Emerging Markets: I'm Very Optimistic About Russia

I'm optimistic about Russia and Mr. Trump seems to like Russia a lot. Buy Russian government bonds! (Market Vector Russia ETF Trust (RSX), iShares MSCI Emerging Markets Index ETF (EEM))

China: A Trade War Will Be Disastrous (iShares FTSE/Xinhua China 25 Index ETF (FXI))

I am just watching. I haven`t figured out what Donald Trump is going to do. He keeps saying that he is going to hit them very hard. Trade wars have always been disastrous for everybody. Nobody has ever won a trade war. Trade wars have always led to bankruptcies. So, Mr. Trump does not seem to care about all of that, he thinks he is smarter than history. 

I'm Very, Very Bullish on the U.S. Dollar

I am very, very bullish on the U.S. Dollar for a variety of reasons. The U.S. Dollar is probably one of the best opportunities around right now because there will be a lot of turmoil, people will look for a safe haven. The world thinks the U.S. Dollar is a safe haven. It's not.

Stocks: The 3rd Rate Rise Starts To Cause Problems

Traditionally when the Federal Reserve raises rates three times you should be very, very worried. And on the fourth you should not only be worried but just run for the hills. So, if history is any guide, when the Federal Reserve raises interest rates some more there will be problems in the equity markets. (SPDR S&P 500 ETF Trust (SPY), SPDR Dow Jones Industrial Average ETF (DIA), Nasdaq 100 Futures, Russell 2000 Index ETF (IWM))

How Higher Rates Will Impact the Stock Market

Higher interest rates are certainly coming from the market and from the Federal Reserve. What that does to the stock market (SPDR S&P 500 ETF Trust (SPY)) we shall see. Traditionally when the Federal Reserve raises interest rates three times you should be very, very worried.

Commodities: A Big Opportunity

Commodities are bottoming, especially agriculture. Base metals are in the process of making a bottom. In a few years, we are going to look back and say, "What an opportunity that was!" (PowerShares DB Agriculture Fund (DBA), Nymex Copper Futures, Nymex Crude Oil futures, United States Oil Fund LP ETF (USO))

Crude Oil: Expecting a 40-60 Dollars a Barrel Range

My view is that Oil is making a complicated bottom. I do not think we have seen the low for this year yet. I am not even sure what the low will be. A range of 30 to 60 dollars a barrel, or 40 to 60, something like that. (Nymex Crude Oil futures, United States Oil Fund LP ETF (USO))