIA), iShares Barclays 20+ Yr Treas.Bond ETF (TLT))

Trump: Trade Wars, Serious Problems

Trade wars have always led to serious problems and often to real it has led to real war. So the facts are all in place for something like that to happen. I would like to think that there is some way that we can avert it. History does not show us any reason to be optimistic. (SPDR S&P 500 ETF Trust (SPY), iShares FTSE/Xinhua China 25 Index ETF (FXI), United States Oil Fund LP ETF (USO), Nymex Copper Futures)

Markets: What Now?

Now we are going to start focusing on interest rates, in what is happening in the real economy. There is a lot of debt. We will all have to start paying attention to the interest rate burden that everybody is going to suffer. I expect problems next year. (iShares MSCI Emerging Markets Index ETF (EEM), SPDR S&P 500 ETF Trust (SPY), SPDR Dow Jones Industrial Average ETF (DIA))

Markets: Inflation Is Coming Back

We have inflation coming back, we have staggering amounts of debt. So I suspect that market interest rates are just going to keep trading higher. (iShares Barclays 20+ Yr Treas.Bond ETF (TLT))

Stock Market: Its Far Ahead of Itself

The stock market is far ahead of itself at the moment. (SPDR Dow Jones Industrial Average ETF (DIA), SPDR S&P 500 ETF Trust (SPY), Nasdaq 100 Futures, Russell 2000 Index)

Trade Wars: It Will Lead to Bankruptcy and War

Trade wars have always failed. Trade wars have always led to bankruptcy and often to war throughout history. Even the people who understand this, sometimes think, do not worry, it is different this time, I can control this. Mr. Trump certainly thinks he can control it, but the facts are this is very worrysome for the world over the next several years.

Many People In Asia Do Not Like Trump

Many people in Asia do not particularly like Trump but that is based on what they read on the mainstream media, their media is like ours, they just repeat what the U.S. and the U.K. say, so, the main view here in Asia is that now the United States is pulling out, withdrawing from Asia and that is a gigantic opportunity for China, and China sees it.